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Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
1601
Blue Chip Wealth Management
Florida
$667K +$18.4K +380 +3%
GI
1602
Gradient Investments
Minnesota
$666K +$43.3K +894 +7%
BCA
1603
Bray Capital Advisors
Florida
$665K -$9.68K -200 -1%
VIA
1604
Vantage Investment Advisors
Pennsylvania
$663K -$54.4K -1,124 -8%
SAM
1605
Sequent Asset Management
Texas
$663K -$50.1K -1,034 -7%
DAM
1606
Doheny Asset Management
California
$663K – – –
AWM
1607
Aevitas Wealth Management
Massachusetts
$662K +$96.5K +1,994 +18%
BWA
1608
BDO Wealth Advisors
Florida
$661K +$73.8K +1,525 +13%
FRM
1609
Fox Run Management
Connecticut
$660K +$635K +13,114 New
HWA
1610
HCR Wealth Advisors
California
$659K – – –
SP
1611
Successful Portfolios
Florida
$657K +$40.5K +836 +7%
UBV
1612
United Bank (Virginia)
Virginia
$656K -$73.1K -1,510 -10%
RWM
1613
RKL Wealth Management
Pennsylvania
$654K -$102K -2,112 -14%
MCWS
1614
McKinley Carter Wealth Services
West Virginia
$654K -$33.9K -700 -5%
MCA
1615
Mercer Capital Advisers
New Jersey
$653K +$24.2K +500 +4%
ODCM
1616
Old Dominion Capital Management
Virginia
$644K -$3K -62 -0.5%
AIM
1617
Advantage Investment Management
Iowa
$642K -$918K -18,961 -60%
KIA
1618
Kopp Investment Advisors
Minnesota
$642K +$3.29K +68 +0.5%
MCM
1619
Manchester Capital Management
Vermont
$642K +$103K +2,127 +20%
LPC
1620
Loeb Partners Corp
New York
$636K +$244K +5,031 +66%
MAA
1621
Mraz Amerine & Associates
California
$633K +$222K +4,585 +57%
FCAG
1622
First Capital Advisors Group
New Jersey
$631K -$15.3K -316 -2%
FA
1623
Fagan Associates
New York
$631K +$242 +5 +0%
CAS
1624
Cue Advisory Services
Arizona
$629K -$59.6K -1,231 -9%
BFC
1625
Blue Fin Capital
Rhode Island
$628K +$48 +1 +0%
63 64
65
66 67