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Name Holding Trade Value Shares
Change 		Change in
Stake
VNIM
1926
Vaughan Nelson Investment Management
Texas
$1.25M – – –
OWG
1927
Oxford Wealth Group
Florida
$1.24M -$229K -1,537 -15%
VAM
1928
Verity Asset Management
North Carolina
$1.24M -$61K -410 -5%
RA
1929
Ransom Advisory
Rhode Island
$1.23M +$92.3K +620 +8%
PWM
1930
Peterson Wealth Management
Nevada
$1.23M +$22.2K +149 +2%
PSP
1931
Pacific Sage Partners
Washington
$1.22M -$44.7K -300 -3%
DAC
1932
Dividend Assets Capital
South Carolina
$1.22M +$29.2K +196 +2%
LCM
1933
LCM Capital Management
Illinois
$1.22M +$149 +1 +0%
WKWM
1934
Walter & Keenan Wealth Management
Indiana
$1.22M -$31.3K -210 -2%
GLR
1935
Great Lakes Retirement
Ohio
$1.22M -$56.1K -377 -4%
LWL
1936
Leo Wealth LLC
Texas
$1.21M +$202K +1,354 +20%
WCM
1937
Wallace Capital Management
Texas
$1.21M +$9.68K +65 +0.8%
VIM
1938
Vista Investment Management
Pennsylvania
$1.21M +$12.2K +82 +1%
KFI
1939
Key Financial Inc
Pennsylvania
$1.21M -$49.3K -331 -4%
MTC
1940
Matrix Trust Company
Colorado
$1.21M -$45.2K -304 -4%
SCM
1941
Semanteon Capital Management
Massachusetts
$1.21M +$1.22M +8,201 New
PMA
1942
Prudent Man Advisors
Illinois
$1.21M -$26.2K -176 -2%
AWS
1943
Aspen Wealth Strategies
Colorado
$1.21M +$65.6K +441 +6%
OHWP
1944
Oak Harbor Wealth Partners
North Carolina
$1.21M -$30.4K -204 -2%
SIM
1945
Sentry Investment Management
Wisconsin
$1.21M -$57.9K -389 -5%
WBC
1946
West Branch Capital
Massachusetts
$1.2M +$123K +827 +11%
CIA
1947
Cascade Investment Advisors
Oregon
$1.2M +$112K +755 +10%
OFS
1948
Orrstown Financial Services
Pennsylvania
$1.2M +$558K +3,752 +86%
AF
1949
Apexium Financial
Texas
$1.2M +$122K +819 +11%
RP
1950
Regal Partners
Australia
$1.19M -$2.87M -19,296 -70%
76 77
78
79 80