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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1926
Insight Advisors
Pennsylvania
$1.43M +$750K +4,647 +102%
ZIG
1927
Zuckerman Investment Group
Illinois
$1.43M +$37.6K +233 +3%
WIS
1928
Wright Investors Service
Connecticut
$1.43M +$35.9K +222 +2%
NFG
1929
Nadler Financial Group
Illinois
$1.43M -$14.1K -87 -0.9%
FIA
1930
Foundations Investment Advisors
Arizona
$1.42M +$228K +1,412 +19%
TF
1931
TLWM Financial
Texas
$1.42M +$371K +2,295 +33%
CCFM
1932
Clear Creek Financial Management
Washington
$1.42M +$409K +2,532 +38%
UBG
1933
United Bank (Georgia)
Georgia
$1.42M -$48.5K -300 -3%
JFL
1934
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.42M +$61.4K +380 +4%
MFP
1935
Meridian Financial Partners
Virginia
$1.41M +$54.6K +338 +4%
MFG
1936
Merit Financial Group
Georgia
$1.41M +$320K +1,979 +28%
PK
1937
Pflug Koory
Nebraska
$1.41M +$34.9K +216 +2%
HGERS
1938
Householder Group Estate & Retirement Specialist
Arizona
$1.41M +$1.46M +9,071 New
FMN
1939
Financial Management Network
California
$1.39M -$261K -1,613 -15%
BOC
1940
Barbara Oil Co
Illinois
$1.39M – – –
CCG
1941
Chatham Capital Group
Georgia
$1.39M – – –
SWM
1942
Silverlake Wealth Management
Vermont
$1.39M +$1.45M +8,999 New
EAM
1943
Eagle Asset Management
Florida
$1.39M -$1.89M -11,697 -57%
CPC
1944
Congress Park Capital
New York
$1.39M +$141K +875 +11%
CWM
1945
Chesapeake Wealth Management
Virginia
$1.39M +$40.1K +248 +3%
BI
1946
Ballast Inc
Kentucky
$1.38M +$122K +753 +9%
UAML
1947
US Asset Management LLC
Pennsylvania
$1.38M -$1.45K -9 -0.1%
BI
1948
Blooom Inc
Kansas
$1.38M +$102K +629 +8%
CFG
1949
Cooper Financial Group
California
$1.38M -$458K -2,838 -24%
MW
1950
Marcum Wealth
Ohio
$1.38M -$18.4K -114 -1%
76 77
78
79 80