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Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1601
Parkside Financial Bank & Trust
Missouri
$526K +$90.4K +650 +20%
GIP
1602
Greatmark Investment Partners
Georgia
$525K – – –
EM
1603
Excalibur Management
Massachusetts
$524K +$13.9K +100 +3%
BCAM
1604
Boston Common Asset Management
Massachusetts
$520K +$11.7K +84 +2%
CAC
1605
Certified Advisory Corp
Florida
$518K +$542K +3,900 New
WP
1606
WMS Partners
Maryland
$516K – – –
PA
1607
PFG Advisors
Arizona
$514K +$269K +1,937 +100%
LWM
1608
Liberty Wealth Management
California
$513K – – –
SCA
1609
St. Clair Advisors
Ohio
$511K – – –
DWM
1610
Doyle Wealth Management
Florida
$509K -$10K -72 -2%
PO
1611
Private Ocean
California
$508K -$13.9K -100 -3%
UBV
1612
United Bank (Virginia)
Virginia
$508K -$4.31K -31 -0.8%
ESCM
1613
Echo Street Capital Management
New York
$508K +$531K +3,821 New
LWAC
1614
Laurel Wealth Advisors (California)
California
$507K +$89.1K +641 +20%
MSR
1615
Main Street Research
Connecticut
$501K -$37.7K -271 -7%
SGK
1616
Steigerwald Gordon & Koch
Virginia
$501K -$10.1K -73 -2%
PA
1617
Probity Advisors
Texas
$499K +$522K +3,756 New
TA
1618
Tiedemann Advisors
New York
$498K -$47.5K -342 -8%
AIS
1619
AM Investment Strategies
Tennessee
$498K – – –
TWM
1620
TMD Wealth Management
Arizona
$496K – – –
RIA
1621
Realta Investment Advisors
Delaware
$495K +$16.3K +117 +3%
NAS
1622
Nicolet Advisory Services
Wisconsin
$494K -$35.9K -258 -6%
FSG
1623
Financial Strategies Group
Michigan
$494K -$417 -3 -0.1%
CWM
1624
Centric Wealth Management
Illinois
$494K +$10.4K +75 +2%
BHBT
1625
Burke & Herbert Bank & Trust
Virginia
$493K – – –
63 64
65
66 67