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Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
1501
Archer Investment Corporation
Indiana
$2.41M -$65.2K -205 -3%
SS
1502
Simplicity Solutions
Minnesota
$2.4M +$689K +2,167 +40%
FPS
1503
Fieldpoint Private Securities
Connecticut
$2.4M +$175K +549 +8%
BHBT
1504
Burke & Herbert Bank & Trust
Virginia
$2.4M +$5.09K +16 +0.2%
JCM
1505
Jacobsen Capital Management
Utah
$2.39M +$41.7K +131 +2%
GWCM
1506
Godshalk Welsh Capital Management
Pennsylvania
$2.39M -$78.6K -247 -3%
VWM
1507
Vigilare Wealth Management
Arizona
$2.38M +$53.8K +169 +2%
RWM
1508
Ritholtz Wealth Management
New York
$2.38M +$279K +876 +13%
OAM
1509
Optimal Asset Management
California
$2.38M – – –
B
1510
Barings
North Carolina
$2.37M -$191K -601 -7%
APWM
1511
Atlas Private Wealth Management
New York
$2.37M +$61.7K +194 +3%
WCM
1512
Whitener Capital Management
North Carolina
$2.36M +$116K +365 +5%
ARC
1513
Advisor Resource Council
Texas
$2.35M +$2.35M +7,386 New
TCOO
1514
Trust Company of Oklahoma
Oklahoma
$2.35M -$6.68K -21 -0.3%
SIM
1515
Sentry Investment Management
Wisconsin
$2.35M -$888K -2,792 -28%
FANJ
1516
Financial Architects (New Jersey)
New Jersey
$2.35M -$25.8K -81 -1%
CIM
1517
CIM Investment Management
Pennsylvania
$2.34M +$209K +658 +10%
ECM
1518
Evergreen Capital Management
Washington
$2.34M +$12.4K +39 +0.5%
PGAM
1519
Princeton Global Asset Management
New Jersey
$2.34M +$172K +541 +8%
RIA
1520
Regal Investment Advisors
Michigan
$2.34M +$2.33M +7,332 New
SIAG
1521
Signet Investment Advisory Group
Rhode Island
$2.34M -$183K -574 -7%
SIAP
1522
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.33M -$20.7K -65 -0.9%
SNBOSD
1523
Security National Bank of So Dak
Iowa
$2.33M +$381K +1,199 +20%
AFA
1524
American Financial Advisors
Georgia
$2.33M -$29.6K -93 -1%
MCA
1525
Magnolia Capital Advisors
Mississippi
$2.32M +$19.1K +60 +0.8%
59 60
61
62 63