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Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1026
Independent Solutions Wealth Management
New York
$3.74M +$77.8K +1,387 +2%
HVIA
1027
Hudson Valley Investment Advisors
New York
$3.73M -$293K -5,221 -7%
PG
1028
Patten Group
Tennessee
$3.69M +$19.6K +350 +0.5%
JCM
1029
Jacobi Capital Management
Pennsylvania
$3.68M +$311K +5,543 +9%
PCM
1030
Prelude Capital Management
New York
$3.68M +$1.03M +18,381 +37%
IA
1031
IndexIQ Advisors
New York
$3.67M +$178K +3,165 +5%
BCM
1032
Bluefin Capital Management
New York
$3.67M -$1.16M -20,728 -24%
PGAM
1033
Princeton Global Asset Management
New Jersey
$3.66M -$22.5K -401 -0.6%
HWM
1034
Hohimer Wealth Management
Washington
$3.65M -$71.4K -1,272 -2%
SFG
1035
Snider Financial Group
Washington
$3.65M – – –
VFM
1036
Viking Fund Management
North Dakota
$3.65M +$168K +3,000 +5%
6M
1037
6 Meridian
Kansas
$3.64M +$644K +11,469 +21%
CT
1038
Chicago Trust
Illinois
$3.63M +$145K +2,587 +4%
MCM
1039
Murphy Capital Management
New Jersey
$3.62M -$18.5K -329 -0.5%
PRC
1040
Pearl River Capital
Michigan
$3.61M +$3.72M +66,378 New
BO
1041
BRR OpCo
Ohio
$3.61M -$66.8K -1,191 -2%
IC
1042
Intersect Capital
California
$3.6M -$608K -10,839 -14%
SYBT
1043
Stock Yards Bank & Trust
Kentucky
$3.6M +$34.8K +620 +0.9%
VNIM
1044
Vaughan Nelson Investment Management
Texas
$3.6M +$380K +6,775 +11%
AP
1045
Appleton Partners
Massachusetts
$3.6M -$72.7K -1,296 -2%
BC
1046
Bartlett & Co
Ohio
$3.59M +$11.2K +200 +0.3%
BCWM
1047
Bartlett & Co Wealth Management
Ohio
$3.59M +$11.2K +200 +0.3%
BONH
1048
Bank of New Hampshire
New Hampshire
$3.58M – – –
TA
1049
Tiedemann Advisors
New York
$3.58M -$569K -10,136 -13%
DCM
1050
Delta Capital Management
New Jersey
$3.58M +$1.12K +20 +0%
40 41
42
43 44