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Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1476
Sargent Investment Group
Maryland
$220K -$43K -590 -16%
OIA
1477
Optimum Investment Advisors
Illinois
$220K -$29.1K -400 -12%
PWMAG
1478
Pinnacle Wealth Management Advisory Group
New Jersey
$220K +$222K +3,043 New
RVPG
1479
Relative Value Partners Group
$217K -$7.29K -100 -3%
FMP
1480
Financial Management Professionals
Texas
$217K -$3.57K -49 -2%
RAM
1481
Roanoke Asset Management
New Jersey
$217K – – –
XF
1482
XML Financial
Maryland
$215K -$3.57K -49 -2%
MGAM
1483
McGowan Group Asset Management
Texas
$215K – – –
SDWMA
1484
Schneider Downs Wealth Management Advisors
Pennsylvania
$214K -$25.4K -348 -11%
NAS
1485
Nicolet Advisory Services
Wisconsin
$214K -$8.6K -118 -4%
CPO
1486
Cerity Partners OCIO
New York
$214K +$216K +2,963 New
EWM
1487
Endowment Wealth Management
Wisconsin
$214K +$216K +2,966 New
TA
1488
Tectonic Advisors
Texas
$213K +$215K +2,948 New
MSFS
1489
Main Street Financial Solutions
Pennsylvania
$212K -$25.4K -349 -11%
PFWA
1490
Paces Ferry Wealth Advisors
Georgia
$212K -$12.8K -175 -6%
AAM
1491
Autus Asset Management
Arizona
$212K +$215K +2,945 New
CL
1492
Choreo LLC
Illinois
$211K -$3.79K -52 -2%
DAC
1493
Dividend Assets Capital
South Carolina
$211K – – –
CPIG
1494
Chicago Partners Investment Group
Illinois
$211K +$168K +2,309 New
ZIC
1495
ZWJ Investment Counsel
Georgia
$211K +$213K +2,917 New
PA
1496
PFG Advisors
Arizona
$211K +$213K +2,921 New
EWS
1497
Evergreen Wealth Solutions
Pennsylvania
$211K +$213K +2,930 New
IA
1498
IFG Advisory
Georgia
$211K +$214K +2,935 New
WIA
1499
World Investment Advisors
California
$210K +$166K +2,283 New
EFM
1500
E Fund Management
China
$210K +$212K +2,916 New
58 59
60
61 62