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Name Holding Trade Value Shares
Change 		Change in
Stake
RMAM
1076
Raab & Moskowitz Asset Management
New Jersey
$988K +$178K +2,664 +19%
PSP
1077
Principal Street Partners
Tennessee
$988K +$1.11M +16,664 New
CPO
1078
Cerity Partners OCIO
New York
$985K -$108K -1,622 -9%
NGA
1079
Naples Global Advisors
Florida
$982K +$438K +6,568 +66%
EHWM
1080
Eads & Heald Wealth Management
Georgia
$981K +$5.88K +88 +0.5%
SFA
1081
Souders Financial Advisors
Ohio
$981K +$1.1M +16,538 New
FFG
1082
Fortem Financial Group
California
$979K -$419K -6,277 -28%
GC
1083
Grace Capital
Massachusetts
$977K -$20K -300 -2%
APA
1084
American Portfolios Advisors
New York
$976K +$167K +2,495 +18%
WIP
1085
Wellesley Investment Partners
Massachusetts
$971K -$91.7K -1,374 -8%
AWM
1086
Alterna Wealth Management
Texas
$963K -$333K -4,995 -24%
DBIA
1087
Dumont & Blake Investment Advisors
New Jersey
$962K -$7.54K -113 -0.7%
KS
1088
Karpas Strategies
Connecticut
$958K – – –
1SB
1089
1ST Source Bank
Indiana
$956K +$39.1K +586 +4%
SIM
1090
Stratos Investment Management
Ohio
$955K +$37K +554 +4%
PCIA
1091
Prime Capital Investment Advisors
Kansas
$953K +$1.01M +15,144 +1,653%
EH
1092
Equitable Holdings
New York
$949K +$99.5K +1,491 +10%
ST
1093
Spinnaker Trust
Maine
$948K -$85.6K -1,283 -7%
LWM
1094
Laidlaw Wealth Management
New York
$947K -$85.6K -1,283 -7%
WCM
1095
Weik Capital Management
Pennsylvania
$945K +$585K +8,765 +122%
MYAM
1096
Meiji Yasuda Asset Management
Japan
$944K -$788K -11,810 -43%
IP
1097
Intellectus Partners
California
$944K +$574K +8,598 +118%
CCM
1098
Cox Capital Management
Massachusetts
$939K – – –
CWM
1099
Cornerstone Wealth Management
Missouri
$939K +$154K +2,302 +17%
JFGIW
1100
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$936K -$137K -2,046 -11%
42 43
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