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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1251
Concord Wealth Partners
Virginia
$4.91M +$192K +527 +5%
BWG
1252
Berry Wealth Group
Texas
$4.91M -$22.2K -61 -0.5%
MIC
1253
Meridian Investment Counsel
California
$4.9M – – –
VT
1254
Vise Technologies
New York
$4.9M +$159K +437 +4%
SWP
1255
Strategic Wealth Partners
Ohio
$4.89M +$2.56M +7,025 +139%
NEAM
1256
New England Asset Management
Connecticut
$4.89M +$31K +85 +0.7%
MWM
1257
Modern Wealth Management
Kansas
$4.88M +$413K +1,131 +10%
SMFG
1258
Sumitomo Mitsui Financial Group
Japan
$4.87M -$37.2K -102 -0.8%
MAM
1259
Montchanin Asset Management
Delaware
$4.86M +$36.5K +100 +0.8%
MIM
1260
Moseley Investment Management
Florida
$4.86M +$729 +2 +0%
DA
1261
Dillon & Associates
Michigan
$4.86M -$17.9K -49 -0.4%
WCM
1262
Weik Capital Management
Pennsylvania
$4.85M -$10.9K -30 -0.3%
MCP
1263
Martin Capital Partners
Oregon
$4.85M -$1.45M -3,964 -25%
VWM
1264
Valley Wealth Managers
New Jersey
$4.84M -$181K -496 -4%
CIP
1265
Capital Insight Partners
Arizona
$4.84M +$152K +417 +4%
GIP
1266
Granite Investment Partners
California
$4.83M +$3.28K +9 +0.1%
JFG
1267
Jefferies Financial Group
New York
$4.81M -$9.86M -27,044 -69%
CIAS
1268
Capital Investment Advisory Services
North Carolina
$4.8M -$115K -316 -3%
HB
1269
HTLF Bank
Colorado
$4.79M -$151K -414 -3%
CNBTD
1270
Citizens National Bank Trust Department
Mississippi
$4.79M -$31K -85 -0.7%
HFBOT
1271
Home Federal Bank of Tennessee
Tennessee
$4.77M +$12K +33 +0.3%
GFS
1272
GYL Financial Synergies
Connecticut
$4.77M +$118K +324 +3%
NED
1273
Nancy E. Dempze
$4.76M +$266K +728 +7%
SCM
1274
Schnieders Capital Management
California
$4.75M -$206K -566 -5%
CCG
1275
Ceeto Capital Group
Florida
$4.75M – – –
49 50
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