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Name Holding Trade Value Shares
Change 		Change in
Stake
MP
1026
McDonald Partners
Ohio
$1.28M +$533K +2,170 +62%
IAN
1027
Integrated Advisors Network
Texas
$1.28M +$324K +1,319 +30%
EI
1028
Ethic Inc
New York
$1.28M -$198K -806 -12%
VWA
1029
V Wealth Advisors
Kansas
$1.27M -$347K -1,414 -20%
OWA
1030
Octavia Wealth Advisors
Ohio
$1.27M -$914K -3,722 -40%
TNAM
1031
Terra Nova Asset Management
New York
$1.27M +$55.5K +226 +4%
LWM
1032
Laidlaw Wealth Management
New York
$1.26M +$223K +907 +19%
CSIC
1033
Clifford Swan Investment Counsel
California
$1.26M – – –
JIC
1034
Johnson Investment Counsel
Ohio
$1.25M +$124K +505 +10%
OPW
1035
Oxler Private Wealth
New York
$1.25M +$1.17M +4,765 +635%
CIP
1036
Capital Insight Partners
Arizona
$1.25M +$46.9K +191 +4%
PGFC
1037
Peapack-Gladstone Financial Corp
New Jersey
$1.24M +$124K +505 +10%
PCA
1038
Pallas Capital Advisors
Massachusetts
$1.24M +$1.39M +5,640 New
GA
1039
GoalVest Advisory
New York
$1.24M +$45.4K +185 +4%
SS
1040
Sunbelt Securities
Texas
$1.24M -$137K -559 -9%
BEC
1041
Blue Edge Capital
Virginia
$1.23M +$18.7K +76 +1%
BMC
1042
Beaton Management Company
Massachusetts
$1.22M – – –
BSAM
1043
Blue Square Asset Management
New York
$1.22M +$241K +983 +22%
SW
1044
SteelPeak Wealth
California
$1.22M +$377K +1,535 +40%
IC
1045
Intersect Capital
California
$1.21M -$109K -443 -8%
EWM
1046
Echo Wealth Management
Minnesota
$1.21M -$17.4K -71 -1%
FFA
1047
First Foundation Advisors
California
$1.2M -$752K -3,063 -37%
AIC
1048
Ameritas Investment Company
Nebraska
$1.19M +$1.01M +4,104 +353%
JPC
1049
Jabodon PT Co
Nevada
$1.19M -$68K -277 -5%
CAM
1050
Close Asset Management
United Kingdom
$1.19M +$411K +1,675 +47%
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