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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1301
Sterling Investment Management
Arizona
$2.62M +$551K +3,610 +25%
LA
1302
Legacy Advisors
Pennsylvania
$2.62M +$162K +1,065 +6%
NSIM
1303
North Star Investment Management
Illinois
$2.62M +$14K +92 +0.5%
BC
1304
Burney Company
Virginia
$2.62M +$75.6K +496 +3%
RCAG
1305
Rehmann Capital Advisory Group
Michigan
$2.61M -$76.1K -499 -3%
LWM
1306
Laidlaw Wealth Management
New York
$2.61M -$155K -1,014 -5%
BOCM
1307
Bontempo Ohly Capital Management
Maryland
$2.61M -$8.08K -53 -0.3%
BJL
1308
Brighton Jones LLC
Washington
$2.61M +$213K +1,395 +8%
PCA
1309
Providence Capital Advisors
North Carolina
$2.6M +$66.6K +437 +2%
SRC
1310
Shufro Rose & Co
New York
$2.6M +$6.71K +44 +0.2%
SWM
1311
Spire Wealth Management
Virginia
$2.58M -$3.75M -24,589 -58%
SWM
1312
Sculati Wealth Management
Michigan
$2.58M +$142K +934 +5%
SW
1313
StrongBox Wealth
Missouri
$2.58M +$327K +2,141 +14%
RIM
1314
Regent Investment Management
Kentucky
$2.57M +$30.5K +200 +1%
BEI
1315
Benjamin Edwards Inc
Missouri
$2.56M +$92.9K +609 +4%
HWA
1316
HCR Wealth Advisors
California
$2.56M -$18.3K -120 -0.7%
SFI
1317
Siemens Fonds Invest
Germany
$2.55M -$322K -2,111 -11%
BOS
1318
Bank of Stockton
California
$2.55M -$130K -850 -5%
MFS
1319
Mirabella Financial Services
United Kingdom
$2.54M -$773K -5,069 -22%
CA
1320
Cornerstone Advisors
North Carolina
$2.54M – – –
PH
1321
Pinnacle Holdings
Oklahoma
$2.54M -$19.2K -126 -0.7%
IBOK
1322
Independence Bank of Kentucky
Kentucky
$2.54M -$115K -751 -4%
PFSC
1323
Peoples Financial Services Corp
Pennsylvania
$2.54M -$124K -810 -4%
PPP
1324
Private Portfolio Partners
New Jersey
$2.53M +$57.2K +375 +2%
PI
1325
Pettee Investors
Connecticut
$2.53M -$94.4K -619 -3%
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