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Name Holding Trade Value Shares
Change 		Change in
Stake
LMKC
1301
L.M. Kohn & Company
Ohio
$29.7M -$4.69M -23,236 -14%
B
1302
BetterWealth
California
$29.7M -$585K -2,898 -2%
SS
1303
Sunbelt Securities
Texas
$29.6M +$281K +1,392 +1%
ELI
1304
Empire Life Investments
Ontario, Canada
$29.6M -$1.75M -8,673 -6%
TS
1305
Tamar Securities
California
$29.6M -$95.3K -472 -0.3%
SPC
1306
Spirepoint Private Client
Florida
$29.5M -$33.9K -168 -0.1%
FG
1307
Foster Group
Iowa
$29.5M -$224K -1,109 -0.8%
PP
1308
Postrock Partners
Oregon
$29.5M +$606 +3 +0%
FDP
1309
Financiere des Professionnels
Quebec, Canada
$29.4M +$7.06M +34,978 +32%
SFG
1310
SNS Financial Group
Minnesota
$29.4M -$216K -1,068 -0.7%
LPAM
1311
Lodestar Private Asset Management
California
$29.4M -$489K -2,423 -2%
GIP
1312
Greatmark Investment Partners
Georgia
$29.3M -$117K -577 -0.4%
FMTC
1313
Farmers & Merchants Trust Company
California
$29.3M +$2.63M +13,009 +10%
MIP
1314
Marietta Investment Partners
Wisconsin
$29.2M -$307K -1,521 -1%
PTC
1315
Private Trust Company
Ohio
$29.2M +$208K +1,028 +0.7%
MCM
1316
Mitchell Capital Management
Kansas
$29.2M -$4.21M -20,835 -13%
B
1317
Bensler
Washington
$29.2M +$534K +2,643 +2%
1SB
1318
1ST Source Bank
Indiana
$29.1M -$3.66M -18,102 -11%
SCA
1319
Sander Capital Advisors
Washington
$29.1M -$1.06M -5,225 -4%
SAM
1320
Smartleaf Asset Management
Massachusetts
$29.1M -$4.43M -21,922 -13%
MCWS
1321
McKinley Carter Wealth Services
West Virginia
$28.9M +$245K +1,211 +0.9%
VF
1322
Virtu Financial
New York
$28.9M +$14.2M +70,264 +99%
RWM
1323
Rockline Wealth Management
New York
$28.9M -$490K -2,425 -2%
PPWP
1324
Premier Path Wealth Partners
New Jersey
$28.8M -$165K -815 -0.6%
AWM
1325
Angeles Wealth Management
California
$28.7M +$1.35M +6,690 +5%
51 52
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