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Name Holding Trade Value Shares
Change 		Change in
Stake
OC
2501
Oakworth Capital
Alabama
$599K +$156K +519 +38%
IP
2502
Investment Partners
Ohio
$598K +$37.7K +125 +7%
CCM
2503
Condor Capital Management
New Jersey
$598K – – –
AWA
2504
Acorn Wealth Advisors
Michigan
$597K -$6.63K -22 -1%
BTWM
2505
Brass Tax Wealth Management
Ohio
$596K +$168K +559 +42%
MPW
2506
MGO Private Wealth
California
$596K – – –
MWA
2507
MN Wealth Advisors
Kansas
$596K +$101K +334 +22%
EMC
2508
Everest Management Corp
California
$595K +$37.4K +124 +7%
NFG
2509
Norris Financial Group
South Carolina
$594K +$35.6K +118 +7%
CFGA
2510
Cambridge Financial Group (Arizona)
Arizona
$593K -$23.5K -78 -4%
TCBWMS
2511
Texas Capital Bank Wealth Management Services
Texas
$593K +$67.8K +225 +14%
CG
2512
Cynosure Group
Utah
$593K +$97.9K +325 +21%
MSWMA
2513
Market Street Wealth Management Advisors
Indiana
$593K +$3.01K +10 +0.5%
HPC
2514
Hobart Private Capital
North Carolina
$592K +$169K +561 +43%
NWA
2515
Navis Wealth Advisors
New York
$591K -$44.9K -149 -7%
FDCP
2516
Foster Dykema Cabot & Partners
Massachusetts
$588K – – –
PA
2517
Planning Alternatives
Michigan
$587K -$13.3K -44 -2%
PMFA
2518
Plante Moran Financial Advisors
Michigan
$586K -$5.12K -17 -0.9%
GTAM
2519
Global Trust Asset Management
Florida
$586K +$40.4K +134 +8%
GC
2520
Grange Capital
Oregon
$586K +$18.1K +60 +3%
MSG
2521
Main Street Group
Virginia
$585K -$57.8K -192 -9%
LAM
2522
LECAP Asset Management
United Kingdom
$585K +$555K +1,842 New
GJWM
2523
Gilliland Jeter Wealth Management
Arkansas
$585K +$89.5K +297 +19%
RI
2524
Ridgewood Investments
New Jersey
$583K +$5.12K +17 +0.9%
SIC
2525
Sterling Investment Counsel
New York
$583K -$330K -1,095 -37%
99 100
101
102 103