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Name Holding Trade Value Shares
Change 		Change in
Stake
M1FG
1201
Mach-1 Financial Group
Arkansas
$1.99M -$107K -1,882 -5%
FHA
1202
Flagship Harbor Advisors
Massachusetts
$1.99M +$69.3K +1,220 +4%
IP
1203
Ignite Planners
California
$1.99M -$98.3K -1,731 -5%
UAS
1204
United Asset Strategies
New York
$1.99M +$83.8K +1,475 +5%
HB
1205
HTLF Bank
Colorado
$1.98M +$1.91M +33,623 New
HCM
1206
Highlander Capital Management
New Jersey
$1.98M – – –
CAC
1207
Certified Advisory Corp
Florida
$1.98M +$24.3K +427 +1%
TIM
1208
Thompson Investment Management
Wisconsin
$1.97M – – –
WT
1209
Washington Trust
Rhode Island
$1.97M +$214K +3,773 +13%
BJL
1210
Brighton Jones LLC
Washington
$1.97M +$46.5K +818 +3%
OWP
1211
Obermeyer Wealth Partners
Colorado
$1.97M +$2.39K +42 +0.1%
CIC
1212
Chilton Investment Company
Connecticut
$1.96M -$67.9K -1,196 -3%
MIM
1213
Morningstar Investment Management
Illinois
$1.96M +$1.12M +19,783 +147%
MCM
1214
Manchester Capital Management
Vermont
$1.95M +$81.7K +1,438 +5%
CPC
1215
Consolidated Planning Corp
Georgia
$1.94M -$5.95M -104,763 -76%
CCA
1216
Cobblestone Capital Advisors
New York
$1.93M -$27.4K -483 -1%
AF
1217
Arrow Financial
New York
$1.92M +$20.7K +364 +1%
PWM
1218
Palumbo Wealth Management
New York
$1.92M +$179K +3,152 +11%
ATC
1219
Adirondack Trust Company
New York
$1.9M -$23.9K -420 -1%
CTC
1220
Cetera Trust Company
Minnesota
$1.9M +$1.83M +32,245 New
CMI
1221
Clare Market Investments
Texas
$1.9M -$271K -4,770 -13%
FIM
1222
Fruth Investment Management
Texas
$1.9M -$7.1K -125 -0.4%
RCM
1223
Raleigh Capital Management
North Carolina
$1.89M +$254K +4,463 +16%
ESBC
1224
E.S. Barr & Co
Kentucky
$1.89M -$52.3K -921 -3%
HW
1225
Hedeker Wealth
Illinois
$1.89M -$87K -1,531 -5%
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