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Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1076
Chatham Capital Group
Georgia
$383K – – –
MAWA
1077
Moss Adams Wealth Advisors
Washington
$382K +$15.2K +66 +4%
LI
1078
Lafayette Investments
Maryland
$382K – – –
LOIP
1079
Live Oak Investment Partners
Texas
$381K +$70.5K +306 +23%
PTC
1080
Private Trust Company
Ohio
$381K -$14.5K -63 -4%
PI
1081
Pettee Investors
Connecticut
$379K -$39.2K -170 -10%
STA
1082
Smith Thornton Advisors
Alabama
$378K -$4.61K -20 -1%
LIA
1083
LBMC Investment Advisors
Tennessee
$376K – – –
HPC
1084
HM Payson & Co
Maine
$375K +$40.8K +177 +13%
SPL
1085
Smart Portfolios LLC
Washington
$374K +$8.07K +35 +2%
PA
1086
PFG Advisors
Arizona
$374K +$32K +139 +10%
LPFG
1087
Landing Point Financial Group
Ohio
$374K -$2.54K -11 -0.7%
MAM
1088
Meeder Asset Management
Ohio
$372K +$202K +875 +124%
TWP
1089
Tyche Wealth Partners
Texas
$371K +$2.31K +10 +0.6%
DAM
1090
Diamant Asset Management
Connecticut
$368K – – –
1WA
1091
180 Wealth Advisors
Washington
$368K -$6.22K -27 -2%
FA
1092
Fiduciary Alliance
South Carolina
$367K -$922 -4 -0.3%
TYCC
1093
Texas Yale Capital Corp
Florida
$367K +$20.3K +88 +6%
AW
1094
Apricus Wealth
South Carolina
$367K +$1.15K +5 +0.3%
PAM
1095
PCG Asset Management
New Jersey
$366K -$13.8K -60 -4%
SIC
1096
Sage Investment Counsel
Tennessee
$366K – – –
PL
1097
Plancorp LLC
Missouri
$365K +$5.53K +24 +2%
WPW
1098
Waldron Private Wealth
Pennsylvania
$365K -$25.1K -109 -7%
AWM
1099
Aberdeen Wealth Management
Illinois
$359K – – –
MSFS
1100
Main Street Financial Solutions
Pennsylvania
$359K +$30K +130 +9%
42 43
44
45 46