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Name Holding Trade Value Shares
Change 		Change in
Stake
SPI
2126
Santori & Peters Inc
Pennsylvania
$303K +$7.99K +141 +3%
LA
2127
Lau Associates
Delaware
$302K -$3.46K -61 -1%
SCM
2128
Silvant Capital Management
Georgia
$302K – – –
AEPG
2129
American Economic Planning Group
New Jersey
$302K +$1.3K +23 +0.5%
AWCI
2130
Alpine Woods Capital Investors
New York
$301K – – –
IAS
2131
IMA Advisory Services
Colorado
$301K +$77.9K +1,375 +37%
SAM
2132
Shikiar Asset Management
New York
$300K – – –
BFWA
2133
Benchmark Financial Wealth Advisors
Florida
$299K +$1.93K +34 +0.7%
TWM
2134
Titus Wealth Management
California
$299K +$2.83K +50 +1%
PCP
2135
Proficio Capital Partners
Massachusetts
$299K +$56.3K +994 +24%
WCM
2136
Weatherstone Capital Management
Colorado
$298K -$328K -5,789 -53%
SICM
2137
Sustainable Insight Capital Management
New York
$298K -$110K -1,939 -28%
STA
2138
Summit Trail Advisors
New York
$296K -$16K -283 -5%
KA
2139
Klingman & Associates
New York
$296K -$5.78K -102 -2%
SFG
2140
Sather Financial Group
Texas
$295K -$16.3K -288 -5%
NA
2141
Nottingham Advisors
New York
$295K -$5.66K -100 -2%
VAG
2142
VisionPoint Advisory Group
Texas
$294K -$10.9K -192 -4%
SSW
2143
Smith Shellnut Wilson
Mississippi
$294K +$62.9K +1,110 +29%
KCM
2144
Kendall Capital Management
Maryland
$293K – – –
MTC
2145
McDaniel Terry & Co
Texas
$292K +$16.3K +287 +6%
NWA
2146
New World Advisors
Massachusetts
$292K +$280K +4,938 New
SAM
2147
Shamrock Asset Management
Texas
$291K -$39.6K -700 -12%
LFA
2148
Legacy Financial Advisors
Kentucky
$290K -$29.9K -528 -10%
BWM
2149
BT Wealth Management
Georgia
$289K -$176K -3,114 -39%
PCMK
2150
Paragon Capital Management (Kansas)
Kansas
$289K -$2.04K -36 -0.7%
84 85
86
87 88