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Name Holding Trade Value Shares
Change 		Change in
Stake
PRS
1101
Pinkerton Retirement Specialists
Idaho
$3.1M +$30.3K +503 +1%
UBV
1102
United Bank (Virginia)
Virginia
$3.09M +$108K +1,785 +4%
CFA
1103
Carroll Financial Associates
North Carolina
$3.08M -$222K -3,687 -7%
GWMIA
1104
Global Wealth Management Investment Advisory
Florida
$3.08M +$75.8K +1,257 +3%
GVAG
1105
Great Valley Advisor Group
Delaware
$3.08M -$89.3K -1,480 -3%
ZB
1106
Zions Bancorporation
Utah
$3.08M -$239K -3,969 -7%
BIM
1107
Bridgecreek Investment Management
Oklahoma
$3.07M +$116K +1,925 +4%
SWM
1108
SVA Wealth Management
Wisconsin
$3.07M -$182K -3,020 -6%
BIA
1109
BMT Investment Advisors
Pennsylvania
$3.06M +$96.5K +1,600 +3%
BB
1110
Bell Bank
North Dakota
$3.06M +$951K +15,760 +46%
HCM
1111
Hengehold Capital Management
Ohio
$3.06M -$6.88K -114 -0.2%
LA
1112
Lynch & Associates
Indiana
$3.05M +$203K +3,373 +7%
AOWM
1113
Alpha Omega Wealth Management
Virginia
$3.04M -$66.3K -1,100 -2%
BC
1114
Burleson & Co
California
$3.04M +$1.15K +19 +0%
SFO
1115
Stokes Family Office
Louisiana
$3.03M +$2.98M +49,408 New
JIM
1116
Jupiter Investment Management
United Kingdom
$3.03M -$44.2M -732,028 -94%
CM
1117
Capula Management
Cayman Islands
$3.02M +$2.97M +49,220 New
AL
1118
Arnhold LLC
New York
$3.01M – – –
SMG
1119
Spectrum Management Group
Indiana
$3M -$439K -7,275 -13%
FHA
1120
Flagship Harbor Advisors
Massachusetts
$3M -$30K -498 -1%
CYG
1121
Clean Yield Group
Vermont
$3M +$29K +481 +1%
LJAC
1122
L.J. Altfest & Co
New York
$2.99M +$66.5K +1,102 +2%
EFS
1123
Essex Financial Services
Connecticut
$2.99M +$51.9K +860 +2%
SFM
1124
Signet Financial Management
New Jersey
$2.98M -$1.39K -23 -0%
CMO
1125
Covenant Multifamily Offices
Texas
$2.98M +$15.9K +264 +0.5%
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