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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1226
Perigon Wealth Management
California
$754K -$73.9K -673 -9%
UB
1227
Umpqua Bank
Oregon
$753K -$239K -2,174 -23%
MWM
1228
Mattern Wealth Management
Kansas
$752K -$117K -1,067 -13%
SMA
1229
Sage Mountain Advisors
Georgia
$751K +$65.2K +594 +9%
SBIA
1230
Sheaff Brock Investment Advisors
Indiana
$749K -$29.1K -265 -4%
KIG
1231
Kowal Investment Group
Wisconsin
$749K +$41.2K +375 +6%
PCM
1232
Perkins Capital Management
Minnesota
$747K -$98.8K -900 -11%
LAM
1233
L2 Asset Management
Massachusetts
$747K -$134K -1,216 -15%
WP
1234
Westmount Partners
California
$742K -$11.3K -103 -1%
HDIM
1235
Hanson & Doremus Investment Management
Vermont
$741K -$7.91K -72 -1%
WC
1236
Westhampton Capital
North Carolina
$739K -$103K -935 -12%
GIP
1237
Greatmark Investment Partners
Georgia
$738K -$267K -2,433 -26%
AWA
1238
Aaron Wealth Advisors
Illinois
$737K +$71.2K +648 +10%
AFG
1239
American Financial Group
Ohio
$737K – – –
OPA
1240
Old Port Advisors
Maine
$736K +$7.36K +67 +1%
MYLI
1241
Meiji Yasuda Life Insurance
Japan
$735K -$35.5K -323 -4%
LFA
1242
Legacy Financial Advisors
Kentucky
$734K +$19.7K +179 +3%
PIM
1243
Penobscot Investment Management
Massachusetts
$729K -$54.9K -500 -7%
PSFG
1244
Prairie Sky Financial Group
Illinois
$729K – – –
RCAG
1245
Rehmann Capital Advisory Group
Michigan
$728K -$13.5K -123 -2%
REMPR
1246
Roof Eidam Maycock Peralta (REMP)
California
$728K – – –
AFA
1247
AA Financial Advisors
Ohio
$727K +$108K +983 +17%
BWP
1248
Baldwin Wealth Partners
Massachusetts
$726K +$38.6K +351 +5%
RSWM
1249
Robertson Stephens Wealth Management
California
$725K -$21.1K -192 -3%
PMA
1250
Prudent Man Advisors
Illinois
$724K -$39.8K -362 -5%
48 49
50
51 52