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Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
1076
International Assets Investment Management
Florida
$13M -$259K -743 -2%
SW
1077
Simplicity Wealth
New Jersey
$13M +$6.33M +18,153 +98%
DCM
1078
Donaldson Capital Management
Indiana
$13M -$661K -1,896 -5%
JPWM
1079
Jamison Private Wealth Management
Georgia
$13M +$28.2K +81 +0.2%
RBCM
1080
Raub Brock Capital Management
California
$12.9M +$12.7M +36,349 New
CCWM
1081
Cassaday & Co Wealth Management
Virginia
$12.9M -$63.1K -181 -0.5%
NAS
1082
NWF Advisory Services
California
$12.8M +$780K +2,238 +7%
VSQM
1083
V-Square Quantitative Management
Illinois
$12.8M -$47.8K -137 -0.4%
CK
1084
Cohen Klingenstein
New York
$12.8M – – –
NIM
1085
Nicollet Investment Management
Minnesota
$12.8M -$532K -1,525 -4%
FA
1086
Fagan Associates
New York
$12.7M -$228K -655 -2%
HT
1087
Heritage Trust
Oklahoma
$12.6M -$381K -1,092 -3%
DCA
1088
DSG Capital Advisors
Minnesota
$12.6M +$61.3K +176 +0.5%
EWM
1089
Evercore Wealth Management
New York
$12.6M -$447K -1,282 -3%
MAS
1090
Meeder Advisory Services
Ohio
$12.6M +$1.31M +3,746 +12%
WG
1091
Welch Group
Alabama
$12.6M +$247K +709 +2%
HVIA
1092
Hudson Valley Investment Advisors
New York
$12.6M -$520K -1,491 -4%
JSA
1093
Jacobson & Schmitt Advisors
Wisconsin
$12.5M -$385K -1,106 -3%
BC
1094
Burney Company
Virginia
$12.5M -$471K -1,351 -4%
XT
1095
XTX Topco
Cayman Islands
$12.5M +$12.3M +35,254 New
LT
1096
Legacy Trust
Michigan
$12.5M -$664K -1,905 -5%
NCM
1097
Novare Capital Management
North Carolina
$12.5M +$78.4K +225 +0.6%
MA
1098
Mezzasalma Advisors
New Jersey
$12.4M -$29.3K -84 -0.2%
AMM
1099
American Money Management
California
$12.4M +$344K +987 +3%
FEG
1100
Financial Enhancement Group
Indiana
$12.4M -$830K -2,381 -6%
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