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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1551
SJS Investment Consulting
Ohio
$511K +$23.8K +107 +5%
4WM
1552
49 Wealth Management
Texas
$510K +$525K +2,358 New
A
1553
Alongside
Texas
$510K +$525K +2,358 New
IIL
1554
Income Insurance Ltd
$510K – – –
FAG
1555
Fortitude Advisory Group
Washington
$508K -$212K -955 -29%
LC
1556
Lavelle Capital
California
$504K +$518K +2,330 New
PCH
1557
PGIM Custom Harvest
New Jersey
$503K -$41.8K -188 -7%
AIA
1558
Arbor Investment Advisors
North Carolina
$503K – – –
AIM
1559
Athena Investment Management
California
$500K -$288K -1,296 -36%
MCC
1560
Money Concepts Capital
Florida
$500K -$95.7K -430 -16%
TB
1561
Terril Brothers
Missouri
$500K – – –
MPPW
1562
Mitchell & Pahl Private Wealth
Oklahoma
$499K +$56.1K +252 +12%
PP
1563
Patron Partners
Texas
$499K +$52.1K +234 +11%
HWMO
1564
Heritage Wealth Management (Ohio)
Ohio
$496K – – –
MAM
1565
Madison Asset Management
Wisconsin
$496K – – –
BWM
1566
Bulltick Wealth Management
Florida
$495K +$508K +2,285 New
SAM
1567
Sagewood Asset Management
New York
$493K +$169K +759 +50%
AFGAS
1568
Allegiance Financial Group Advisory Services
Virginia
$492K +$158K +709 +45%
BSI
1569
Bennett Selby Investments
Maine
$491K -$33.8K -152 -6%
PCM
1570
Polymer Capital Management
New York
$491K -$3.38M -15,177 -87%
MG
1571
McHugh Group
Ohio
$491K -$11.1K -50 -2%
AWA
1572
AmeriServ Wealth Advisors
Pennsylvania
$490K -$34.3K -154 -6%
LRIA
1573
Leonard Rickey Investment Advisors
Washington
$487K -$9.34K -42 -2%
SQA
1574
Simon Quick Advisors
New Jersey
$485K +$91.7K +412 +23%
CNAM
1575
Campbell Newman Asset Management
Wisconsin
$484K -$1.33K -6 -0.3%
61 62
63
64 65