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Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
3076
Plante Moran Financial Advisors
Michigan
$104K -$69.6K -1,011 -39%
CA
3077
Crewe Advisors
Utah
$103K -$43.4K -631 -29%
RCM
3078
Richardson Capital Management
Wisconsin
$103K – – –
DMIC
3079
Dixon Mitchell Investment Counsel
British Columbia, Canada
$102K – – –
OA
3080
Operose Advisors
Wisconsin
$101K – – –
SWIM
3081
Smallwood Wealth Investment Management
New Jersey
$99.8K -$69 -1 -0.1%
CIAS
3082
CBIZ Investment Advisory Services
Ohio
$99.4K -$9.98K -145 -9%
OIA
3083
Optimum Investment Advisors
Illinois
$99.4K – – –
SHIM
3084
Stone House Investment Management
Pennsylvania
$99.3K -$2.62K -38 -2%
AWM
3085
AllSquare Wealth Management
New York
$99.2K – – –
TCB
3086
Texas Capital Bancshares
Texas
$98.7K +$102K +1,488 New
RBC
3087
Roble Belko & Company
Pennsylvania
$98K +$206 +3 +0.2%
GWSA
3088
Global Wealth Strategies & Associates
Colorado
$96.4K +$4.06K +59 +4%
WCMN
3089
Westchester Capital Management (Nebraska)
Nebraska
$96.1K – – –
GFWA
3090
Grey Fox Wealth Advisors
Delaware
$93.6K +$96.4K +1,400 New
RFG
3091
REAP Financial Group
Texas
$93.4K +$15.3K +222 +19%
MIFH
3092
Migdal Insurance & Financial Holdings
Israel
$88K -$181K -2,629 -67%
TSMHT
3093
Thurston Springer Miller Herd & Titak
Indiana
$87.7K -$976K -14,184 -91%
ICM
3094
Islay Capital Management
Texas
$86.2K – – –
SC
3095
Sawyer & Company
Massachusetts
$86K – – –
CT
3096
Coastline Trust
Rhode Island
$85.6K -$15.1K -220 -15%
GJIA
3097
Glass Jacobson Investment Advisors
Maryland
$85.1K -$30.1K -438 -25%
SCA
3098
Stuart Chaussee & Associates
California
$84.2K – – –
PCTC
3099
Perkins Coie Trust Company
Washington
$83.9K -$226K -3,282 -72%
RWM
3100
Rialto Wealth Management
New York
$82.6K -$275 -4 -0.3%
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