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Name Holding Trade Value Shares
Change 		Change in
Stake
TWPM
1451
Total Wealth Planning & Management
Florida
$1.2M +$145K +3,487 +15%
FA
1452
Fiduciary Alliance
South Carolina
$1.19M +$30.6K +735 +3%
TSW
1453
Thompson Siegel & Walmsley
Virginia
$1.19M -$179K -4,309 -14%
CAMV
1454
Concord Asset Management (Virginia)
Virginia
$1.19M +$313K +7,521 +37%
BIA
1455
Beacon Investment Advisors
Maryland
$1.19M +$104K +2,502 +11%
SC
1456
Searle & Co
Connecticut
$1.19M -$41.6K -999 -4%
AB
1457
Atlas Brown
Kentucky
$1.19M +$67.7K +1,626 +7%
PF
1458
Phoenix Financial
Israel
$1.19M +$128K +3,065 +13%
FGA
1459
Fortis Group Advisors
New Jersey
$1.19M +$160K +3,852 +17%
EWM
1460
Evercore Wealth Management
New York
$1.19M -$71.4K -1,716 -6%
UCB
1461
United Community Bank
South Carolina
$1.19M +$276K +6,641 +34%
MW
1462
Marcum Wealth
Ohio
$1.18M -$35.1K -843 -3%
WIC
1463
Wilkins Investment Counsel
Massachusetts
$1.18M +$15.6K +375 +1%
AIM
1464
Athena Investment Management
California
$1.18M +$5.83K +140 +0.5%
PPW
1465
Parcion Private Wealth
Washington
$1.18M – – –
MCP
1466
Mirador Capital Partners
California
$1.17M +$23K +553 +2%
PCP
1467
Perbak Capital Partners
United Kingdom
$1.17M -$1.36M -32,715 -56%
MFA
1468
Mayflower Financial Advisors
Massachusetts
$1.17M +$17.4K +419 +2%
BIG
1469
Boothe Investment Group
Delaware
$1.17M +$34.8K +835 +3%
CSC
1470
Caldwell Sutter Capital
California
$1.17M -$18.5K -445 -2%
BFA
1471
Beacon Financial Advisory
Ohio
$1.17M +$8.95K +215 +0.8%
BF
1472
bLong Financial
Tennessee
$1.16M -$8.33K -200 -0.8%
BCM
1473
Birmingham Capital Management
Alabama
$1.16M +$54.7K +1,315 +5%
GEA
1474
Glen Eagle Advisors
New Jersey
$1.16M -$17.9K -429 -2%
PCMM
1475
Piedmont Capital Management (Montana)
Montana
$1.15M -$16.4K -394 -1%
57 58
59
60 61