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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1301
LexAurum Advisors
Kansas
$879K +$19.9K +572 +2%
PMG
1302
ProVise Management Group
Florida
$878K +$311K +8,922 +57%
SJIM
1303
St. Johns Investment Management
Florida
$878K -$20.9K -599 -2%
IAMOG
1304
Investors Asset Management of Georgia
Georgia
$875K +$27K +776 +3%
QP
1305
Quilter Plc
United Kingdom
$874K – – –
KMWM
1306
Keudell/Morrison Wealth Management
Oregon
$874K -$44.6K -1,279 -5%
RMDI
1307
R.M. Davis Inc
Maine
$872K -$189K -5,432 -18%
WA
1308
WBH Advisory
Maryland
$872K -$37.1K -1,064 -4%
SAG
1309
SageView Advisory Group
California
$871K +$11.8K +339 +1%
SIM
1310
Sentry Investment Management
Wisconsin
$864K -$156K -4,467 -16%
TFS
1311
Thoroughbred Financial Services
Tennessee
$864K +$194K +5,557 +30%
CCG
1312
Coastwise Capital Group
California
$864K -$49.6K -1,424 -6%
ECG
1313
Edge Capital Group
Georgia
$861K +$7.07K +203 +0.8%
TC
1314
Trust Company
Kansas
$861K -$360K -10,329 -30%
BIA
1315
Benchmark Investment Advisors
Illinois
$861K -$10.4K -300 -1%
DWA
1316
Douglass Winthrop Advisors
New York
$860K -$42.5K -1,220 -5%
CCM
1317
Chiron Capital Management
Florida
$860K -$408K -11,700 -33%
KC
1318
Knuff & Co
California
$858K – – –
MIM
1319
MTM Investment Management
South Carolina
$858K +$70 +2 +0%
MA
1320
MCF Advisors
Kentucky
$855K -$6.06K -174 -0.7%
GITFIT
1321
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$854K -$136K -3,900 -19%
MFS
1322
Monetta Financial Services
Illinois
$853K – – –
M1FG
1323
Mach-1 Financial Group
Arkansas
$852K +$835K +23,959 New
SB
1324
Sunflower Bank
Texas
$849K -$7.98K -229 -1%
SOS
1325
Silver Oak Securities
Tennessee
$848K -$41.9K -1,203 -5%
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