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Name Holding Trade Value Shares
Change 		Change in
Stake
BM
951
Brandywine Managers
Delaware
$580K – – –
GC
952
Gilbert & Cook
Iowa
$578K -$56.5K -430 -9%
AF
953
Affiance Financial
Minnesota
$578K -$24.3K -185 -4%
ST
954
Sentinel Trust
Texas
$567K +$573K +4,365 New
AA
955
Ancora Advisors
Ohio
$564K +$7.22K +55 +1%
KCM
956
KRS Capital Management
Michigan
$564K +$571K +4,350 New
HCM
957
Hillman Capital Management
Maryland
$560K -$50.5K -385 -8%
PMA
958
Prudent Man Advisors
Illinois
$559K -$1.97K -15 -0.3%
SCA
959
Spearhead Capital Advisors
Florida
$558K -$1.31K -10 -0.2%
KMWM
960
Keudell/Morrison Wealth Management
Oregon
$557K -$15.8K -120 -3%
WTA
961
Washington Trust Advisors
Massachusetts
$551K +$557K +4,245 New
AR
962
Advisory Research
Illinois
$548K – – –
BJL
963
Brighton Jones LLC
Washington
$544K +$47.9K +365 +10%
GIA
964
Gladstone Institutional Advisory
Florida
$542K +$55.8K +425 +11%
CRWM
965
Castle Rock Wealth Management
California
$541K -$486K -3,705 -41%
CTC
966
Central Trust Company
Missouri
$541K +$15.1K +115 +3%
GP
967
Geneva Partners
Wisconsin
$528K – – –
CIAS
968
Capital Investment Advisory Services
North Carolina
$524K +$3.28K +25 +0.6%
SF
969
Symphony Financial
Texas
$524K +$293K +2,235 +115%
CAAS
970
Capital Asset Advisory Services
Michigan
$523K -$15.1K -115 -3%
FHA
971
First Horizon Advisors
Tennessee
$522K -$1.97K -15 -0.4%
OL
972
Optas LLC
Texas
$519K +$5.91K +45 +1%
SFG
973
Synergy Financial Group
California
$518K +$524K +3,990 New
SP
974
Symmetry Partners
Connecticut
$517K -$102K -780 -16%
WWM
975
Windsor Wealth Management
Indiana
$516K -$128K -975 -19%
37 38
39
40 41