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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2726
Sugarloaf Wealth Management
Georgia
$1.56M +$269K +1,700 +20%
CWM
2727
Chesapeake Wealth Management
Virginia
$1.56M +$3.17K +20 +0.2%
CAM
2728
Cubic Asset Management
Massachusetts
$1.56M +$1.59M +10,060 New
IWA
2729
Inspirion Wealth Advisors
Illinois
$1.55M +$12.7K +80 +0.8%
GD
2730
Grandfield & Dodd
New York
$1.55M +$197K +1,240 +14%
SCM
2731
Snow Capital Management
Pennsylvania
$1.55M -$317K -2,000 -17%
FAG
2732
Financial Advisory Group
Texas
$1.55M -$25.4K -160 -2%
BT
2733
Brandywine Trust
Delaware
$1.55M – – –
SCP
2734
Stamos Capital Partners
California
$1.55M – – –
V
2735
VeraBank
Texas
$1.54M +$317K +2,000 +25%
CCA
2736
Column Capital Advisors
Indiana
$1.53M -$187K -1,180 -11%
HFG
2737
Heron Financial Group
New York
$1.53M +$327K +2,060 +27%
NIP
2738
Nicholas Investment Partners
California
$1.52M -$6.25M -39,460 -80%
GI
2739
Glovista Investments
New Jersey
$1.52M -$1.93M -12,160 -55%
SM
2740
Sciencast Management
New Jersey
$1.52M +$1.46M +9,220 New
HWM
2741
Howard Wealth Management
Connecticut
$1.52M -$120K -760 -7%
GC
2742
Giverny Capital
Quebec, Canada
$1.52M +$76.1K +480 +5%
IFAM
2743
Institutional & Family Asset Management
Colorado
$1.52M +$181K +1,140 +13%
BFC
2744
Bedel Financial Consulting
Indiana
$1.52M +$206K +1,300 +15%
AWA
2745
Aaron Wealth Advisors
Illinois
$1.51M -$178K -1,120 -10%
CA
2746
Cumberland Advisors
Florida
$1.51M -$159K -1,000 -9%
MCWS
2747
McKinley Carter Wealth Services
West Virginia
$1.51M -$152K -960 -9%
RCA
2748
Ranch Capital Advisors
Florida
$1.5M +$79.3K +500 +5%
FNC
2749
First National Corp
Massachusetts
$1.5M -$34.9K -220 -2%
LIA
2750
LBMC Investment Advisors
Tennessee
$1.5M +$69.7K +440 +5%
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110
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