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Name Holding Trade Value Shares
Change 		Change in
Stake
MMHP
876
Murphy Middleton Hinkle & Parker
Georgia
$115K – – –
RG
877
Rathbones Group
United Kingdom
$115K – – –
LSAG
878
Lake Street Advisors Group
New Hampshire
$114K +$8.82K +1,053 +9%
EVC
879
Eidelman Virant Capital
Missouri
$113K +$108K +12,850 New
OFG
880
Oxford Financial Group
Indiana
$112K +$9.85K +1,176 +10%
LA
881
Latitude Advisors
Florida
$112K +$107K +12,748 New
SWM
882
SVA Wealth Management
Wisconsin
$112K +$107K +12,763 New
QCG
883
Quadrant Capital Group
Ohio
$111K -$15.2K -1,820 -13%
SFG
884
Sovereign Financial Group
Connecticut
$111K +$106K +12,647 New
WAS
885
Winch Advisory Services
Wisconsin
$110K -$3.89K -465 -4%
MWM
886
Mattern Wealth Management
Kansas
$110K -$1.68K -200 -2%
SBSB
887
Sullivan, Bruyette, Speros & Blaney
Virginia
$110K +$5.78K +690 +6%
EFS
888
Essex Financial Services
Connecticut
$110K +$11.7K +1,399 +13%
MFW
889
Meristem Family Wealth
Minnesota
$110K +$21K +2,503 +25%
PWM
890
PBMares Wealth Management
Virginia
$110K +$105K +12,493 New
SIAG
891
Safeguard Investment Advisory Group
California
$109K – – –
OSAM
892
O'Shaughnessy Asset Management
Connecticut
$109K +$56.7K +6,773 +121%
TCA
893
Transcend Capital Advisors
New Jersey
$108K +$103K +12,320 New
AIP
894
Almanack Investment Partners
Pennsylvania
$108K +$103K +12,327 New
TCM
895
Tufton Capital Management
Maryland
$108K +$103K +12,350 New
TNBTD
896
Trustmark National Bank Trust Department
Mississippi
$107K – – –
AWE
897
Avidian Wealth Enterprises
Texas
$106K -$277K -33,069 -73%
PNC
898
Park National Corp
Ohio
$106K -$102K -12,176 -50%
EFL
899
ERn Financial LLC
Wisconsin
$106K -$1.1K -132 -1%
WTFG
900
Wells Trecaso Financial Group
Ohio
$106K – – –
34 35
36
37 38