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Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
3151
Beta Wealth Group
California
$2.26M +$129K +873 +6%
NC
3152
NinePointTwo Capital
California
$2.25M – – –
PWM
3153
Provident Wealth Management
Tennessee
$2.25M +$1.82M +12,352 +350%
EA
3154
Emerald Advisors
Washington
$2.24M +$110K +744 +5%
OFS
3155
Orrstown Financial Services
Pennsylvania
$2.24M -$277K -1,881 -11%
SCM
3156
Symons Capital Management
Pennsylvania
$2.23M -$4.64M -31,537 -67%
SWM
3157
Strategic Wealth Management
Washington
$2.23M +$431K +2,925 +23%
MCM
3158
Mork Capital Management
California
$2.22M – – –
IAMOG
3159
Investors Asset Management of Georgia
Georgia
$2.21M +$84.7K +575 +4%
CF
3160
Copperwynd Financial
Arizona
$2.21M +$11.6K +79 +0.5%
SC
3161
Steph & Co
Wisconsin
$2.2M -$88.3K -600 -4%
JHP
3162
James Hambro & Partners
United Kingdom
$2.19M +$715K +4,858 +46%
MCC
3163
Malaga Cove Capital
California
$2.19M -$14K -95 -0.6%
CIC
3164
Cornercap Investment Counsel
Georgia
$2.18M -$265K -1,800 -10%
PFA
3165
Professional Financial Advisors
Nebraska
$2.18M +$291K +1,978 +15%
MAA
3166
Mraz Amerine & Associates
California
$2.18M -$55.4K -376 -2%
MIM
3167
Meridiem Investment Management
United Kingdom
$2.18M – – –
IMA
3168
Investment Management Associates
Colorado
$2.18M – – –
WFA
3169
West Financial Advisors
Iowa
$2.17M +$147 +1 +0%
TAM
3170
Tealwood Asset Management
Minnesota
$2.17M +$2.26M +15,349 New
SWM
3171
Soundmark Wealth Management
Washington
$2.17M +$118K +799 +5%
WAOI
3172
Wealth Advisors of Iowa
Iowa
$2.17M +$8.98K +61 +0.4%
HCM
3173
HM Capital Management
Missouri
$2.16M +$354K +2,405 +19%
STB
3174
S&T Bank
Pennsylvania
$2.16M -$21.8K -148 -1%
CG
3175
Corundum Group
Colorado
$2.15M -$8.24K -56 -0.4%
125 126
127
128 129