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Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
1476
SageView Advisory Group
California
$3.33M +$117K +212 +4%
WLPWM
1477
Walled Lake Planning & Wealth Management
Illinois
$3.33M +$1.11K +2 +0%
GLR
1478
Great Lakes Retirement
Ohio
$3.32M +$88.5K +160 +3%
SACTSONJ
1479
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.32M – – –
CWG
1480
Cornerstone Wealth Group
North Carolina
$3.28M -$35.9K -65 -1%
VIPI
1481
Vista Investment Partners II
Indiana
$3.28M +$58.6K +106 +2%
ANTB
1482
AMG National Trust Bank
Colorado
$3.28M -$33.7K -61 -1%
SC
1483
Stance Capital
Massachusetts
$3.27M -$1.2M -2,174 -27%
PMG
1484
ProVise Management Group
Florida
$3.27M -$109K -197 -3%
LIM
1485
Lagoda Investment Management
New York
$3.26M +$818K +1,480 +34%
NS
1486
NBC Securities
Alabama
$3.26M -$1.06M -1,921 -25%
WAM
1487
Weatherly Asset Management
California
$3.26M -$65.3K -118 -2%
HCM
1488
Howard Capital Management
Georgia
$3.25M +$50.9K +92 +2%
SMA
1489
Sage Mountain Advisors
Georgia
$3.25M +$354K +641 +12%
OL
1490
Optas LLC
Texas
$3.25M -$161K -292 -5%
CWP
1491
Concord Wealth Partners
Virginia
$3.24M +$270K +489 +9%
CAMV
1492
Concord Asset Management (Virginia)
Virginia
$3.24M +$451K +815 +16%
TPI
1493
Trust Point Inc
Wisconsin
$3.24M +$518K +937 +19%
EFG
1494
Everhart Financial Group
Ohio
$3.24M +$136K +246 +4%
ADL
1495
Asset Dedication LLC
California
$3.24M +$86.3K +156 +3%
PFG
1496
Putney Financial Group
California
$3.23M -$148K -267 -4%
EFSCE
1497
Enterprise Financial Services Corp (EFSC)
Missouri
$3.23M +$77.4K +140 +2%
LIA
1498
Lynx Investment Advisory
District of Columbia
$3.21M +$4.42K +8 +0.1%
VPI
1499
Value Partners Investments
Manitoba, Canada
$3.19M +$183K +331 +6%
NRD
1500
Nebula Research & Development
New York
$3.19M +$1.56M +2,827 +99%
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