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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2701
Advyzon Investment Management
Illinois
$11.2M +$3.82M +14,220 +52%
SFG
2702
Snider Financial Group
Washington
$11.2M -$577K -2,148 -5%
PHIC
2703
Pine Haven Investment Counsel
Massachusetts
$11.2M -$113K -420 -1%
NSB
2704
Norway Savings Bank
Maine
$11.2M -$99.6K -371 -0.9%
TAFW
2705
Tred Avon Family Wealth
Maryland
$11.2M +$828K +3,084 +8%
OIM
2706
Oder Investment Management
California
$11.2M -$378K -1,409 -3%
HH
2707
Hilltop Holdings
Texas
$11.2M -$73.7M -274,563 -87%
MFS
2708
Mattson Financial Services
Michigan
$11.2M -$26.3K -98 -0.2%
RFM
2709
Royal Fund Management
Florida
$11.2M +$2.32M +8,636 +27%
CIM
2710
Contravisory Investment Management
Massachusetts
$11.2M -$96.1K -358 -0.9%
CTC
2711
Cetera Trust Company
Minnesota
$11.1M – – –
AGP
2712
Aspire Growth Partners
Florida
$11.1M -$132K -490 -1%
HCG
2713
Haven Capital Group
California
$11.1M -$1.22M -4,539 -10%
LEA
2714
Legacy Edge Advisors
New York
$11.1M +$396K +1,475 +4%
GSIAS
2715
Garden State Investment Advisory Services
New Jersey
$11.1M +$242K +901 +2%
SIAG
2716
Safeguard Investment Advisory Group
California
$11.1M -$476K -1,773 -4%
MAC
2717
Mason & Associates (California)
California
$11.1M +$813K +3,030 +8%
EWA
2718
Eagle Wealth Advisors
Connecticut
$11.1M +$10.9M +40,751 New
VRM
2719
Vectors Research Management
New York
$11.1M +$2.25M +8,376 +26%
GCM
2720
Greenland Capital Management
New York
$11.1M +$10.9M +40,661 New
IAS
2721
IMA Advisory Services
Colorado
$11M +$1.8M +6,718 +20%
NWM
2722
Northcape Wealth Management
New York
$11M -$154K -573 -1%
MWM
2723
Meritas Wealth Management
California
$11M -$15.8K -59 -0.1%
IWM
2724
Integris Wealth Management
California
$11M -$130K -486 -1%
CWA
2725
CM Wealth Advisors
Ohio
$11M +$2.92M +10,865 +37%
107 108
109
110 111