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Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
1001
Harbour Investment Management
Washington
$1.21M – – –
HIC
1002
Holderness Investments Company
North Carolina
$1.21M +$392K +3,350 +47%
GIP
1003
Greatmark Investment Partners
Georgia
$1.2M -$41.4K -354 -3%
GCC
1004
Game Creek Capital
Massachusetts
$1.2M +$550K +4,700 +84%
IFWM
1005
Institute for Wealth Management
Colorado
$1.2M -$40.2K -344 -3%
SPFA
1006
Summit Place Financial Advisors
New Jersey
$1.19M +$86K +735 +8%
AFP
1007
Ausdal Financial Partners
Iowa
$1.19M -$92.3K -789 -7%
PFGIA
1008
Patriot Financial Group Insurance Agency
Massachusetts
$1.19M +$140K +1,196 +13%
SMC
1009
Smith, Moore & Co
Missouri
$1.18M +$88.9K +760 +8%
BEI
1010
Benjamin Edwards Inc
Missouri
$1.18M -$40.7K -348 -3%
IP
1011
Ignite Planners
California
$1.18M -$107K -917 -8%
KIA
1012
KCM Investment Advisors
California
$1.18M -$5.85K -50 -0.5%
MFG
1013
MidWestOne Financial Group
Iowa
$1.18M +$3.28K +28 +0.3%
DBIA
1014
Dumont & Blake Investment Advisors
New Jersey
$1.18M -$67.9K -580 -5%
PWG
1015
Portside Wealth Group
Utah
$1.18M -$79.2K -677 -6%
KIC
1016
Keating Investment Counselors
Florida
$1.17M +$40.9K +350 +4%
TNB
1017
Thomasville National Bank
Georgia
$1.17M -$4.91K -42 -0.4%
VT
1018
Vise Technologies
New York
$1.17M -$123K -1,052 -9%
CPG
1019
Custom Portfolio Group
Colorado
$1.17M +$1.19M +10,204 New
ANBT
1020
American National Bank & Trust
Texas
$1.16M -$130K -1,114 -10%
SFG
1021
SevenBridge Financial Group
Pennsylvania
$1.16M – – –
RWP
1022
RWA Wealth Partners
Massachusetts
$1.16M +$351K +3,004 +43%
PWP
1023
Private Wealth Partners
California
$1.16M – – –
SPC
1024
Sigma Planning Corp
Michigan
$1.16M -$920K -7,868 -44%
WG
1025
Welch Group
Alabama
$1.15M +$92.5K +791 +9%
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