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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1526
Spinnaker Trust
Maine
$541K – – –
VCM
1527
Virtue Capital Management
Tennessee
$541K +$8.3K +88 +2%
AW
1528
Alaethes Wealth
Nevada
$541K -$113K -1,202 -18%
TIA
1529
Tiemann Investment Advisors
California
$541K -$9.44K -100 -2%
ESCM
1530
Echo Street Capital Management
New York
$540K +$514K +5,443 New
DC
1531
DeDora Capital
California
$539K -$51.8K -549 -9%
SIC
1532
SFE Investment Counsel
California
$537K -$51K -540 -9%
CAM
1533
Cozad Asset Management
Illinois
$537K +$20.7K +219 +4%
PP
1534
Patten & Patten
Tennessee
$537K +$7.64K +81 +2%
FC
1535
Fulcrum Capital
Washington
$537K -$585K -6,199 -53%
CB
1536
Cadence Bank
Mississippi
$536K -$25.9K -274 -5%
CA
1537
Cornerstone Advisory
Maryland
$533K +$6.13K +65 +1%
SMH
1538
Sanders Morris Harris
Texas
$532K – – –
SEC
1539
Seven Eight Capital
New York
$531K -$181K -1,917 -26%
FWM
1540
Forza Wealth Management
Florida
$530K +$504K +5,338 New
RWM
1541
RBA Wealth Management
California
$528K – – –
MIC
1542
Meridian Investment Counsel
California
$526K +$500K +5,301 New
RCM
1543
Radnor Capital Management
Pennsylvania
$523K – – –
TSWM
1544
Triangle Securities Wealth Management
North Carolina
$523K -$3.77K -40 -0.8%
MWM
1545
Modera Wealth Management
New Jersey
$522K -$94 -1 -0%
PG
1546
Patten Group
Tennessee
$518K -$19.7K -209 -4%
NB
1547
Nicolet Bankshares
Wisconsin
$517K -$38.6K -409 -7%
WP
1548
WealthSource Partners
California
$517K -$20.5K -217 -4%
RI
1549
Ridgewood Investments
New Jersey
$516K -$62.3K -660 -11%
FHC
1550
First Heartland Consultants
Missouri
$513K +$14.3K +152 +3%
60 61
62
63 64