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Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
1001
Vestmark Advisory Solutions
Massachusetts
$2.74M +$321K +5,763 +14%
SCM
1002
Shelton Capital Management
Colorado
$2.73M +$61.6K +1,106 +2%
GWMIA
1003
Global Wealth Management Investment Advisory
Florida
$2.73M +$76.3K +1,371 +3%
NIM
1004
Northeast Investment Management
Massachusetts
$2.72M -$41K -736 -2%
WKWM
1005
Walter & Keenan Wealth Management
Indiana
$2.71M +$167 +3 +0%
WIS
1006
Wright Investors Service
Connecticut
$2.68M +$190K +3,413 +8%
GJIC
1007
Gamble Jones Investment Counsel
California
$2.67M – – –
KFP
1008
Keystone Financial Planning
Ohio
$2.66M -$180K -3,226 -7%
LFAS
1009
Level Four Advisory Services
Texas
$2.66M -$1.66M -29,742 -40%
AWM
1010
Aprio Wealth Management
Georgia
$2.65M -$18.2K -326 -0.7%
GA
1011
GFS Advisors
Texas
$2.65M -$294K -5,280 -11%
AW
1012
ACG Wealth
Georgia
$2.64M -$30.4K -546 -1%
RF
1013
Robbins Farley
New Hampshire
$2.63M +$18.5K +332 +0.8%
AFA
1014
Abacus FCF Advisors
Florida
$2.63M +$433K +7,776 +21%
BFEC
1015
Benjamin F. Edwards & Company
Missouri
$2.63M +$32.4K +581 +1%
CCMD
1016
Cypress Capital Management (Delaware)
Delaware
$2.63M +$121K +2,170 +5%
MA
1017
Mutual Advisors
Nebraska
$2.62M -$59.1K -1,062 -2%
AUB
1018
Atlantic Union Bankshares
Virginia
$2.61M -$19.4K -348 -0.8%
AIM
1019
Avity Investment Management
Connecticut
$2.61M +$9.52K +171 +0.4%
FPB
1020
First PREMIER Bank
South Dakota
$2.6M -$16.4K -295 -0.7%
MRCM
1021
M&R Capital Management
New Jersey
$2.6M +$931K +16,726 +62%
WP
1022
WMS Partners
Maryland
$2.6M -$45.3K -814 -2%
SJIM
1023
St. Johns Investment Management
Florida
$2.59M +$241K +4,330 +11%
IAMOG
1024
Investors Asset Management of Georgia
Georgia
$2.57M +$55.8K +1,002 +2%
CHJWM
1025
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.54M -$35.8K -643 -1%
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