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Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1676
Ballast Inc
Kentucky
$892K – – –
PWSG
1677
Pacific Wealth Strategies Group
California
$891K -$4.41K -73 -0.5%
MAM
1678
Morse Asset Management
Connecticut
$891K -$60.4K -1,000 -7%
AAP
1679
Aristotle Atlantic Partners
Florida
$891K – – –
JDR
1680
Jay D. Rosenbaum
$890K -$26.1K -433 -3%
QPWM
1681
Quadrant Private Wealth Management
Pennsylvania
$888K +$843K +13,964 New
MCM
1682
McMillion Capital Management
North Carolina
$888K -$11.1K -184 -1%
VCM
1683
Virtue Capital Management
Tennessee
$885K +$458K +7,579 +120%
WP
1684
Westmount Partners
California
$884K +$839K +13,891 New
JWM
1685
JGP Wealth Management
Oregon
$882K +$241 +4 +0%
AFA
1686
American Financial Advisors
Georgia
$881K +$2.66K +44 +0.3%
NEWAS
1687
N.E.W. Advisory Services
Wisconsin
$880K -$23.7K -392 -3%
VEA
1688
Virtus ETF Advisers
New York
$878K +$165K +2,732 +25%
ACS
1689
Archford Capital Strategies
Illinois
$877K +$61.6K +1,021 +8%
HI
1690
Hendershot Investments
Virginia
$875K – – –
CWP
1691
Concord Wealth Partners
Virginia
$874K -$54.7K -906 -6%
GA
1692
GraniteShares Advisors
New York
$868K -$96.4K -1,596 -10%
PTB
1693
Pioneer Trust Bank
Oregon
$866K – – –
MFG
1694
MidWestOne Financial Group
Iowa
$866K -$181K -3,001 -18%
CAM
1695
Carret Asset Management
New York
$862K +$90.6K +1,500 +12%
CAM
1696
Connacht Asset Management
New York
$861K -$419K -6,945 -34%
EA
1697
Emerald Advisors
Washington
$859K -$604 -10 -0.1%
BMCM
1698
Burns Matteson Capital Management
New York
$858K -$58.6K -970 -7%
BFA
1699
Buttonwood Financial Advisors
Maryland
$857K -$66.8K -1,106 -8%
FNBOSM
1700
First National Bank of South Miami
Florida
$857K -$13.3K -220 -2%
66 67
68
69 70