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Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
1526
Garrison Point Advisors
California
$1.35M -$93.2K -1,575 -6%
CPA
1527
Clear Perspective Advisors
Illinois
$1.34M -$77.5K -1,310 -5%
SBWM
1528
Sunflower Bank Wealth Management
Arizona
$1.34M -$29.6K -500 -2%
DI
1529
DAGCO Inc
Ohio
$1.34M -$9.94K -168 -0.7%
DAM
1530
Delta Asset Management
Tennessee
$1.34M +$21.1K +357 +1%
LF
1531
Lantz Financial
Illinois
$1.33M -$2.01K -34 -0.1%
AWAM
1532
Appian Way Asset Management
New York
$1.33M +$1.46M +24,662 New
CIM
1533
CIM Investment Management
Pennsylvania
$1.33M +$47.6K +804 +3%
DBRC
1534
D.B. Root & Company
Pennsylvania
$1.33M +$52K +879 +4%
MC
1535
Martin & Co
Tennessee
$1.32M -$11.5K -194 -0.8%
SFA
1536
Souders Financial Advisors
Ohio
$1.32M +$1.44M +24,423 New
CWP
1537
Capital Wealth Planning
Florida
$1.32M -$41.6K -703 -3%
PWAP
1538
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.32M -$50.1K -847 -4%
DCM
1539
Donaldson Capital Management
Indiana
$1.32M +$61.1K +1,033 +4%
DRD
1540
Dennis R. Delaney
$1.31M -$70K -1,184 -5%
CWM
1541
Chesapeake Wealth Management
Virginia
$1.31M -$41.1K -695 -3%
CAG
1542
Csenge Advisory Group
Florida
$1.31M +$238K +4,023 +20%
MWM
1543
Modera Wealth Management
New Jersey
$1.31M +$54.3K +918 +4%
BMC
1544
Beaton Management Company
Massachusetts
$1.31M +$1.54K +26 +0.1%
RAM
1545
Roanoke Asset Management
New Jersey
$1.31M +$11.8K +200 +0.8%
AWCI
1546
Alpine Woods Capital Investors
New York
$1.3M – – –
VFM
1547
Viking Fund Management
North Dakota
$1.3M – – –
VFPI
1548
Vantage Financial Partners (Illinois)
Illinois
$1.29M -$29.6K -500 -2%
GAMC
1549
Garner Asset Management Corp
Texas
$1.29M +$53.4K +903 +4%
PP
1550
PagnatoKarp Partners
Virginia
$1.29M +$212K +3,580 +18%
60 61
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