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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1001
Savant Capital
Illinois
$922K +$100K +1,472 +12%
AIIMS
1002
Analyst IMS Investment Management Services
Israel
$920K – – –
VWA
1003
V Wealth Advisors
Kansas
$909K +$307K +4,510 +49%
RCM
1004
Radnor Capital Management
Pennsylvania
$909K +$929K +13,620 New
CFLC
1005
California First Leasing Corp
California
$908K – – –
EWM
1006
Empirical Wealth Management
Washington
$905K +$56.2K +825 +6%
HI
1007
Harbour Investments
Wisconsin
$903K -$4.29K -63 -0.5%
CI
1008
Cigna Investments
Connecticut
$902K -$17.3K -254 -2%
SGI
1009
Summit Global Investments
Utah
$898K +$917K +13,453 New
CP
1010
CenterBook Partners
Connecticut
$894K -$1.85M -27,118 -67%
NHC
1011
Nicholas Hoffman & Company
Georgia
$891K +$910K +13,347 New
TAM
1012
Trust Asset Management
Texas
$889K – – –
SNBOSCI
1013
Security National Bank of Sioux City Iowa
Iowa
$888K +$907K +13,307 New
GP
1014
Greenline Partners
New York
$885K +$530K +7,774 +142%
CT
1015
Colonial Trust
South Carolina
$884K +$14.9K +218 +2%
S
1016
SignatureFD
Georgia
$881K -$437K -6,411 -33%
AWM
1017
Avior Wealth Management
Nebraska
$881K -$244K -3,582 -21%
GI
1018
GAMCO Investors
Connecticut
$875K +$87.9K +1,290 +11%
WAG
1019
Wallace Advisory Group
California
$874K – – –
WCM
1020
Wunderlich Capital Managemnt
Tennessee
$873K -$137K -2,016 -13%
SAM
1021
Sompo Asset Management
Japan
$872K -$72.3K -1,060 -8%
BAM
1022
Byrne Asset Management
New Jersey
$872K +$110K +1,615 +14%
RCM
1023
RB Capital Management
Nevada
$871K -$195K -2,866 -18%
IPW
1024
Inlet Private Wealth
Florida
$870K – – –
KIA
1025
Knollwood Investment Advisory
Maryland
$869K – – –
39 40
41
42 43