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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
3801
Steward Financial Group
Texas
$1.08M +$51.3K +339 +4%
EAM
3802
Empirical Asset Management
Massachusetts
$1.08M -$285K -1,879 -19%
SHIM
3803
Stone House Investment Management
Pennsylvania
$1.08M -$46.3K -306 -4%
HPCM
3804
Hunter Perkins Capital Management
Illinois
$1.07M – – –
WAM
3805
Weinberger Asset Management
California
$1.07M +$96.3K +636 +9%
OAM
3806
Oak Asset Management
California
$1.07M -$23.5M -155,506 -95%
TWP
3807
TFO Wealth Partners
Ohio
$1.07M -$16.5K -109 -1%
CMP
3808
Courage Miller Partners
Virginia
$1.07M – – –
RCA
3809
Rex Capital Advisors
Rhode Island
$1.07M – – –
WWM
3810
Wiser Wealth Management
Georgia
$1.07M +$64.1K +423 +6%
VFA
3811
Voya Financial Advisors
Connecticut
$1.06M -$207K -1,370 -15%
WRM
3812
Weybosset Research & Management
Rhode Island
$1.06M +$1.18M +7,770 New
TSA
3813
Tri-Star Advisors
Texas
$1.06M +$12.6K +83 +1%
SCA
3814
Sippican Capital Advisors
Massachusetts
$1.06M -$96.3K -636 -8%
MF
3815
Meridian Financial
Massachusetts
$1.06M -$30.3K -200 -3%
CWM
3816
CarsonAllaria Wealth Management
Illinois
$1.05M +$757 +5 +0.1%
FIBT
3817
First International Bank & Trust
North Dakota
$1.05M -$129K -850 -10%
MAM
3818
Marotta Asset Management
Virginia
$1.05M -$189K -1,251 -11%
PPWP
3819
Proquility Private Wealth Partners
Nevada
$1.05M +$349K +2,304 +43%
PIC
3820
Portland Investment Counsel
Ontario, Canada
$1.05M – – –
TWM
3821
Tolleson Wealth Management
Texas
$1.05M – – –
AA
3822
Aufman Associates
Pennsylvania
$1.05M +$9.99K +66 +0.9%
EPWM
3823
Essex Private Wealth Management
Massachusetts
$1.04M +$196K +1,295 +20%
EGWAG
3824
Elwood & Goetz Wealth Advisory Group
Georgia
$1.04M -$52.1K -344 -4%
VC
3825
Veery Capital
Delaware
$1.04M -$66K -436 -5%
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