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Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
1301
9258 Wealth Management
Ohio
$1.39M +$1.45M +8,066 New
AIC
1302
Archer Investment Corporation
Indiana
$1.39M +$1.45M +8,068 New
PCM
1303
Palisade Capital Management
New Jersey
$1.38M +$442K +2,467 +44%
CIP
1304
Capital Insight Partners
Arizona
$1.38M +$33.2K +185 +2%
RIM
1305
Regent Investment Management
Kentucky
$1.38M +$38.4K +214 +3%
P
1306
Pitcairn
Pennsylvania
$1.36M -$768K -4,284 -35%
TCOT
1307
Trust Company of Toledo
Ohio
$1.36M – – –
AIM
1308
Acropolis Investment Management
Missouri
$1.36M +$24.4K +136 +2%
AFC
1309
AFT Forsyth & Company
Florida
$1.35M +$717 +4 +0.1%
CFA
1310
Cahill Financial Advisors
Minnesota
$1.35M +$83.4K +465 +6%
LC
1311
Lavaca Capital
Texas
$1.35M +$1.41M +7,838 New
TNB
1312
Thomasville National Bank
Georgia
$1.34M +$4.66K +26 +0.3%
FF
1313
Fluent Financial
Texas
$1.34M +$194K +1,082 +16%
PMG
1314
ProVise Management Group
Florida
$1.34M -$371K -2,068 -21%
CWM
1315
Confluence Wealth Management
Oregon
$1.34M -$16.3K -91 -1%
NAM
1316
North American Management
Massachusetts
$1.33M -$89.7K -500 -6%
MWA
1317
Meridian Wealth Advisors
Texas
$1.33M +$1.39M +7,749 New
OIM
1318
Orca Investment Management
Oregon
$1.33M +$11.7K +65 +0.8%
CT
1319
Coastline Trust
Rhode Island
$1.32M -$17.9K -100 -1%
CBT
1320
Central Bank & Trust
Kentucky
$1.32M -$63.3K -353 -4%
PCP
1321
Proficio Capital Partners
Massachusetts
$1.31M +$955K +5,323 +229%
SIG
1322
Sargent Investment Group
Maryland
$1.31M +$1.37M +7,623 New
AWM
1323
Aries Wealth Management
Maine
$1.31M -$26.4K -147 -2%
NL
1324
NVWM LLC
Pennsylvania
$1.31M +$12.2K +68 +0.9%
ICM
1325
IMS Capital Management
Oregon
$1.31M +$136K +761 +11%
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