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Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
1426
Nations Financial Group
Iowa
$815K +$47.5K +133 +6%
WA
1427
Waverly Advisors
Alabama
$812K +$475K +1,328 +165%
SIMM
1428
Stillwater Investment Management (Minnesota)
Minnesota
$811K +$4.65K +13 +0.6%
CW
1429
CreativeOne Wealth
Kansas
$810K +$15K +42 +2%
JA
1430
JOYN Advisors
Georgia
$809K -$2.86K -8 -0.4%
SPC
1431
Stewart & Patten Company
California
$809K – – –
FA
1432
FMA Advisory
Pennsylvania
$804K +$70.8K +198 +10%
LC
1433
Lindbrook Capital
California
$803K +$5.72K +16 +0.8%
PFM
1434
Parsec Financial Management
North Carolina
$802K -$250K -700 -25%
AF
1435
Aldebaran Financial
$799K +$30K +84 +4%
SBSB
1436
Sullivan, Bruyette, Speros & Blaney
Virginia
$796K -$13.2K -37 -2%
SDAM
1437
Shulman DeMeo Asset Management
New York
$796K +$357 +1 +0%
WAG
1438
Winthrop Advisory Group
Massachusetts
$796K +$29.7K +83 +4%
CVM
1439
Cheviot Value Management
California
$791K -$17.5K -49 -2%
GFS
1440
GYL Financial Synergies
Connecticut
$790K -$85.1K -238 -10%
DHFB
1441
Dixon Hubard Feinour & Brown
Virginia
$790K +$15K +42 +2%
UF
1442
Univest Financial
Pennsylvania
$790K +$65.1K +182 +10%
SXL
1443
Summit X LLC
Missouri
$787K +$414K +1,158 +130%
VC
1444
Vicus Capital
Pennsylvania
$786K -$172K -480 -19%
NHC
1445
Nicholas Hoffman & Company
Georgia
$782K -$2.15K -6 -0.3%
MFS
1446
McNamara Financial Services
Massachusetts
$782K +$4.65K +13 +0.6%
MAM
1447
Meeder Asset Management
Ohio
$780K -$693K -1,939 -49%
WC
1448
Whitnell & Co
Illinois
$780K +$634K +1,775 +645%
AP
1449
Appleton Partners
Massachusetts
$777K -$740K -2,069 -50%
WWM
1450
Willingdon Wealth Management
North Carolina
$775K +$97.9K +274 +16%
56 57
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59 60