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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1801
Waverly Advisors
Alabama
$1.65M +$248K +9,010 +15%
RSC
1802
Red Spruce Capital
Pennsylvania
$1.65M -$553K -20,110 -26%
CWM
1803
Cahaba Wealth Management
Georgia
$1.65M -$413K -15,000 -21%
SCA
1804
Strategic Capital Advisers
Colorado
$1.65M -$124K -4,500 -7%
CAM
1805
Carret Asset Management
New York
$1.64M -$110K -4,000 -7%
HCM
1806
HGI Capital Management
New York
$1.64M +$1.54M +55,800 New
SIA
1807
SkyView Investment Advisors
New Jersey
$1.64M +$467K +16,990 +35%
CNBTD
1808
Citizens National Bank Trust Department
Mississippi
$1.64M +$66K +2,400 +5%
CHC
1809
City Holding Co
West Virginia
$1.64M -$67.4K -2,450 -4%
CIC
1810
Crawford Investment Counsel
Georgia
$1.64M -$162K -5,870 -10%
CDH
1811
Charles D. Hyman
$1.64M +$2.2K +80 +0.1%
MWM
1812
Modera Wealth Management
New Jersey
$1.63M +$1.09M +39,480 +246%
BCA
1813
Biltmore Capital Advisors
New Jersey
$1.63M +$400K +14,520 +36%
HJMC
1814
Hellman Jordan Management Company
Massachusetts
$1.63M -$1.4M -50,840 -48%
CSA
1815
Cottage Street Advisors
Massachusetts
$1.62M -$88.3K -3,210 -6%
CFA
1816
Camarda Financial Advisors
Florida
$1.62M +$481K +17,490 +47%
DF
1817
Donoghue Forlines
Massachusetts
$1.61M +$1.51M +54,890 New
MCA
1818
Martin Capital Advisors
Texas
$1.61M +$1.5M +54,690 New
PWS
1819
Precision Wealth Strategies
Missouri
$1.6M +$341K +12,410 +29%
AF
1820
Arrow Financial
New York
$1.6M -$156K -5,660 -9%
WA
1821
Wambolt & Associates
Colorado
$1.6M +$192K +6,970 +15%
CWA
1822
Clarity Wealth Advisors
California
$1.6M -$67.7K -2,460 -4%
EFG
1823
Everhart Financial Group
Ohio
$1.6M +$197K +7,160 +15%
LW
1824
Linscomb Wealth
Texas
$1.59M +$128K +4,660 +9%
RWG
1825
Ratio Wealth Group
Colorado
$1.58M -$90.8K -3,300 -6%
71 72
73
74 75