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Name Holding Trade Value Shares
Change 		Change in
Stake
1SB
1101
1ST Source Bank
Indiana
$1.6M -$374K -8,385 -19%
JGCM
1102
Joseph Group Capital Management
Ohio
$1.6M +$315K +7,068 +24%
BHIA
1103
Birch Hill Investment Advisors
Massachusetts
$1.59M -$41.2K -925 -3%
SLFPAM
1104
St. Louis Financial Planners Asset Management
Missouri
$1.59M +$108K +2,414 +7%
RIA
1105
Realta Investment Advisors
Delaware
$1.59M -$55K -1,234 -3%
FAM
1106
Formidable Asset Management
Ohio
$1.57M +$36.4K +818 +2%
CWM
1107
Compass Wealth Management
Connecticut
$1.57M +$1.57M +35,257 +17,629%
FFS
1108
Founders Financial Securities
Maryland
$1.56M +$137K +3,079 +10%
MHS
1109
M Holdings Securities
Oregon
$1.56M -$363K -8,154 -19%
WW
1110
Waterfront Wealth
Kansas
$1.55M +$1.77M +39,641 +109%
DBRC
1111
D.B. Root & Company
Pennsylvania
$1.55M -$22.7K -510 -1%
BHB
1112
Bank Hapoalim BM
Israel
$1.55M -$60.8K -1,364 -4%
FHA
1113
Flagship Harbor Advisors
Massachusetts
$1.54M +$214K +4,795 +16%
WIC
1114
Woodmont Investment Counsel
Tennessee
$1.54M -$16.5K -370 -1%
RT
1115
Rockland Trust
Massachusetts
$1.53M -$35.6K -800 -2%
MTIM
1116
Marathon Trading Investment Management
Pennsylvania
$1.53M +$7.26K +163 +0.5%
DG
1117
DMC Group
Alabama
$1.53M +$39.3K +882 +3%
AT
1118
Arden Trust
Delaware
$1.53M -$79.1K -1,775 -5%
GIA
1119
Guyasuta Investment Advisors
Pennsylvania
$1.53M – – –
FWM
1120
Forza Wealth Management
Florida
$1.52M -$36.5K -820 -2%
NCM
1121
NCM Capital Management
New Jersey
$1.52M +$6.73K +151 +0.4%
APP
1122
Avantax Planning Partners
Iowa
$1.52M +$304K +6,812 +25%
GVAG
1123
Great Valley Advisor Group
Delaware
$1.51M +$36.4K +818 +2%
SC
1124
Schulhoff & Co
Ohio
$1.51M -$6.73K -151 -0.4%
BTI
1125
Blue Trust Inc
Georgia
$1.51M -$192K -4,299 -11%
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