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Name Holding Trade Value Shares
Change 		Change in
Stake
HFW
2476
Horizon Family Wealth
Illinois
$291K +$21.4K +226 +7%
ACM
2477
Ategra Capital Management
Virginia
$291K -$26.7K -282 -8%
NECFA
2478
New England Capital Financial Advisors
Connecticut
$291K +$10.6K +112 +4%
VT
2479
Vise Technologies
New York
$291K -$24.9K -263 -7%
HIGP
2480
Hill Investment Group Partners
Missouri
$290K – – –
SFA
2481
Seneca Financial Advisors
New York
$289K +$5.12K +54 +2%
ECM
2482
EMC Capital Management
Texas
$289K +$160K +1,688 +338%
SWM
2483
Sugarloaf Wealth Management
Georgia
$289K -$21.7K -229 -7%
UAM
2484
Unison Asset Management
Florida
$289K – – –
ARG
2485
Advisory Resource Group
Oklahoma
$288K – – –
WDL
2486
Well Done LLC
Michigan
$288K -$34.2K -361 -10%
SC
2487
Saturna Capital
Washington
$287K -$36.5K -385 -11%
CB
2488
CNB Bank
Pennsylvania
$287K – – –
WP
2489
WealthShield Partners
North Carolina
$286K +$9.19K +97 +3%
IA
2490
Insight Advisors
Pennsylvania
$286K -$24.8K -262 -8%
CPA
2491
Capital Performance Advisors
California
$286K +$10.1K +107 +3%
CFA
2492
Capstone Financial Advisors
Illinois
$286K -$1.71K -18 -0.6%
CC
2493
Callan Capital
California
$285K -$3.41K -36 -1%
SWM
2494
Seed Wealth Management
Illinois
$284K – – –
DMBA
2495
Deseret Mutual Benefit Administrators
Utah
$284K – – –
AWM
2496
Accel Wealth Management
Iowa
$284K +$11.5K +121 +4%
LW
2497
Linscomb Wealth
Texas
$283K -$102K -1,079 -25%
CIP
2498
Convergence Investment Partners
Florida
$283K -$12.1K -128 -4%
ZB
2499
Zions Bancorporation
Utah
$283K +$43.1K +455 +17%
MWM
2500
Merriman Wealth Management
Washington
$282K +$56.6K +597 +23%
98 99
100
101 102