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Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
701
Delta Asset Management
Tennessee
$299K – – –
GIA
702
Guyasuta Investment Advisors
Pennsylvania
$298K – – –
FCP
703
Fidelis Capital Partners
Florida
$296K +$5.08K +42 +2%
BWM
704
BlackDiamond Wealth Management
New York
$294K -$19.7K -163 -7%
VAS
705
Vestmark Advisory Solutions
Massachusetts
$288K +$604 +5 +0.2%
UBV
706
United Bank (Virginia)
Virginia
$284K – – –
CGL
707
Clarius Group LLC
Washington
$283K -$20.3K -168 -7%
CFB
708
Cullen/Frost Bankers
Texas
$282K -$15.8K -131 -6%
FMII
709
Farmers & Merchants Investments Inc
Nebraska
$281K -$30.2K -250 -10%
S
710
Sachetta
Massachusetts
$281K – – –
FFM
711
Forum Financial Management
Illinois
$281K -$14.5K -120 -5%
HIIFS
712
Harel Insurance Investments & Financial Services
Israel
$279K +$23.3K +193 +10%
CCFM
713
Clear Creek Financial Management
Washington
$276K +$258K +2,134 New
DWP
714
Daymark Wealth Partners
Ohio
$274K -$43.7K -362 -15%
AG
715
AIA Group
Hong Kong
$273K -$47.6K -394 -16%
CAAS
716
Capital Asset Advisory Services
Michigan
$272K -$152K -1,259 -37%
FCCM
717
First City Capital Management
Georgia
$268K – – –
NL
718
NWAM LLC
Washington
$266K +$233K +1,926 New
FPAS
719
Focus Partners Advisor Solutions
Missouri
$265K +$247K +2,048 New
KP
720
Keel Point
Alabama
$263K +$34.7K +287 +16%
SC
721
Syon Capital
California
$263K -$207K -1,717 -46%
AAM
722
Advisors Asset Management
Colorado
$262K -$77.1K -638 -24%
SC
723
Savant Capital
Illinois
$262K +$245K +2,027 New
ZIM
724
Zacks Investment Management
Illinois
$262K +$2.42K +20 +1%
WPC
725
Wedmont Private Capital
Pennsylvania
$261K +$3.75K +31 +2%
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