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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1926
Miles Capital
Iowa
$522K -$30.1K -522 -6%
RTC
1927
Riverview Trust Company
Washington
$522K -$1.04K -18 -0.2%
JLBC
1928
J.L. Bainbridge & Co
Florida
$519K -$35.1K -610 -7%
PWMG
1929
Prestige Wealth Management Group
New Jersey
$519K -$10.8K -188 -2%
CWM
1930
Campbell Wealth Management
Virginia
$519K +$33.6K +583 +7%
CHAM
1931
Clear Harbor Asset Management
Connecticut
$519K +$138K +2,390 +39%
PMFA
1932
Plante Moran Financial Advisors
Michigan
$513K -$60.1K -1,043 -11%
KF
1933
Krilogy Financial
Missouri
$512K +$48.5K +843 +11%
HIS
1934
Horizon Investment Services
Indiana
$509K +$223K +3,865 +85%
HS
1935
HighVista Strategies
Massachusetts
$507K -$11.5K -200 -2%
SBWIC
1936
Schaper Benz & Wise Investment Counsel
Wisconsin
$500K +$60.8K +1,056 +15%
OCM
1937
One Capital Management
California
$499K -$4.09K -71 -0.9%
IC
1938
Investment Counsel
Michigan
$499K – – –
HA
1939
Halsey Associates
Connecticut
$499K +$57.3K +995 +14%
CC
1940
Cypress Capital
Tennessee
$499K +$476K +8,265 New
WCM
1941
WealthBridge Capital Management
Ohio
$495K +$36.4K +632 +8%
GFS
1942
GYL Financial Synergies
Connecticut
$495K +$50K +868 +12%
WIS
1943
Wright Investors Service
Connecticut
$495K +$94.9K +1,648 +25%
RWM
1944
Ritholtz Wealth Management
New York
$494K +$240K +4,172 +104%
CNB
1945
Camden National Bank
Maine
$493K +$52.4K +909 +13%
HT
1946
Heritage Trust
Oklahoma
$492K +$28.3K +491 +6%
HH
1947
HWG Holdings
Texas
$490K -$248K -4,300 -35%
BI
1948
Ballast Inc
Kentucky
$488K -$5.18K -90 -1%
WC
1949
Weil Company
California
$487K +$2.42K +42 +0.5%
CIC
1950
Chase Investment Counsel
Virginia
$487K +$3.28K +57 +0.7%
76 77
78
79 80