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Name Holding Trade Value Shares
Change 		Change in
Stake
JWBC
826
J.W. Burns & Co
New York
$3.53M -$40.5K -910 -1%
WSTAM
827
Wilbanks Smith & Thomas Asset Management
Virginia
$3.52M +$198K +4,456 +5%
BO
828
Bank OZK
Arkansas
$3.52M -$82.9K -1,861 -2%
EWM
829
Executive Wealth Management
Michigan
$3.52M -$3.88M -87,109 -96%
EWA
830
Exencial Wealth Advisors
Oklahoma
$3.5M -$194K -4,348 -5%
P
831
Pariax
California
$3.49M -$301K -6,769 -7%
OIA
832
OneDigital Investment Advisors
Kansas
$3.48M +$417K +9,353 +11%
VCP
833
Verus Capital Partners
Arizona
$3.48M +$992K +22,282 +32%
JHCP
834
Jackson Hole Capital Partners
Oklahoma
$3.46M +$578K +12,973 +17%
WLPWM
835
Walled Lake Planning & Wealth Management
Illinois
$3.46M +$175K +3,931 +5%
SWM
836
SeaCrest Wealth Management
New York
$3.45M -$2.26M -50,816 -36%
PAMG
837
Patton Albertson Miller Group
Tennessee
$3.45M +$97.3K +2,185 +2%
CK
838
Cohen Klingenstein
New York
$3.44M – – –
TNB
839
Thomasville National Bank
Georgia
$3.44M +$44.8K +1,005 +1%
WHG
840
Westwood Holdings Group
Texas
$3.44M -$13.6M -306,038 -77%
FCH
841
Freestone Capital Holdings
Washington
$3.43M -$296K -6,657 -7%
KA
842
Kintegral Advisory
New York
$3.42M – – –
PWP
843
Principle Wealth Partners
Connecticut
$3.4M +$396K +8,895 +11%
CF
844
Clarity Financial
Texas
$3.4M -$1.52M -34,219 -28%
MGIA
845
Moneta Group Investment Advisors
Missouri
$3.39M -$107K -2,398 -3%
JAM
846
Jupiter Asset Management
United Kingdom
$3.38M +$2.47M +55,374 +165%
ERIC
847
Eagle Rock Investment Company
Georgia
$3.37M -$1.3M -29,258 -25%
RIM
848
Redpoint Investment Management
Australia
$3.36M -$683K -15,334 -15%
LWM
849
Lyell Wealth Management
California
$3.34M -$440K -9,890 -10%
RFM
850
Royal Fund Management
Florida
$3.34M +$27.7K +622 +0.7%
32 33
34
35 36