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Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1076
Safeguard Financial
Wisconsin
$789K +$769K +7,712 New
BA
1077
Ballew Advisors
Mississippi
$788K -$26K -261 -4%
BCAM
1078
Boston Common Asset Management
Massachusetts
$784K -$11K -110 -1%
AFG
1079
Allegheny Financial Group
Pennsylvania
$784K +$598 +6 +0.1%
CFA
1080
CWS Financial Advisors
Michigan
$783K +$100 +1 +0%
GW
1081
GW & Wade
Massachusetts
$783K +$28.5K +286 +4%
VEA
1082
Virtus ETF Advisers
New York
$782K +$1.4K +14 +0.2%
AIM
1083
Allen Investment Management
New York
$781K +$64.8K +650 +9%
ANTB
1084
AMG National Trust Bank
Colorado
$781K +$462K +4,631 +154%
WG
1085
Welch Group
Alabama
$776K +$26.1K +262 +4%
MHS
1086
M Holdings Securities
Oregon
$774K -$9.68K -97 -1%
GC
1087
GFG Capital
Florida
$774K – – –
WFA
1088
Wipfli Financial Advisors
Wisconsin
$774K +$747K +7,485 New
BHWM
1089
Beaird Harris Wealth Management
Texas
$773K +$592K +5,939 +368%
LWAM
1090
Legacy Wealth Asset Management
Minnesota
$772K -$505K -5,062 -40%
EP
1091
Edgestream Partners
New Jersey
$770K -$3.31M -33,198 -82%
MRCM
1092
M&R Capital Management
New Jersey
$766K +$56.4K +565 +8%
GAAM
1093
Guinness Atkinson Asset Management
California
$765K -$20.1K -202 -3%
QCG
1094
Quadrant Capital Group
Ohio
$765K +$197K +1,976 +36%
PMA
1095
Prudent Man Advisors
Illinois
$764K -$3.29K -33 -0.4%
WT
1096
Washington Trust
Rhode Island
$760K +$75.6K +758 +11%
ET
1097
Equitable Trust
Tennessee
$759K – – –
WA1
1098
Wimmer Associates 1
California
$759K +$15.5K +155 +3%
IWA
1099
IVC Wealth Advisors
Pennsylvania
$756K -$7.98K -80 -1%
RFM
1100
Royal Fund Management
Florida
$755K -$872K -8,745 -54%
42 43
44
45 46