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Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
1926
Parisi Gray Wealth Management
New Jersey
$820K -$8.67K -83 -1%
CIC
1927
Crawford Investment Counsel
Georgia
$820K -$7.21K -69 -1%
MA
1928
MJP Associates
Connecticut
$815K +$174K +1,666 +33%
OFS
1929
OneAscent Financial Services
Alabama
$815K -$42.1K -403 -6%
PSP
1930
Principal Street Partners
Tennessee
$814K +$382K +3,659 +118%
IHL
1931
Investment House LLC
California
$814K +$49.5K +474 +8%
D
1932
Diversified
Delaware
$813K +$62.7K +600 +10%
HR
1933
Hardy Reed
Mississippi
$812K +$165K +1,580 +31%
PS
1934
Portfolio Strategies
New York
$812K +$693K +6,633 New
AIA
1935
Angeles Investment Advisors
California
$811K +$74.6K +714 +12%
JGIA
1936
Jackson Grant Investment Advisers
Connecticut
$810K +$104 +1 +0%
MCM
1937
Mainstay Capital Management
Michigan
$809K -$33.1K -317 -5%
APG
1938
Abacus Planning Group
South Carolina
$808K – – –
SWP
1939
Strategic Wealth Partners
Ohio
$805K +$54.7K +524 +9%
HCP
1940
Hexagon Capital Partners
Arkansas
$804K +$1.46K +14 +0.2%
LNB
1941
Ledyard National Bank
$800K -$8.15K -78 -1%
CFG
1942
Cooper Financial Group
California
$798K -$196K -1,872 -22%
DS
1943
DRW Securities
Illinois
$794K -$547K -5,236 -45%
GHA
1944
GW Henssler & Associates
Georgia
$792K -$20.4K -195 -3%
WA
1945
WealthTrust Axiom
Pennsylvania
$792K -$72.7K -696 -10%
ST
1946
Spinnaker Trust
Maine
$792K -$49.4K -473 -7%
GSIS
1947
Global Strategic Investment Solutions
Arizona
$785K +$88.7K +849 +15%
ECG
1948
Edge Capital Group
Georgia
$784K -$106K -1,011 -14%
GFA
1949
Gallagher Fiduciary Advisors
Illinois
$780K +$55.6K +532 +9%
HAIM
1950
Hunter Associates Investment Management
Pennsylvania
$779K -$8.36K -80 -1%
76 77
78
79 80