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Name Holding Trade Value Shares
Change 		Change in
Stake
1W
1026
1776 Wealth
Georgia
$1.34M – – –
FAM
1027
Formidable Asset Management
Ohio
$1.34M -$80.1K -2,828 -6%
1WA
1028
180 Wealth Advisors
Washington
$1.34M -$61.4K -2,167 -5%
RT
1029
Rockland Trust
Massachusetts
$1.33M -$388K -13,712 -25%
NPT
1030
Nixon Peabody Trust
Massachusetts
$1.33M +$301K +10,640 +35%
GVAG
1031
Great Valley Advisor Group
Delaware
$1.33M -$21.6K -764 -2%
SWM
1032
Spire Wealth Management
Virginia
$1.33M +$249K +8,790 +28%
LC
1033
LCNB Corp
Ohio
$1.32M -$97.2K -3,430 -8%
MPM
1034
Meritage Portfolio Management
Kansas
$1.32M -$2.81K -99 -0.2%
CII
1035
Capital International Inc
California
$1.32M -$92.9K -3,280 -8%
PWP
1036
Private Wealth Partners
California
$1.32M -$127K -4,477 -10%
FWM
1037
Forza Wealth Management
Florida
$1.32M +$121K +4,259 +12%
AG
1038
Algert Global
California
$1.32M +$1.14M +40,300 New
WIC
1039
Woodmont Investment Counsel
Tennessee
$1.32M -$572K -20,186 -33%
LPAM
1040
Lodestar Private Asset Management
California
$1.31M -$29.3K -1,033 -3%
RSWM
1041
Robertson Stephens Wealth Management
California
$1.31M +$106K +3,726 +10%
IIM
1042
Ipswich Investment Management
Massachusetts
$1.31M -$832K -29,366 -42%
VFM
1043
Viking Fund Management
North Dakota
$1.31M -$3.48M -123,000 -75%
UFG
1044
United Fire Group
Iowa
$1.31M – – –
IWS
1045
Insight Wealth Strategies
California
$1.3M +$67.7K +2,390 +6%
MMA
1046
Miracle Mile Advisors
California
$1.3M -$12.6K -446 -1%
CWM
1047
Cornerstone Wealth Management
Missouri
$1.3M +$1.12M +39,652 New
KJHP
1048
K.J. Harrison & Partners
Ontario, Canada
$1.29M – – –
HI
1049
Hudock Inc
Pennsylvania
$1.29M +$21.9K +772 +2%
IFG
1050
Independent Financial Group
California
$1.29M +$65.6K +2,315 +6%
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