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Name Holding Trade Value Shares
Change 		Change in
Stake
AMIM
926
Aull & Monroe Investment Management
Alabama
$575K – – –
VFA
927
Valeo Financial Advisors
Indiana
$574K +$26.8K +304 +5%
MWM
928
Meridian Wealth Management
Kentucky
$574K +$10.1K +115 +2%
CT
929
Caldwell Trust
Florida
$573K +$223K +2,528 +62%
ANBT
930
American National Bank & Trust
Texas
$571K +$36.6K +415 +7%
ECM
931
EagleClaw Capital Management
Massachusetts
$568K -$8.81K -100 -2%
VNIM
932
Vaughan Nelson Investment Management
Texas
$568K – – –
JRPIM
933
Journey Retirement Planning & Investment Management
Idaho
$565K -$57.5K -653 -9%
WMA
934
Wealth Management Associates
New Jersey
$564K -$26.4K -300 -4%
CWA
935
Clarus Wealth Advisors
Arizona
$562K +$97.1K +1,102 +22%
AIM
936
Axiom Investment Management
New York
$562K – – –
DFG
937
Demars Financial Group
Washington
$561K +$191K +2,164 +50%
MT
938
Midwest Trust
Kansas
$560K -$25.6K -291 -4%
AM
939
AGF Management
Ontario, Canada
$559K -$293K -3,332 -34%
OCA
940
OpenArc Corporate Advisory
Georgia
$557K +$13.1K +149 +2%
ATI
941
ARK & TLK Investments
Oklahoma
$556K +$563K +6,394 New
VWA
942
Visionary Wealth Advisors
Illinois
$554K +$1.23K +14 +0.2%
DWP
943
Daymark Wealth Partners
Ohio
$549K -$12.9K -147 -2%
SSG
944
Summit Securities Group
New York
$549K +$424K +4,814 +320%
WP
945
Wealthspan Partners
Iowa
$548K -$42.7K -485 -7%
LSIA
946
LaSalle St. Investment Advisors
Illinois
$547K +$352 +4 +0.1%
CS
947
Capital Square
Tennessee
$547K +$66.5K +755 +14%
GGA
948
Granite Group Advisors
Connecticut
$542K -$53.8K -611 -9%
FAM
949
Frontier Asset Management
Wyoming
$541K – – –
PCM
950
Pointe Capital Management
Michigan
$541K – – –
36 37
38
39 40