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Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
1026
Northeast Investment Management
Massachusetts
$983K – – –
SAG
1027
SageView Advisory Group
California
$979K +$184K +4,880 +23%
PIM
1028
Profit Investment Management
Maryland
$977K -$60.7K -1,607 -6%
OPF
1029
Old Peak Finance
North Carolina
$969K +$992K +26,259 New
CLA
1030
Carnegie Lake Advisors
New Jersey
$965K – – –
CPA
1031
Capital Performance Advisors
California
$964K +$83.9K +2,221 +9%
NG
1032
Norden Group
Utah
$960K +$116K +3,067 +13%
GITFIT
1033
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$959K +$181K +4,800 +23%
OL
1034
Optas LLC
Texas
$955K -$46.3K -1,226 -5%
WPC
1035
White Pine Capital
Minnesota
$937K +$4.72K +125 +0.5%
1W
1036
1776 Wealth
Georgia
$934K +$130K +3,453 +16%
DCM
1037
Dorato Capital Management
Colorado
$931K +$722K +19,117 New
JWM
1038
JGP Wealth Management
Oregon
$928K +$245K +6,492 +35%
RWRC
1039
R.W. Roge & Company
New York
$926K +$948K +25,100 New
HWAM
1040
Hennion & Walsh Asset Management
New Jersey
$926K +$63.6K +1,684 +7%
APW
1041
Aventura Private Wealth
Florida
$919K +$4.79K +127 +0.5%
RPCONE
1042
Retirement Planning Company of New England
Rhode Island
$917K -$42.3K -1,120 -4%
BTW
1043
Boston Trust Walden
Massachusetts
$917K – – –
HT
1044
Heritage Trust
Oklahoma
$916K -$943K -24,966 -50%
SCA
1045
Stonebridge Capital Advisors
Minnesota
$914K -$51.1K -1,354 -5%
GM
1046
GeoWealth Management
Illinois
$913K +$387K +10,247 +71%
SMA
1047
Sage Mountain Advisors
Georgia
$913K +$1.25K +33 +0.1%
CRC
1048
Curi RMB Capital
Illinois
$912K +$363K +9,624 +64%
ACM
1049
Allred Capital Management
Texas
$910K -$21.8K -578 -2%
LIP
1050
Lighthouse Investment Partners
Florida
$908K +$930K +24,618 New
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