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Name Holding Trade Value Shares
Change 		Change in
Stake
TDC
1701
Thompson Davis & Co
Virginia
$1.95M +$1.82M +66,280 New
AP
1702
Appleton Partners
Massachusetts
$1.95M -$6.88K -250 -0.4%
SP
1703
SWS Partners
Ohio
$1.94M -$10.7K -390 -0.6%
HG
1704
Herbst Group
Connecticut
$1.94M +$1.82M +66,000 New
SAS
1705
Sanford Advisory Services
Michigan
$1.93M +$2.48K +90 +0.1%
CIM
1706
CIM Investment Management
Pennsylvania
$1.93M -$25.6K -930 -1%
WA
1707
Wealth Alliance
New York
$1.92M +$129K +4,700 +8%
MPM
1708
Meritage Portfolio Management
Kansas
$1.92M +$2.2K +80 +0.1%
SIMG
1709
Sonora Investment Management Group
Arizona
$1.92M +$1.8M +65,290 New
KCM
1710
KLK Capital Management
California
$1.92M -$33.3K -1,210 -2%
SBWIC
1711
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.9M +$34.4K +1,250 +2%
SIC
1712
SJS Investment Consulting
Ohio
$1.9M +$1.78M +64,600 New
HIA
1713
Harbor Investment Advisory
Maryland
$1.9M +$34.1K +1,240 +2%
RA
1714
RFG Advisory
Alabama
$1.9M +$147K +5,360 +9%
PRWA
1715
Platte River Wealth Advisors
Colorado
$1.9M -$9.63K -350 -0.5%
CP
1716
Covenant Partners
Tennessee
$1.9M – – –
AF
1717
Allworth Financial
California
$1.89M +$316K +11,500 +22%
WPC
1718
Wedmont Private Capital
Pennsylvania
$1.89M +$1.96M +71,280 New
RWP
1719
Revolve Wealth Partners
New Jersey
$1.89M +$1.77M +64,380 New
FI
1720
Finivi Inc
Massachusetts
$1.89M +$1.77M +64,330 New
PP
1721
Patron Partners
Texas
$1.89M +$81.7K +2,970 +5%
SAM
1722
Simplify Asset Management
Nevada
$1.89M +$1.26M +45,960 +253%
CPA
1723
Court Place Advisors
Maryland
$1.89M – – –
OPW
1724
Oxler Private Wealth
New York
$1.88M – – –
MCM
1725
Manchester Capital Management
Vermont
$1.87M -$91.6K -3,330 -5%
67 68
69
70 71