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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1151
SignalPoint Asset Management
Missouri
$22.1M +$65.7K +602 +0.3%
STA
1152
Summit Trail Advisors
New York
$22.1M +$4.9M +44,891 +32%
FI
1153
FormulaFolio Investments
Michigan
$22.1M +$2.74M +25,115 +15%
BO
1154
BRR OpCo
Ohio
$22.1M -$2.13M -19,478 -9%
CFS
1155
CRA Financial Services
New Jersey
$22M +$291K +2,669 +1%
LWM
1156
Liberty Wealth Management
California
$21.9M +$2.24M +20,530 +12%
TW
1157
TrinityPoint Wealth
Connecticut
$21.9M -$3.09M -28,337 -13%
NIA
1158
Northstar Investment Advisors
Colorado
$21.9M -$1.36M -12,420 -6%
RCP
1159
Rothschild Capital Partners
New York
$21.8M – – –
SIAP
1160
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$21.7M -$1.29M -11,854 -6%
NCM
1161
Nelson Capital Management
California
$21.7M +$189K +1,730 +0.9%
JAWM
1162
J. Arnold Wealth Management
Ohio
$21.6M +$1.74M +15,932 +9%
OCM
1163
Oribel Capital Management
New York
$21.6M -$7.41M -67,900 -27%
RIA
1164
Realta Investment Advisors
Delaware
$21.5M +$1.66M +15,170 +9%
PFBT
1165
Parkside Financial Bank & Trust
Missouri
$21.5M -$1.78M -16,355 -8%
MCM
1166
Mitchell Capital Management
Kansas
$21.5M -$2.84M -26,017 -12%
GLLW
1167
Graves Light Lenhart Wealth
Virginia
$21.4M -$4.28M -39,219 -17%
CFA
1168
Capstone Financial Advisors
Illinois
$21.4M +$137K +1,254 +0.7%
PDN
1169
Pensionfund DSM Netherlands
Netherlands
$21.4M – – –
PAM
1170
Peak Asset Management
Colorado
$21.3M -$2.58M -23,633 -11%
GAB
1171
German American Bancorp
Indiana
$21.3M -$4.21M -38,615 -17%
JFGIW
1172
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.3M +$184K +1,683 +0.9%
SFM
1173
Signet Financial Management
New Jersey
$21.2M -$798K -7,309 -4%
VNA
1174
Valley National Advisers
Pennsylvania
$21.2M -$516K -4,733 -3%
TCM
1175
Thames Capital Management
New Jersey
$21.2M – – –
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