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Name Holding Trade Value Shares
Change 		Change in
Stake
FLI
1176
Family Legacy Inc
South Carolina
$269K -$857K -15,466 -76%
ZIG
1177
Zuckerman Investment Group
Illinois
$269K – – –
HIMC
1178
Heritage Investors Management Corp
Maryland
$267K – – –
RPG
1179
Risk Paradigm Group
Texas
$267K -$139K -2,500 -33%
BHTS
1180
Bar Harbor Trust Services
Maine
$265K -$55 -1 -0%
RA
1181
Rational Advisors
New York
$263K -$391K -7,048 -59%
FMWA
1182
Forvis Mazars Wealth Advisors
Missouri
$260K -$16.6K -299 -6%
SHCM
1183
Stokes & Hubbell Capital Management
Louisiana
$260K +$268K +4,839 New
KFA
1184
Kays Financial Advisory
Georgia
$259K -$16.8K -304 -6%
EWM
1185
Evermay Wealth Management
Virginia
$259K – – –
LCM
1186
Liberty Capital Management
Michigan
$258K – – –
TA
1187
TMD & Associates
Arizona
$256K +$17.8K +322 +7%
AIP
1188
ARS Investment Partners
New York
$255K -$5.54K -100 -2%
MI
1189
Markston International
New York
$255K – – –
MC
1190
Matisse Capital
Oregon
$254K -$1.61K -29 -0.6%
AMM
1191
American Money Management
California
$254K +$55.5K +1,001 +27%
FM
1192
Family Management
New York
$252K +$260K +4,695 New
SWA
1193
SFMG Wealth Advisors
Texas
$251K -$38.3K -691 -13%
BC
1194
Blueport Capital
Texas
$251K +$53.9K +973 +26%
PFPT
1195
Pinnacle Financial Partners (Tennessee)
Tennessee
$250K -$323K -5,830 -56%
SGK
1196
Steigerwald Gordon & Koch
Virginia
$250K -$6.54K -118 -2%
IUHSA
1197
Itau Unibanco Holding S.A.
Brazil
$248K +$76.5K +1,381 +1,726%
TA
1198
Tiedemann Advisors
New York
$245K -$963K -17,374 -79%
NSAM
1199
North Star Asset Management
Wisconsin
$245K +$11.1K +200 +5%
SSWM
1200
Sheets Smith Wealth Management
North Carolina
$242K – – –
46 47
48
49 50