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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1726
Poehling Capital Management
Wisconsin
$1.06M +$700K +6,545 +138%
FLI
1727
Family Legacy Inc
South Carolina
$1.06M +$33.8K +316 +3%
GWMIA
1728
Global Wealth Management Investment Advisory
Florida
$1.06M +$83.7K +782 +7%
CT
1729
Columbia Trust
Oregon
$1.06M +$119K +1,116 +11%
AGAM
1730
Audent Global Asset Management
California
$1.05M -$965K -9,014 -45%
APIM
1731
Agate Pass Investment Management
Washington
$1.05M -$2.78K -26 -0.2%
MPCG
1732
Matrix Private Capital Group
New York
$1.05M -$252K -2,352 -17%
Q
1733
QVR
California
$1.04M +$800K +7,474 +207%
JPLA
1734
Joseph P. Lucia & Associates
New York
$1.04M +$166K +1,551 +16%
OAM
1735
Oak Asset Management
California
$1.04M +$1.18M +11,067 New
SF
1736
Summit Financial
New Jersey
$1.04M -$29.2K -273 -2%
BHBT
1737
Burke & Herbert Bank & Trust
Virginia
$1.04M -$7.6K -71 -0.6%
BONH
1738
Bank of New Hampshire
New Hampshire
$1.04M -$33.2K -310 -3%
PFG
1739
Peterson Financial Group
Iowa
$1.04M -$127K -1,184 -10%
MWM
1740
Modera Wealth Management
New Jersey
$1.03M -$51K -477 -4%
GFPC
1741
Global Financial Private Client
Florida
$1.03M -$18K -168 -2%
CA
1742
Claro Advisors
Massachusetts
$1.03M – – –
NF
1743
Nikulski Financial
Iowa
$1.02M +$4.5K +42 +0.4%
APG
1744
Abacus Planning Group
South Carolina
$1.02M +$48.6K +454 +4%
FC
1745
Forte Capital
New York
$1.02M -$8.03K -75 -0.7%
WPC
1746
Wedmont Private Capital
Pennsylvania
$1.02M +$439K +4,104 +61%
IBOK
1747
Independence Bank of Kentucky
Kentucky
$1.02M +$88.8K +830 +8%
GCM
1748
Galibier Capital Management
Ontario, Canada
$1.02M – – –
PFA
1749
Pure Financial Advisors
California
$1.02M +$76.9K +719 +7%
FANJ
1750
Financial Architects (New Jersey)
New Jersey
$1.02M +$1.16M +10,793 New
68 69
70
71 72