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Name Holding Trade Value Shares
Change 		Change in
Stake
SHGA
1626
Sand Hill Global Advisors
California
$1.49M +$15.2K +56 +1%
PMFA
1627
Plante Moran Financial Advisors
Michigan
$1.49M -$103K -380 -7%
DFG
1628
Demars Financial Group
Washington
$1.49M +$8.94K +33 +0.6%
FDS
1629
First Dallas Securities
Texas
$1.49M +$1.45M +5,356 New
PTC
1630
Philadelphia Trust Company
Pennsylvania
$1.49M – – –
LOIM
1631
Liberty One Investment Management
Illinois
$1.48M -$40.9K -151 -3%
GPFA
1632
Game Plan Financial Advisors
Ohio
$1.48M -$43.3K -160 -3%
BFC
1633
Bedel Financial Consulting
Indiana
$1.48M -$67.2K -248 -4%
PK
1634
Pflug Koory
Nebraska
$1.48M – – –
OCG
1635
Opus Capital Group
Ohio
$1.47M -$225K -830 -14%
FA
1636
Faithward Advisors
Pennsylvania
$1.47M -$44.4K -164 -3%
GIA
1637
Gladstone Institutional Advisory
Florida
$1.47M -$80.4K -297 -5%
CB
1638
Cadence Bank
Mississippi
$1.47M -$21.7K -80 -1%
ODCM
1639
Old Dominion Capital Management
Virginia
$1.47M -$17.1K -63 -1%
EWM
1640
EPG Wealth Management
Georgia
$1.47M -$173K -639 -11%
PIG
1641
Pantheon Investment Group
California
$1.46M -$63.4K -234 -4%
MWA
1642
Moser Wealth Advisors
Washington
$1.46M +$530K +1,955 +59%
NG
1643
Northstar Group
New York
$1.46M +$97.8K +361 +7%
EGA
1644
E&G Advisors
Texas
$1.46M -$40.9K -151 -3%
RGIA
1645
Rainier Group Investment Advisory
Washington
$1.46M +$119K +438 +9%
JCM
1646
Jacobi Capital Management
Pennsylvania
$1.45M -$380K -1,402 -21%
VWA
1647
Visionary Wealth Advisors
Illinois
$1.45M +$104K +384 +8%
RCA
1648
Resonant Capital Advisors
Wisconsin
$1.45M -$162K -598 -10%
PA
1649
Perennial Advisors
New York
$1.45M +$131K +485 +10%
GD
1650
Grandfield & Dodd
New York
$1.44M -$21.7K -80 -2%
64 65
66
67 68