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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1051
Probity Advisors
Texas
$1.08M -$468 -4 -0%
RBC
1052
Romano Brothers & Co
Illinois
$1.07M -$46.3K -396 -4%
FT
1053
Fiduciary Trust
Massachusetts
$1.07M -$137K -1,168 -11%
MGIA
1054
Moneta Group Investment Advisors
Missouri
$1.07M +$45.2K +386 +4%
GLA
1055
Good Life Advisors
Pennsylvania
$1.07M -$58K -496 -5%
CGL
1056
Clarius Group LLC
Washington
$1.07M -$33.1K -283 -3%
BFO
1057
Boston Family Office
Massachusetts
$1.07M – – –
PP
1058
PDS Planning
Ohio
$1.06M +$98K +838 +10%
AI
1059
Arvest Investments
Arkansas
$1.06M +$1.06M +9,103 New
OP
1060
ORG Partners
Indiana
$1.06M +$216K +1,846 +25%
NERM
1061
New England Research & Management
Illinois
$1.05M -$149K -1,275 -12%
LAM
1062
Lifestyle Asset Management
Texas
$1.04M +$2.57K +22 +0.2%
SPG
1063
Strategic Planning Group
Utah
$1.04M +$1.05M +8,990 New
MFG
1064
Merit Financial Group
Georgia
$1.04M -$548K -4,682 -34%
STCOSD
1065
Sageworth Trust Company of South Dakota
South Dakota
$1.04M – – –
BONH
1066
Bank of New Hampshire
New Hampshire
$1.02M +$819 +7 +0.1%
WSTAM
1067
Wilbanks Smith & Thomas Asset Management
Virginia
$1.02M +$7.25K +62 +0.7%
MWM
1068
Mattern Wealth Management
Kansas
$1.02M +$105K +900 +11%
LIM
1069
Leavell Investment Management
Alabama
$1.02M – – –
PK
1070
Pflug Koory
Nebraska
$1.01M – – –
SBIA
1071
Sheaff Brock Investment Advisors
Indiana
$1.01M -$6.99M -59,791 -87%
WIM
1072
Wittenberg Investment Management
Massachusetts
$1.01M – – –
WANY
1073
Wealthspire Advisors (New York)
New York
$1.01M +$454K +3,884 +81%
CA
1074
Callahan Advisors
Texas
$1.01M – – –
AT
1075
Arlington Trust
Alabama
$1M +$1.01M +8,648 New
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