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Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1651
Alken Asset Management
United Kingdom
$465K – – –
BCA
1652
Berman Capital Advisors
Georgia
$464K +$2.36K +17 +0.5%
CSPIA
1653
Cary Street Partners Investment Advisory
Virginia
$463K -$636K -4,574 -57%
OR
1654
Olympiad Research
Connecticut
$463K +$5.56K +40 +1%
WP
1655
WealthShield Partners
North Carolina
$462K -$25.6K -184 -5%
9WM
1656
9258 Wealth Management
Ohio
$461K -$52.8K -380 -10%
IA
1657
IFG Advisory
Georgia
$461K +$114K +821 +31%
GSBTD
1658
Glenview State Bank Trust Department
Illinois
$460K +$8.76K +63 +2%
CMA
1659
Cedar Mountain Advisors
Oregon
$458K – – –
GSIS
1660
Global Strategic Investment Solutions
Arizona
$457K – – –
ACP
1661
Aviance Capital Partners
Florida
$456K -$2.05M -14,777 -81%
PHAM
1662
Palisades Hudson Asset Management
Florida
$455K – – –
AIS
1663
American Investment Services
Massachusetts
$453K – – –
RIG
1664
Renaissance Investment Group
Massachusetts
$452K – – –
AP
1665
Americana Partners
Texas
$451K +$695 +5 +0.1%
AFAS
1666
Acorn Financial Advisory Services
Virginia
$451K +$88.8K +639 +23%
SAS
1667
Stelac Advisory Services
New York
$450K -$41.4K -298 -8%
WA
1668
Waverly Advisors
Alabama
$450K -$8.76K -63 -2%
BAM
1669
Bellevue Asset Management
Washington
$450K – – –
OCM
1670
Orion Capital Management
California
$450K +$455K +3,275 +2,977%
VCA
1671
Verdence Capital Advisors
Maryland
$449K +$83.7K +602 +22%
CFSG
1672
Clark Financial Services Group
Missouri
$449K +$470K +3,382 New
MCA
1673
Mercer Capital Advisers
New Jersey
$448K – – –
SDWIA
1674
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$446K – – –
PAG
1675
Private Advisory Group
Washington
$445K -$37.8K -272 -8%
65 66
67
68 69