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Name Holding Trade Value Shares
Change 		Change in
Stake
RW
1851
REDW Wealth
New Mexico
$381K +$8.57K +76 +2%
SF
1852
Symphony Financial
Texas
$381K +$89.3K +792 +32%
SEP
1853
Southland Equity Partners
Missouri
$381K +$3.27K +29 +0.9%
ANTB
1854
AMG National Trust Bank
Colorado
$379K -$175K -1,550 -32%
MCM
1855
Mendel Capital Management
Arkansas
$379K +$365K +3,239 New
CAWM
1856
Capital Advisors Wealth Management
Washington
$378K +$55.4K +491 +18%
EP
1857
EPIQ Partners
Minnesota
$377K -$22.5K -200 -6%
SSW
1858
Smith Shellnut Wilson
Mississippi
$377K – – –
FAT
1859
First American Trust
California
$376K -$6.35M -56,330 -95%
VDI
1860
Vaughan David Investments
Illinois
$376K -$123K -1,090 -25%
THWM
1861
Taylor Hoffman Wealth Management
Virginia
$376K -$1.13K -10 -0.3%
PAG
1862
Private Advisory Group
Washington
$376K +$56.9K +505 +19%
CIA
1863
Cladis Investment Advisory
Montana
$376K +$588K +5,213 New
FW
1864
FirstPurpose Wealth
Utah
$375K +$362K +3,209 New
TWM
1865
Tolleson Wealth Management
Texas
$374K – – –
BFAG
1866
Blackston Financial Advisory Group
Florida
$374K +$361K +3,199 New
DOA
1867
D'Orazio & Associates
Virginia
$373K +$14.9K +132 +4%
M
1868
Mirova
France
$373K +$360K +3,197 New
WFI
1869
West Family Investments
California
$371K -$173K -1,531 -33%
JAG
1870
Journey Advisory Group
Kentucky
$371K +$357K +3,169 New
SDWMA
1871
Schneider Downs Wealth Management Advisors
Pennsylvania
$370K +$30.2K +268 +9%
SGA
1872
Seaport Global Advisors
Massachusetts
$370K +$357K +3,166 New
CSPIA
1873
Cary Street Partners Investment Advisory
Virginia
$369K -$9.02K -80 -2%
NRS
1874
Neville Rodie & Shaw
New York
$368K -$93K -825 -21%
CCM
1875
Carlson Capital Management
Minnesota
$367K -$6.43K -57 -2%
73 74
75
76 77