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Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
876
Triangle Securities Wealth Management
North Carolina
$2.64M -$36.5K -72 -1%
WF
877
WoodTrust Financial
Wisconsin
$2.62M +$4.56K +9 +0.2%
HCMT
878
Highland Capital Management (Tennessee)
Tennessee
$2.61M – – –
RGC
879
Roberts, Glore & Co
Illinois
$2.61M – – –
CAG
880
Crestwood Advisors Group
Massachusetts
$2.59M +$290K +573 +13%
HIC
881
Hartline Investment Corp
Illinois
$2.59M – – –
DC
882
DeDora Capital
California
$2.59M -$23.3K -46 -0.9%
SW
883
SlateStone Wealth
Florida
$2.57M +$22.3K +44 +0.9%
WC
884
Westerkirk Capital
$2.57M +$304K +600 +14%
LF
885
Lantz Financial
Illinois
$2.55M -$1.01K -2 -0%
DWM
886
Dakota Wealth Management
Florida
$2.55M +$12.2K +24 +0.5%
LOPW
887
Live Oak Private Wealth
North Carolina
$2.52M -$288K -569 -11%
MMPW
888
Mitchell McLeod Pugh & Williams
Alabama
$2.52M +$407K +804 +20%
MWA
889
Marathon Wealth Advisors
Massachusetts
$2.51M +$21.8K +43 +0.9%
MFWP
890
Mosaic Family Wealth Partners
Missouri
$2.51M +$2.06M +4,064 +531%
WPC
891
Wedmont Private Capital
Pennsylvania
$2.5M +$238K +469 +11%
PL
892
Perpetual Ltd
Australia
$2.49M -$176K -347 -7%
IWA
893
Icon Wealth Advisors
Texas
$2.47M +$596K +1,176 +33%
TM
894
TigerOak Management
New Mexico
$2.47M -$23.8K -47 -1%
F8IS
895
Figure 8 Investment Strategies
Idaho
$2.46M +$7.6K +15 +0.3%
SAMC
896
Spectrum Asset Management (California)
California
$2.45M -$7.6K -15 -0.3%
DWT
897
Dorsey & Whitney Trust
South Dakota
$2.43M -$21.3K -42 -0.9%
EL
898
Essex LLC
Illinois
$2.41M -$358K -707 -13%
SIA
899
Schear Investment Advisers
Ohio
$2.41M +$120K +237 +5%
SNBOSCI
900
Security National Bank of Sioux City Iowa
Iowa
$2.4M +$399K +788 +20%
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