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Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1826
Plante Moran Financial Advisors
Michigan
$1.42M +$68.3K +208 +5%
XSC
1827
X-Square Capital
Puerto Rico
$1.41M +$138K +421 +11%
RCA
1828
Resonant Capital Advisors
Wisconsin
$1.41M +$28.6K +87 +2%
PWM
1829
PBMares Wealth Management
Virginia
$1.41M -$164K -500 -10%
VFP
1830
Verus Financial Partners
Virginia
$1.41M +$1.31K +4 +0.1%
PCG
1831
Private Capital Group
Connecticut
$1.41M +$28.9K +88 +2%
LSPW
1832
Lake Street Private Wealth
Illinois
$1.4M +$14.8K +45 +1%
WA
1833
Wambolt & Associates
Colorado
$1.4M +$1.97K +6 +0.1%
VAG
1834
VisionPoint Advisory Group
Texas
$1.4M -$366K -1,114 -23%
SDIC
1835
South Dakota Investment Council
South Dakota
$1.4M – – –
OPOWM
1836
One Plus One Wealth Management
Florida
$1.4M – – –
UAML
1837
US Asset Management LLC
Pennsylvania
$1.39M +$1.39M +4,237 New
LSA
1838
Leonteq Securities AG
Switzerland
$1.39M +$558K +1,700 +67%
DCM
1839
Disciplina Capital Management
Tennessee
$1.39M – – –
WI
1840
WrapManager Inc
California
$1.39M -$161K -490 -10%
FA
1841
FMA Advisory
Pennsylvania
$1.39M +$99.2K +302 +8%
CT
1842
Columbia Trust
Oregon
$1.39M +$53.8K +164 +4%
SDWIA
1843
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.38M +$38.4K +117 +3%
HFG
1844
Heron Financial Group
New York
$1.38M +$43.3K +132 +3%
ARMT
1845
Amica Retiree Medical Trust
Rhode Island
$1.38M -$689K -2,098 -33%
TH
1846
TCTC Holdings
Texas
$1.38M +$269K +819 +24%
GAB
1847
German American Bancorp
Indiana
$1.38M -$22.3K -68 -2%
GTAM
1848
Global Trust Asset Management
Florida
$1.37M -$356K -1,084 -21%
LA
1849
Latitude Advisors
Florida
$1.37M +$663K +2,018 +94%
RPG
1850
Resource Planning Group
Georgia
$1.37M -$11.8K -36 -0.9%
72 73
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