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Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
876
Hartline Investment Corp
Illinois
$2.59M – – –
DC
877
DeDora Capital
California
$2.59M -$23.3K -46 -0.9%
SW
878
SlateStone Wealth
Florida
$2.57M +$22.3K +44 +0.9%
WC
879
Westerkirk Capital
$2.57M +$304K +600 +14%
LF
880
Lantz Financial
Illinois
$2.55M -$1.01K -2 -0%
DWM
881
Dakota Wealth Management
Florida
$2.55M +$12.2K +24 +0.5%
LOPW
882
Live Oak Private Wealth
North Carolina
$2.52M -$288K -569 -11%
MMPW
883
Mitchell McLeod Pugh & Williams
Alabama
$2.52M +$407K +804 +20%
MFWP
884
Mosaic Family Wealth Partners
Missouri
$2.51M +$2.06M +4,064 +531%
WPC
885
Wedmont Private Capital
Pennsylvania
$2.5M +$238K +469 +11%
PL
886
Perpetual Ltd
Australia
$2.49M -$176K -347 -7%
IWA
887
Icon Wealth Advisors
Texas
$2.47M +$596K +1,176 +33%
TM
888
TigerOak Management
New Mexico
$2.47M -$23.8K -47 -1%
F8IS
889
Figure 8 Investment Strategies
Idaho
$2.46M +$7.6K +15 +0.3%
SAMC
890
Spectrum Asset Management (California)
California
$2.45M -$7.6K -15 -0.3%
DWT
891
Dorsey & Whitney Trust
South Dakota
$2.43M -$21.3K -42 -0.9%
EL
892
Essex LLC
Illinois
$2.41M -$358K -707 -13%
SIA
893
Schear Investment Advisers
Ohio
$2.41M +$120K +237 +5%
LP
894
LMR Partners
United Kingdom
$2.4M -$4.97M -9,820 -68%
TWM
895
Trueblood Wealth Management
Ohio
$2.39M +$62.3K +123 +3%
MLTEF
896
Metatron Long Term Equity Fund
$2.39M +$2.33M +4,600 New
SIG
897
Sargent Investment Group
Maryland
$2.38M +$3.04K +6 +0.1%
EIA
898
Emerald Investment Advisers
Pennsylvania
$2.37M +$1.11M +2,194 +93%
SWM
899
Spire Wealth Management
Virginia
$2.36M +$1.97M +3,882 +583%
PFGIA
900
Patriot Financial Group Insurance Agency
Massachusetts
$2.35M -$1.99M -3,924 -46%
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