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Name Holding Trade Value Shares
Change 		Change in
Stake
UBG
1801
United Bank (Georgia)
Georgia
$1.89M -$77.6K -331 -4%
ACM
1802
Ascendant Capital Management
California
$1.89M +$633K +2,700 +47%
PFWA
1803
Paces Ferry Wealth Advisors
Georgia
$1.89M -$47.8K -204 -2%
IC
1804
Intersect Capital
California
$1.87M +$64K +273 +3%
AP
1805
Americana Partners
Texas
$1.87M +$843K +3,596 +75%
CCWA
1806
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.87M -$11K -47 -0.6%
MCM
1807
Mainstay Capital Management
Michigan
$1.87M +$389K +1,659 +25%
WSC
1808
Wellington Shields & Co
New York
$1.87M -$85.6K -365 -4%
APP
1809
Avantax Planning Partners
Iowa
$1.85M +$6.33K +27 +0.3%
SFM
1810
Systematic Financial Management
New Jersey
$1.85M – – –
HCM
1811
Hall Capital Management
Rhode Island
$1.84M +$38.5K +164 +2%
CPO
1812
Cerity Partners OCIO
New York
$1.83M +$164K +700 +9%
WP
1813
WealthShield Partners
North Carolina
$1.83M +$95K +405 +5%
ITIM
1814
Indiana Trust & Investment Management
Indiana
$1.82M -$103K -438 -5%
CAG
1815
Csenge Advisory Group
Florida
$1.82M +$140K +599 +8%
CIP
1816
Capital Insight Partners
Arizona
$1.82M -$19.7K -84 -1%
NAMP
1817
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.82M +$14.1K +60 +0.7%
CI
1818
Cavalier Investments
Georgia
$1.82M +$454K +1,935 +31%
BHTS
1819
Bar Harbor Trust Services
Maine
$1.81M +$97.3K +415 +5%
HEIP
1820
Hudson Edge Investment Partners
New Jersey
$1.81M -$41K -175 -2%
CCM
1821
Cox Capital Management
Massachusetts
$1.81M +$91K +388 +5%
UAML
1822
US Asset Management LLC
Pennsylvania
$1.81M +$1.9M +8,113 New
EGA
1823
E&G Advisors
Texas
$1.79M +$1.88M +8,038 New
WSCM
1824
Wellington Shields Capital Management
New York
$1.79M +$95.4K +407 +5%
RCM
1825
Radnor Capital Management
Pennsylvania
$1.79M +$1.88M +8,025 New
71 72
73
74 75