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Name Holding Trade Value Shares
Change 		Change in
Stake
NERM
1926
New England Research & Management
Illinois
$1.26M +$297K +1,700 +32%
SFB
1927
STAR Financial Bank
Indiana
$1.25M +$1.22M +6,966 New
JGCM
1928
Joseph Group Capital Management
Ohio
$1.25M -$31.9K -183 -3%
JHCP
1929
Jackson Hole Capital Partners
Oklahoma
$1.25M – – –
HCC
1930
Hirtle Callaghan & Co
Pennsylvania
$1.25M +$733K +4,203 +154%
QIM
1931
Quantitative Investment Management
Virginia
$1.25M +$1.21M +6,937 New
VC
1932
Vicus Capital
Pennsylvania
$1.24M -$45.4K -260 -4%
MPPLM
1933
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.24M +$84.8K +486 +8%
TF
1934
TLWM Financial
Texas
$1.24M -$665K -3,809 -35%
PI
1935
Parkside Investments
Illinois
$1.24M +$1.21M +6,910 New
VWA
1936
V Wealth Advisors
Kansas
$1.24M +$184K +1,056 +18%
EGA
1937
E&G Advisors
Texas
$1.23M -$90.7K -520 -7%
MSWM
1938
McGlone Suttner Wealth Management
Wisconsin
$1.23M +$1.2M +6,864 New
CAM
1939
Campion Asset Management
Virginia
$1.23M -$40.1K -230 -3%
OIA
1940
Optimum Investment Advisors
Illinois
$1.22M -$124K -709 -9%
OFA
1941
Oak Family Advisors
Illinois
$1.22M -$7.85K -45 -0.7%
TWM
1942
Tanager Wealth Management
United Kingdom
$1.22M +$472K +2,705 +66%
LA
1943
LBP AM
France
$1.22M +$1.18M +6,770 New
WC
1944
Westhampton Capital
North Carolina
$1.21M +$3.49K +20 +0.3%
TIA
1945
Traphagen Investment Advisors
New Jersey
$1.21M +$93.5K +536 +9%
GWANC
1946
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.21M -$20.2K -116 -2%
IIC
1947
Integrated Investment Consultants
Michigan
$1.21M +$32.8K +188 +3%
SSWM
1948
Sheets Smith Wealth Management
North Carolina
$1.21M -$6.98K -40 -0.6%
MHR
1949
Matthew Hamilton Rosenberg
$1.21M +$1.57K +9 +0.1%
FPB
1950
First PREMIER Bank
South Dakota
$1.21M -$12.2K -70 -1%
76 77
78
79 80