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Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1876
Csenge Advisory Group
Florida
$1.24M +$670K +4,800 +127%
PHIMC
1877
Private Harbour Investment Management & Counsel
Ohio
$1.24M -$57.5K -412 -5%
BHTS
1878
Bar Harbor Trust Services
Maine
$1.24M +$570K +4,084 +91%
BAM
1879
Beaumont Asset Management
Texas
$1.23M +$1.19M +8,530 New
VC
1880
Vicus Capital
Pennsylvania
$1.23M -$211K -1,509 -15%
ICOM
1881
Investment Counselors of Maryland
Maryland
$1.23M -$14K -100 -1%
CFG
1882
Cooper Financial Group
California
$1.23M -$140 -1 -0%
EM
1883
Excalibur Management
Massachusetts
$1.23M +$121K +864 +11%
GIA
1884
Gladstone Institutional Advisory
Florida
$1.22M +$82.3K +590 +7%
GIA
1885
Guyasuta Investment Advisors
Pennsylvania
$1.22M -$105K -750 -8%
MIC
1886
Means Investment Company
Maine
$1.21M +$95.1K +681 +9%
BCM
1887
Brookmont Capital Management
Texas
$1.21M -$348K -2,496 -23%
MFG
1888
Merit Financial Group
Georgia
$1.21M +$564K +4,038 +93%
FPS
1889
Fieldpoint Private Securities
Connecticut
$1.21M -$117K -840 -9%
SRSA
1890
S.R. Schill & Associates
Washington
$1.2M +$33.1K +237 +3%
WAS
1891
Wealth Advisory Solutions
Indiana
$1.2M +$1.16M +8,282 New
MWA
1892
Meridian Wealth Advisors
Texas
$1.19M +$31.3K +224 +3%
LSAG
1893
Lake Street Advisors Group
New Hampshire
$1.19M +$160K +1,148 +16%
FIM
1894
Fernwood Investment Management
Massachusetts
$1.18M -$55.6K -398 -5%
LWM
1895
Lionsbridge Wealth Management
Florida
$1.18M +$1.13M +8,079 New
PF
1896
Phoenix Financial
Israel
$1.18M -$193K -1,382 -14%
ZB
1897
Zions Bancorporation
Utah
$1.18M -$94.9K -680 -8%
LFG
1898
Larson Financial Group
Missouri
$1.18M +$62.9K +451 +6%
CL
1899
Choreo LLC
Illinois
$1.17M +$21.9K +157 +2%
DA
1900
Detalus Advisors
Missouri
$1.17M +$1.13M +8,105 New
74 75
76
77 78