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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1676
Fortis Advisors
Pennsylvania
$348K -$15.8K -114 -5%
AP
1677
Arlington Partners
Alabama
$348K -$4.97K -36 -2%
GC
1678
Grace Capital
Massachusetts
$348K – – –
ACM
1679
Argent Capital Management
Missouri
$348K +$276K +2,000 New
FBC
1680
Fairfield, Bush & Co
Connecticut
$348K +$276K +2,000 New
FMC
1681
First Merchants Corp
Indiana
$348K +$276K +2,000 New
MCG
1682
MACRO Consulting Group
New Jersey
$346K – – –
APW
1683
Austin Private Wealth
Texas
$346K +$275K +1,987 New
CPA
1684
Capital Planning Advisors
California
$345K +$274K +1,980 New
CBT
1685
Central Bank & Trust
Kentucky
$344K -$6.08K -44 -2%
TWM
1686
Triton Wealth Management
Arizona
$344K +$262K +1,897 New
CPO
1687
Cerity Partners OCIO
New York
$344K +$273K +1,972 New
SCM
1688
Southport Capital Management
Tennessee
$342K +$271K +1,962 New
LRPA
1689
L. Roy Papp & Associates
Arizona
$342K +$271K +1,964 New
PFBT
1690
Parkside Financial Bank & Trust
Missouri
$341K -$7.05K -51 -3%
CRCM
1691
Corbett Road Capital Management
Virginia
$341K +$45.9K +332 +20%
TWP
1692
Tempus Wealth Planning
California
$340K -$244K -1,768 -48%
HCP
1693
Holt Capital Partners
Texas
$340K +$269K +1,950 New
MMHP
1694
Murphy Middleton Hinkle & Parker
Georgia
$340K +$269K +1,950 New
SWA
1695
SFMG Wealth Advisors
Texas
$340K +$269K +1,950 New
EMFAT
1696
Emerald Mutual Fund Advisers Trust
Pennsylvania
$338K +$268K +1,942 New
WA
1697
Wealth Architects
California
$338K +$268K +1,942 New
NERM
1698
New England Research & Management
Illinois
$335K -$791K -5,725 -75%
BWP
1699
Bernardo Wealth Planning
Pennsylvania
$335K +$266K +1,926 New
OWA
1700
One Wealth Advisors
California
$333K +$264K +1,912 New
66 67
68
69 70