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Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
1301
Rehmann Capital Advisory Group
Michigan
$2.01M -$107K -938 -5%
TWP
1302
Total Wealth Planning
Ohio
$2.01M +$773K +6,801 +72%
SI
1303
Saxon Interests
Texas
$2M +$1.78M +15,665 New
SFI
1304
SPC Financial Inc
Maryland
$2M +$1.67M +14,671 +629%
OWA
1305
Outlook Wealth Advisors
Texas
$1.99M -$168K -1,478 -8%
AR
1306
Advisory Research
Illinois
$1.99M +$119K +1,052 +7%
PHIMC
1307
Private Harbour Investment Management & Counsel
Ohio
$1.99M +$1.92M +16,943 New
CC
1308
Centiva Capital
New York
$1.99M -$542K -4,770 -22%
CBT
1309
CoreFirst Bank & Trust
Kansas
$1.99M -$209K -1,844 -10%
BHBT
1310
Burke & Herbert Bank & Trust
Virginia
$1.98M -$9.77K -86 -0.5%
GAM
1311
Grandview Asset Management
Pennsylvania
$1.98M +$1.92M +16,883 New
WA
1312
WealthTrust Axiom
Pennsylvania
$1.98M +$2.5K +22 +0.1%
MGP
1313
Metis Global Partners
California
$1.98M +$1.92M +16,864 New
CT
1314
Columbia Trust
Oregon
$1.98M – – –
LTI
1315
Laffer Tengler Investments
Tennessee
$1.97M -$4.88K -43 -0.3%
CM
1316
Castleark Management
Illinois
$1.96M -$158K -1,390 -8%
FPCP
1317
Fort Point Capital Partners
California
$1.96M +$482K +4,244 +34%
RSWM
1318
Robertson Stephens Wealth Management
California
$1.95M +$1.07M +9,450 +132%
TSWM
1319
Triangle Securities Wealth Management
North Carolina
$1.95M +$5.57K +49 +0.3%
BMC
1320
Benin Management Corp
Connecticut
$1.95M +$11.4K +100 +0.6%
FFA
1321
Founders Financial Alliance
North Carolina
$1.94M -$17K -150 -0.9%
HRC
1322
Hoertkorn Richard Charles
$1.94M +$11.4K +100 +0.6%
EI
1323
EDMP Inc
Florida
$1.94M -$81.1K -714 -4%
MCM
1324
Monarch Capital Management
Indiana
$1.94M -$132K -1,165 -7%
CGL
1325
Clarius Group LLC
Washington
$1.93M +$122K +1,074 +7%
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