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Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
1051
Abbot Financial Management
Massachusetts
$3.81M -$25.4K -444 -0.7%
CAAS
1052
Capital Asset Advisory Services
Michigan
$3.79M +$157K +2,743 +4%
PS
1053
Principal Securities
Iowa
$3.78M +$736K +12,889 +25%
FNB
1054
Farmers National Bank
Kentucky
$3.75M +$3.62M +63,362 New
EP
1055
Essential Planning
New Hampshire
$3.75M +$3.75M +65,721 New
RCA
1056
Resonant Capital Advisors
Wisconsin
$3.74M +$91.5K +1,602 +3%
JWCA
1057
J.W. Cole Advisors
Florida
$3.74M -$12.2K -213 -0.3%
JPWM
1058
Jamison Private Wealth Management
Georgia
$3.74M -$9.65K -169 -0.3%
DF
1059
Donoghue Forlines
Massachusetts
$3.73M +$2.2M +38,548 +157%
MIFH
1060
Migdal Insurance & Financial Holdings
Israel
$3.73M -$59.4K -1,040 -2%
WANY
1061
Wealthspire Advisors (New York)
New York
$3.72M +$60.4K +1,057 +2%
SIC
1062
SFE Investment Counsel
California
$3.72M -$31.6K -553 -0.9%
CAIM
1063
Catherine Avery Investment Management
Florida
$3.71M +$3.57M +62,587 New
ITC
1064
Inspire Trust Company
Nevada
$3.7M – – –
PIA
1065
Petredis Investment Advisors
Pennsylvania
$3.68M -$64.8K -1,134 -2%
TSMHT
1066
Thurston Springer Miller Herd & Titak
Indiana
$3.68M +$1.09M +19,112 +44%
ET
1067
Equitable Trust
Tennessee
$3.68M +$80K +1,400 +2%
PF
1068
Phoenix Financial
Israel
$3.67M +$1.68M +29,466 +90%
FWM
1069
Forza Wealth Management
Florida
$3.67M +$9.71K +170 +0.3%
VIA
1070
Victrix Investment Advisors
Florida
$3.66M +$3.53M +61,830 New
FCP
1071
Fidelis Capital Partners
Florida
$3.66M -$222K -3,890 -6%
SIC
1072
Shoker Investment Counsel
Ohio
$3.66M +$24.6K +430 +0.7%
MPM
1073
Meritage Portfolio Management
Kansas
$3.65M -$311K -5,445 -8%
BAM
1074
Boyar Asset Management
New York
$3.65M -$57.1K -1,000 -2%
MBTD
1075
Mechanics Bank - Trust Department
California
$3.64M -$132K -2,314 -4%
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