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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
476
Buckley Wealth Management
Nevada
$634K -$6.21K -100 -0.8%
CAMG
477
CWA Asset Management Group
Florida
$633K +$63.8K +1,027 +10%
CCM
478
Cohen Capital Management
California
$632K – – –
OIA
479
OneDigital Investment Advisors
Kansas
$630K +$559 +9 +0.1%
AAS
480
Avantax Advisory Services
Texas
$629K +$724K +11,660 New
PM
481
Penbrook Management
New York
$620K – – –
AMI
482
Amica Mutual Insurance
Rhode Island
$617K – – –
CIC
483
Carnegie Investment Counsel
Ohio
$617K +$411K +6,625 +138%
SWM
484
Segment Wealth Management
Texas
$611K -$306K -4,921 -30%
AIP
485
Ameritas Investment Partners
Nebraska
$611K – – –
NFG
486
Nations Financial Group
Iowa
$610K -$14.3K -231 -2%
JIC
487
Joel Isaacson & Co
New York
$603K +$626K +10,086 New
TCOO
488
Trust Company of Oklahoma
Oklahoma
$589K +$12.1K +195 +2%
BCFA
489
BP Capital Fund Advisors
Texas
$584K +$192K +3,095 +39%
ABTD
490
Arvest Bank Trust Division
Oklahoma
$577K +$16.5K +266 +3%
WG
491
Welch Group
Alabama
$568K – – –
ZCA
492
Zeke Capital Advisors
Pennsylvania
$562K -$287K -4,617 -31%
FTIOP
493
Fiduciary Trust International of Pennsylvania
Pennsylvania
$562K -$184K -2,970 -22%
AP
494
Advisor Partners
California
$561K -$57.4K -925 -8%
MFW
495
Mosaic Family Wealth
Missouri
$559K -$10.9K -176 -2%
WKWM
496
Walter & Keenan Wealth Management
Indiana
$557K – – –
LOAMS
497
Lombard Odier Asset Management (Switzerland)
Switzerland
$549K +$255K +4,099 +67%
CM
498
Capital Management
Virginia
$540K – – –
YMRC
499
Yorktown Management & Research Company
Virginia
$540K – – –
MYAM
500
Meiji Yasuda Asset Management
Japan
$540K +$286K +4,610 +85%
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