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Name Holding Trade Value Shares
Change 		Change in
Stake
SGCA
676
Steel Grove Capital Advisors
Tennessee
$328K +$37.6K +1,016 +12%
SIG
677
Stonegate Investment Group
Alabama
$326K -$4.77K -129 -1%
HKAM
678
Horizon Kinetics Asset Management
New York
$323K – – –
ACI
679
Alpha Cubed Investments
California
$323K -$25.2K -680 -7%
HIP
680
HUB Investment Partners
Texas
$321K -$11.9K -321 -3%
CBFP
681
Cedar Brook Financial Partners
Ohio
$320K +$126K +3,418 +60%
HI
682
Human Investing
Oregon
$319K -$80.4K -2,172 -19%
PCS
683
Personal CFO Solutions
New Jersey
$318K -$15.8K -426 -5%
FSG
684
Financial Strategies Group
Michigan
$318K – – –
KAM
685
KEB Asset Management
Illinois
$318K +$6.03K +163 +2%
GAMC
686
Garner Asset Management Corp
Texas
$317K -$394K -10,650 -54%
EAM
687
Eagle Asset Management
Florida
$317K -$12.3K -331 -4%
CAMG
688
CWA Asset Management Group
Florida
$314K +$148 +4 +0%
AIIMS
689
Analyst IMS Investment Management Services
Israel
$314K +$121K +3,280 +58%
DWM
690
Dorchester Wealth Management
Quebec, Canada
$314K – – –
XF
691
XML Financial
Maryland
$308K -$27.8K -750 -8%
ERIC
692
Eagle Rock Investment Company
Georgia
$306K +$1.85K +50 +0.6%
RCAG
693
Rehmann Capital Advisory Group
Michigan
$305K +$27.8K +751 +10%
LWM
694
Liberty Wealth Management
California
$305K +$925 +25 +0.3%
EWA
695
Exencial Wealth Advisors
Oklahoma
$305K +$31.5K +852 +11%
CT
696
Coastline Trust
Rhode Island
$304K – – –
MW
697
Marcum Wealth
Ohio
$302K +$51.1K +1,380 +19%
MIS
698
Morningstar Investment Services
Illinois
$300K +$29.7K +803 +10%
TWM
699
Tradition Wealth Management
Minnesota
$299K +$8.96K +242 +3%
AUB
700
Atlantic Union Bankshares
Virginia
$299K -$29.4K -795 -9%
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