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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1201
Chicago Trust
Illinois
$246K +$230K +4,661 New
T
1202
TOBAM
France
$245K +$47.3K +960 +26%
SWA
1203
Sutton Wealth Advisors
Florida
$245K +$3.2K +65 +1%
SFG
1204
Summit Financial Group
West Virginia
$243K +$226K +4,591 New
PCP
1205
Proficio Capital Partners
Massachusetts
$241K +$224K +4,542 New
BWAM
1206
Boyd Watterson Asset Management
Ohio
$241K +$224K +4,553 New
AIM
1207
Axiom Investment Management
New York
$240K +$225K +4,564 New
PAMG
1208
Patton Albertson Miller Group
Tennessee
$238K +$641 +13 +0.3%
MCM
1209
McRae Capital Management
New Jersey
$238K +$222K +4,499 New
AWA
1210
ARS Wealth Advisors
Florida
$237K +$221K +4,479 New
EHWM
1211
Eads & Heald Wealth Management
Georgia
$236K -$38.9K -790 -15%
TF
1212
TLWM Financial
Texas
$236K +$219K +4,449 New
AHC
1213
Adell Harriman & Carpenter
Texas
$234K +$218K +4,421 New
NB
1214
Northwest Bancshares
Pennsylvania
$234K +$218K +4,418 New
GLA
1215
Good Life Advisors
Pennsylvania
$233K +$217K +4,393 New
ANBT
1216
American National Bank & Trust
Texas
$232K +$8.03K +163 +4%
ACA
1217
Affinity Capital Advisors
California
$232K +$215K +4,371 New
CCA
1218
Cobblestone Capital Advisors
New York
$232K +$216K +4,379 New
EWP
1219
Engrave Wealth Partners
Texas
$231K +$215K +4,358 New
MWP
1220
Moller Wealth Partners
$231K +$215K +4,359 New
MWM
1221
Modera Wealth Management
New Jersey
$230K +$214K +4,343 New
NJBEST
1222
New Jersey Better Educational Savings Trust
New Jersey
$228K -$83.8K -1,700 -28%
CW
1223
CreativeOne Wealth
Kansas
$228K -$52.9K -1,073 -20%
FHC
1224
First Heartland Consultants
Missouri
$228K +$212K +4,297 New
VRM
1225
Vectors Research Management
New York
$226K +$153K +3,100 +265%
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49
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