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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1426
Cozad Asset Management
Illinois
$28.4M -$863K -4,706 -3%
AC
1427
Apella Capital
Connecticut
$28.3M +$6.78M +36,966 +36%
EWS
1428
Evergreen Wealth Solutions
Pennsylvania
$28.3M +$19.2M +104,658 +181%
SOAMC
1429
Spirit of America Management Corp
New York
$28.3M -$697K -3,800 -2%
BCM
1430
Beck Capital Management
Texas
$28.2M -$2.02M -11,019 -6%
EPIMS
1431
Evelyn Partners Investment Management Services
$28.1M +$4M +21,821 +16%
SFS
1432
Stiles Financial Services
Minnesota
$28.1M +$522K +2,844 +2%
ZAM
1433
Zevin Asset Management
Massachusetts
$28.1M +$218K +1,186 +0.7%
GAI
1434
General American Investors
New York
$28.1M – – –
KCPG
1435
Kavar Capital Partners Group
Kansas
$28.1M -$62.2K -339 -0.2%
PA
1436
Procyon Advisors
Connecticut
$28M -$2.18M -11,881 -7%
CCWM
1437
Cassaday & Co Wealth Management
Virginia
$28M -$2.65M -14,469 -8%
WETS
1438
Wealth Enhancement Trust Services
South Dakota
$27.9M +$3.73M +20,327 +15%
OMG
1439
One Madison Group
New York
$27.9M +$29.4M +160,000 New
CFP
1440
Catalyst Financial Partners
Massachusetts
$27.9M +$3.11M +16,970 +12%
CIA
1441
Covington Investment Advisors
Pennsylvania
$27.9M -$1.74M -9,505 -6%
GM
1442
GeoWealth Management
Illinois
$27.8M +$2.56M +13,941 +10%
SCM
1443
SCS Capital Management
Massachusetts
$27.7M -$2.4M -13,067 -8%
BCH
1444
Berkshire Capital Holdings
California
$27.6M -$42.8M -233,360 -60%
WMP
1445
Wealth Management Partners
Arizona
$27.6M -$1.95M -10,638 -6%
SGI
1446
Summit Global Investments
Utah
$27.6M +$2.27M +12,395 +9%
EFG
1447
Everest Financial Group
Minnesota
$27.5M +$3.52M +19,200 +14%
BIA
1448
Benchmark Investment Advisors
Illinois
$27.5M +$28.9M +157,646 New
FWP
1449
FAS Wealth Partners
Kansas
$27.5M +$1.8M +9,833 +7%
BCM
1450
Berbice Capital Management
New York
$27.4M +$152K +830 +0.5%
56 57
58
59 60