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Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1001
Ipswich Investment Management
Massachusetts
$1.52M – – –
HAG
1002
HighPoint Advisor Group
Illinois
$1.52M +$604K +13,374 +62%
AAM
1003
Augustine Asset Management
Florida
$1.52M -$4.07K -90 -0.3%
JGUA
1004
John G. Ullman & Associates
New York
$1.52M -$218K -4,832 -13%
CC
1005
Cognios Capital
Kansas
$1.52M +$207K +4,574 +16%
RGC
1006
Roberts, Glore & Co
Illinois
$1.51M -$157K -3,485 -9%
IP
1007
Investment Partners
Ohio
$1.51M -$656K -14,516 -30%
CC
1008
Courier Capital
New York
$1.51M -$87.8K -1,944 -6%
AIA
1009
AIMZ Investment Advisors
California
$1.51M -$13.4K -297 -0.9%
AL
1010
Aspiriant LLC
California
$1.51M +$65.1K +1,441 +4%
BFA
1011
Bragg Financial Advisors
North Carolina
$1.51M -$32.9K -727 -2%
LWAC
1012
Laurel Wealth Advisors (California)
California
$1.51M -$14.1K -312 -0.9%
HRC
1013
Hoertkorn Richard Charles
$1.5M -$18.1K -400 -1%
KCPG
1014
Kavar Capital Partners Group
Kansas
$1.49M +$76.8K +1,700 +5%
WEC
1015
Winslow Evans & Crocker
Massachusetts
$1.48M +$10K +222 +0.7%
SIA
1016
Sit Investment Associates
Minnesota
$1.48M – – –
DMC
1017
Drexel Morgan & Co
Pennsylvania
$1.47M -$2.21K -49 -0.2%
PTB
1018
Pioneer Trust Bank
Oregon
$1.46M – – –
SRP
1019
Saddle Road Partners
Nebraska
$1.46M – – –
HWP
1020
Hefty Wealth Partners
Indiana
$1.46M +$1.45M +32,109 New
FMWA
1021
Forvis Mazars Wealth Advisors
Missouri
$1.45M -$40.9K -906 -3%
CCA
1022
Cobblestone Capital Advisors
New York
$1.44M +$36.7K +813 +3%
FA
1023
FCG Advisors
New Jersey
$1.44M +$1.43M +31,711 New
UAS
1024
United Asset Strategies
New York
$1.43M +$164K +3,640 +13%
OLA
1025
Oliver Luxxe Assets
New Jersey
$1.43M -$121K -2,672 -8%
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