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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1801
Brave Asset Management
New Jersey
$23.6M +$12.6K +47 +0.1%
JAM
1802
JCIC Asset Management
Ontario, Canada
$23.5M -$287K -1,070 -1%
CP
1803
CenterBook Partners
Connecticut
$23.5M -$407K -1,517 -2%
GAA
1804
Guardian Asset Advisors
Pennsylvania
$23.5M +$1.88K +7 +0%
CIC
1805
Concord Investment Counsel
California
$23.5M -$4.67M -17,395 -17%
RCYC
1806
Richard C. Young & Co
Rhode Island
$23.4M +$1.33M +4,951 +6%
AWM
1807
Absher Wealth Management
North Carolina
$23.4M -$744K -2,773 -3%
CCM
1808
Copeland Capital Management
Pennsylvania
$23.4M -$1.27M -4,726 -5%
LFA
1809
Legacy Financial Advisors
Kentucky
$23.4M +$1.25M +4,657 +6%
BWM
1810
Bernard Wealth Management
Michigan
$23.4M -$102K -381 -0.4%
SIS
1811
Sound Income Strategies
Florida
$23.4M +$1.38M +5,155 +6%
IPAM
1812
ICICI Prudential Asset Management
India
$23.4M -$1.81M -6,736 -7%
SW
1813
SkyOak Wealth
Michigan
$23.3M -$539K -2,006 -2%
CAC
1814
Core Alternative Capital
Georgia
$23.3M +$168K +625 +0.7%
CFO
1815
Cambient Family Office
Michigan
$23.3M +$23M +85,664 New
SCM
1816
Sterneck Capital Management
Missouri
$23.2M -$168K -625 -0.7%
TWA
1817
Tulsa Wealth Advisors
Oklahoma
$23.2M +$22.9M +85,294 New
HEM
1818
Henson-Edgewater Management
Ohio
$23.2M +$22.9M +85,243 New
IIM
1819
Ipswich Investment Management
Massachusetts
$23.1M -$374K -1,392 -2%
IA
1820
Intellus Advisors
Florida
$23.1M -$246K -915 -1%
TFA
1821
Toth Financial Advisory
Virginia
$23.1M -$310K -1,154 -1%
EFG
1822
Ethos Financial Group
Pennsylvania
$23M +$4.3M +16,023 +23%
ICP
1823
Interchange Capital Partners
Pennsylvania
$23M +$531K +1,979 +2%
OL
1824
Optas LLC
Texas
$23M +$1.29M +4,798 +6%
ML
1825
McAdam LLC
Pennsylvania
$23M +$556K +2,070 +3%
71 72
73
74 75