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Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
1301
Provident Investment Management
Michigan
$638K – – –
HWMT
1302
Heritage Wealth Management (Texas)
Texas
$638K -$78.1K -668 -11%
UAML
1303
US Asset Management LLC
Pennsylvania
$638K +$643K +5,494 New
CIA
1304
Cladis Investment Advisory
Montana
$635K – – –
NAM
1305
NTV Asset Management
West Virginia
$634K -$58.5K -500 -8%
GRP
1306
Global Retirement Partners
California
$633K +$20.2K +173 +3%
ACA
1307
Ackerman Capital Advisors
Texas
$633K – – –
FRM
1308
Fox Run Management
Connecticut
$630K +$635K +5,431 New
FMP
1309
Financial Management Professionals
Texas
$629K +$50.8K +434 +9%
CAM
1310
Cozad Asset Management
Illinois
$626K -$3.28K -28 -0.5%
ARC
1311
Advisor Resource Council
Texas
$626K +$631K +5,393 New
MW
1312
Marcum Wealth
Ohio
$626K -$33.1K -283 -5%
SFP
1313
Sweet Financial Partners
Minnesota
$626K – – –
KIG
1314
Kowal Investment Group
Wisconsin
$622K -$80.7K -690 -11%
MS
1315
Maven Securities
Jersey
$621K +$626K +5,354 New
EI
1316
Ethic Inc
New York
$616K +$64.6K +552 +12%
AWA
1317
Aaron Wealth Advisors
Illinois
$614K +$43.8K +374 +8%
BAM
1318
Brave Asset Management
New Jersey
$614K -$39.2K -335 -6%
CIM
1319
Confluence Investment Management
Missouri
$611K +$42.2K +361 +7%
TA
1320
Tectonic Advisors
Texas
$611K +$48.8K +417 +9%
DWM
1321
Destination Wealth Management
California
$611K -$702 -6 -0.1%
CCMG
1322
Clark Capital Management Group
Pennsylvania
$610K +$155K +1,322 +34%
FG
1323
Fiduciary Group
Georgia
$607K +$2.46K +21 +0.4%
LA
1324
LBP AM
France
$606K – – –
BA
1325
Bristlecone Advisors
Washington
$606K +$819 +7 +0.1%
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53
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