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Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1051
Harbour Investments
Wisconsin
$475K +$5.89K +29 +1%
VFPI
1052
Vantage Financial Partners (Illinois)
Illinois
$468K -$40.6K -200 -9%
EGA
1053
E&G Advisors
Texas
$465K – – –
RCM
1054
RB Capital Management
Nevada
$464K +$69.8K +344 +20%
BCM
1055
Becker Capital Management
Oregon
$461K -$13.9M -68,538 -97%
HFM
1056
Hartford Financial Management
Connecticut
$457K – – –
GVAG
1057
Great Valley Advisor Group
Delaware
$456K -$791K -3,894 -66%
SB
1058
Simmons Bank
Arkansas
$455K -$16.4K -81 -4%
CA
1059
Cambridge Advisors
Nebraska
$454K -$4.87K -24 -1%
CS
1060
Capital Square
Tennessee
$451K -$399K -1,965 -50%
AL
1061
Aspiriant LLC
California
$450K -$203 -1 -0.1%
RI
1062
Ridgewood Investments
New Jersey
$449K -$122K -602 -23%
SWM
1063
Spire Wealth Management
Virginia
$448K +$151K +742 +61%
CT
1064
Columbia Trust
Oregon
$448K -$11.4K -56 -3%
BPFA
1065
Barnes Pettey Financial Advisors
Mississippi
$448K – – –
SGCA
1066
Steel Grove Capital Advisors
Tennessee
$448K +$16.4K +81 +4%
HA
1067
Hamel Associates
New Jersey
$448K – – –
NWMG
1068
National Wealth Management Group
Ohio
$447K +$407K +2,003 New
MIM
1069
Montgomery Investment Management
Maryland
$444K – – –
MGIA
1070
Moneta Group Investment Advisors
Missouri
$442K +$393K +1,936 New
ICM
1071
IMS Capital Management
Oregon
$440K +$406 +2 +0.1%
FFWM
1072
Future Financial Wealth Management
Ohio
$440K +$106K +522 +37%
LG
1073
Leuthold Group
Minnesota
$439K -$23.1K -114 -6%
CIA
1074
Capital Investment Advisors
Georgia
$439K +$15K +74 +4%
CI
1075
Conning Inc
Connecticut
$438K -$3.45K -17 -0.9%
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