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Name Holding Trade Value Shares
Change 		Change in
Stake
IAM
2901
Infusive Asset Management
New York
$4.15M -$4.32M -27,520 -48%
ACM
2902
Axel Capital Management
New York
$4.15M +$4.71M +30,000 New
SP
2903
Successful Portfolios
Florida
$4.14M -$59K -376 -1%
TCM
2904
Tandem Capital Management
New Jersey
$4.14M -$152K -970 -3%
OF
2905
Outfitter Financial
Maine
$4.13M -$21.2K -135 -0.4%
CG
2906
Castellan Group
Kentucky
$4.11M -$3.08M -19,628 -40%
GCM
2907
G2 Capital Management
Ohio
$4.11M -$21.2K -135 -0.5%
SFG
2908
Summit Financial Group
West Virginia
$4.11M +$137K +875 +3%
BMC
2909
Beaton Management Company
Massachusetts
$4.11M – – –
POIA
2910
Pin Oak Investment Advisors
Texas
$4.1M -$69.2K -441 -1%
KWM
2911
Kolinsky Wealth Management
New Jersey
$4.08M +$546K +3,476 +13%
HFBOT
2912
Home Federal Bank of Tennessee
Tennessee
$4.08M – – –
LS
2913
Leelyn Smith
Illinois
$4.07M -$1.17M -7,457 -20%
FNA
2914
First National Advisers
Nebraska
$4.07M +$1.08M +6,913 +31%
MWP
2915
Meridian Wealth Partners
Pennsylvania
$4.06M +$66.9K +426 +1%
AA
2916
Argent Advisors
Louisiana
$4.05M -$60.9K -388 -1%
CWM
2917
Castle Wealth Management
Florida
$4.04M -$103K -655 -2%
HG
2918
Herbst Group
Connecticut
$4.04M +$114K +727 +3%
TA
2919
Trellis Advisors
Washington
$4.04M +$624K +3,974 +16%
PCWA
2920
Pacific Capital Wealth Advisors
California
$4.04M -$41K -261 -0.9%
CFFP
2921
Center for Financial Planning
Michigan
$4.03M +$84.9K +541 +2%
VFP
2922
Verus Financial Partners
Virginia
$4.03M -$19.3K -123 -0.4%
RCA
2923
Reitz Capital Advisors
Michigan
$4.02M +$15.7K +100 +0.3%
PHAM
2924
Palisades Hudson Asset Management
Florida
$4.01M -$26.7K -170 -0.6%
SCA
2925
St. Clair Advisors
Ohio
$4.01M +$13.5K +86 +0.3%
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