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ITW

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
876
Anchor Capital Advisors
Massachusetts
$581K +$116K +514 +22%
LC
877
LCNB Corp
Ohio
$577K – – –
AWM
878
Apollon Wealth Management
South Carolina
$577K +$105K +464 +20%
NFG
879
Next Financial Group
Texas
$572K +$2.25K +10 +0.4%
AO
880
Advisor OS
Illinois
$571K +$5.41K +24 +0.9%
MA
881
Mutual Advisors
Nebraska
$569K +$170K +756 +38%
SDIC
882
South Dakota Investment Council
South Dakota
$568K – – –
GTAM
883
Global Trust Asset Management
Florida
$567K -$2.25K -10 -0.4%
SFSG
884
Sound Financial Strategies Group
Mississippi
$563K -$676 -3 -0.1%
EIP
885
Ellis Investment Partners
Pennsylvania
$563K – – –
EP
886
Eudaimonia Partners
Tennessee
$563K +$17.4K +77 +3%
MFW
887
Meristem Family Wealth
Minnesota
$563K +$237K +1,052 +63%
MOS
888
MGO One Seven
Ohio
$561K -$24.6K -109 -4%
WPA
889
West Paces Advisors
Georgia
$555K -$20.1K -89 -3%
NIM
890
NuWave Investment Management
New Jersey
$553K -$115K -511 -16%
MFG
891
MidWestOne Financial Group
Iowa
$552K -$23.7K -105 -4%
MWM
892
Meridian Wealth Management
Kentucky
$550K +$22.1K +98 +4%
SIM
893
Sentry Investment Management
Wisconsin
$549K -$42.6K -189 -7%
EWM
894
Empirical Wealth Management
Washington
$549K +$72.6K +322 +14%
KFGK
895
Keystone Financial Group (Kentucky)
Kentucky
$547K +$1.13K +5 +0.2%
TFS
896
Thoroughbred Financial Services
Tennessee
$547K +$44.2K +196 +8%
BRWA
897
B. Riley Wealth Advisors
Florida
$545K +$86.1K +382 +17%
RIM
898
Regent Investment Management
Kentucky
$544K -$22.5K -100 -4%
APWM
899
Atlas Private Wealth Management
New York
$542K +$14.9K +66 +3%
BBA
900
BLB&B Advisors
Pennsylvania
$540K +$295K +1,309 +100%
34 35
36
37 38