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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1201
Pathway Financial Advisers
Indiana
$2.45M +$34.4K +493 +1%
A
1202
AlphaQuest
New York
$2.45M -$218K -3,124 -8%
UWP
1203
Uniting Wealth Partners
Kansas
$2.44M -$4.18K -60 -0.2%
RPWA
1204
Regent Peak Wealth Advisors
Georgia
$2.44M -$5.23K -75 -0.1%
RC
1205
Roundview Capital
New Jersey
$2.44M -$6.34K -91 -0.3%
TIM
1206
Thompson Investment Management
Wisconsin
$2.44M – – –
PFBT
1207
Parkside Financial Bank & Trust
Missouri
$2.43M -$41.7K -598 -2%
AF
1208
Arrow Financial
New York
$2.43M +$837 +12 +0%
LSA
1209
Leonteq Securities AG
Switzerland
$2.42M +$1.85M +26,585 +329%
PA
1210
Profund Advisors
Maryland
$2.42M +$71.2K +1,022 +3%
RMSCM
1211
R.M. Sincerbeaux Capital Management
New York
$2.41M – – –
SC
1212
Syon Capital
California
$2.41M +$93.6K +1,342 +4%
NS
1213
NBC Securities
Alabama
$2.41M -$12.2K -175 -0.5%
PTC
1214
Private Trust Company
Ohio
$2.41M +$103K +1,471 +4%
SB
1215
SIG Brokerage
New York
$2.41M +$678K +9,731 +39%
KFGK
1216
Keystone Financial Group (Kentucky)
Kentucky
$2.39M -$103K -1,481 -4%
ACM
1217
Aurdan Capital Management
Pennsylvania
$2.39M -$31.3K -449 -1%
RCAG
1218
Rehmann Capital Advisory Group
Michigan
$2.38M +$165K +2,370 +7%
MCM
1219
Mill Capital Management
North Carolina
$2.38M -$85.7K -1,230 -3%
FHA
1220
Flagship Harbor Advisors
Massachusetts
$2.38M +$3.63K +52 +0.2%
NG
1221
Northstar Group
New York
$2.36M -$8.23K -118 -0.3%
OPCM
1222
Osborne Partners Capital Management
California
$2.36M -$169K -2,419 -7%
RFM
1223
Royal Fund Management
Florida
$2.35M +$1.53M +21,934 +187%
CFO
1224
CVA Family Office
Colorado
$2.35M -$360K -5,167 -13%
CAC
1225
Certified Advisory Corp
Florida
$2.34M -$837 -12 -0%
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