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Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
1051
Next Financial Group
Texas
$2.9M +$1.72M +29,797 +143%
RFWA
1052
RPg Family Wealth Advisory
Massachusetts
$2.89M +$24.2K +420 +0.8%
WGCA
1053
Wolf Group Capital Advisors
Virginia
$2.89M -$121K -2,095 -4%
BAC
1054
Boys Arnold & Co
North Carolina
$2.89M -$146K -2,526 -5%
EBT
1055
Enterprise Bank & Trust
Massachusetts
$2.88M -$3.46K -60 -0.1%
MF
1056
MHI Funds
New York
$2.88M -$29.3K -508 -1%
CCI
1057
Credit Capital Investments
New Jersey
$2.86M – – –
HCM
1058
Hengehold Capital Management
Ohio
$2.85M +$27.6K +479 +1%
AM
1059
Atwater Malick
Pennsylvania
$2.84M +$128K +2,216 +5%
WA
1060
WESPAC Advisors
California
$2.83M -$168K -2,907 -6%
DBG
1061
De Burlo Group
Massachusetts
$2.83M +$11.5K +200 +0.4%
CAM
1062
Costello Asset Management
Pennsylvania
$2.83M -$33.3K -578 -1%
SIAG
1063
Signet Investment Advisory Group
Rhode Island
$2.83M +$114K +1,970 +4%
GCM
1064
Gables Capital Management
Florida
$2.82M +$5.76K +100 +0.2%
CFA
1065
Carroll Financial Associates
North Carolina
$2.82M +$588K +10,197 +26%
PA
1066
Perennial Advisors
New York
$2.81M +$127K +2,203 +5%
HB
1067
Homrich & Berg
Georgia
$2.81M +$213K +3,694 +8%
AL
1068
Arnhold LLC
New York
$2.8M – – –
PHIMC
1069
Private Harbour Investment Management & Counsel
Ohio
$2.8M -$36.1K -627 -1%
CMO
1070
Covenant Multifamily Offices
Texas
$2.79M +$1.8M +31,257 +178%
PRS
1071
Pinkerton Retirement Specialists
Idaho
$2.78M +$45.8K +795 +2%
LCC
1072
Lincoln Capital Corp
Rhode Island
$2.78M -$33K -573 -1%
AWA
1073
ARS Wealth Advisors
Florida
$2.78M +$361K +6,260 +15%
DWT
1074
Dorsey & Whitney Trust
South Dakota
$2.77M +$51.8K +899 +2%
SFM
1075
Signet Financial Management
New Jersey
$2.77M -$23.7K -411 -0.8%
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