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Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
1051
Independent Advisor Alliance
North Carolina
$821K +$339K +8,595 +66%
BSW
1052
Buckingham Strategic Wealth
Missouri
$819K +$29K +737 +4%
PJSIMP
1053
P.J. Schmidt Investment Management (PJS)
Wisconsin
$819K +$95.1K +2,415 +13%
1SB
1054
1ST Source Bank
Indiana
$817K -$288K -7,322 -26%
SIAP
1055
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$815K -$5.44K -138 -0.6%
FFA
1056
First Foundation Advisors
California
$813K -$31.5K -800 -4%
FNT
1057
First Nebraska Trust
Nebraska
$812K +$17.8K +452 +2%
BCM
1058
Brookstone Capital Management
Illinois
$812K +$120K +3,041 +17%
FMLI
1059
Fukoku Mutual Life Insurance
Japan
$807K -$11.8K -300 -1%
FANJ
1060
Financial Architects (New Jersey)
New Jersey
$800K +$47.8K +1,213 +6%
SA
1061
Strategic Advisors
New York
$799K -$4.02K -102 -0.5%
CT
1062
Chicago Trust
Illinois
$798K +$189K +4,796 +30%
BAS
1063
Brown Advisory Securities
Maryland
$791K +$5.51K +140 +0.7%
AWS
1064
AJ Wealth Strategies
New York
$778K – – –
CMANY
1065
Capital Management Associates (New York)
New York
$771K -$4.69K -119 -0.6%
LCM
1066
Lee Capital Management
New York
$770K -$1.38M -35,000 -64%
NA
1067
NewEdge Advisors
Louisiana
$765K +$436K +11,074 +121%
DW
1068
Domani Wealth
Pennsylvania
$764K – – –
CAM
1069
Cubic Asset Management
Massachusetts
$763K -$1.58K -40 -0.2%
PMG
1070
Private Management Group
California
$757K -$98.5K -2,500 -11%
HBT
1071
Hills Bank & Trust
Iowa
$755K – – –
NSAM
1072
North Star Asset Management
Wisconsin
$752K – – –
SC
1073
Savant Capital
Illinois
$750K +$11.7K +298 +2%
ADMI
1074
Albert D. Mason Inc
Massachusetts
$746K -$10K -255 -1%
KBG
1075
Kahn Brothers Group
New York
$743K -$62.2K -1,578 -8%
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