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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1526
Tolleson Wealth Management
Texas
$3.08M – – –
NB
1527
Nicolet Bankshares
Wisconsin
$3.07M -$740K -1,323 -20%
SP
1528
Sherman Porfolios
Idaho
$3.06M +$3M +5,368 New
MSS
1529
Mitchell Sinkler & Starr
Pennsylvania
$3.05M -$56.5K -101 -2%
LNB
1530
Ledyard National Bank
$3.05M +$472K +845 +19%
VWA
1531
Visionary Wealth Advisors
Illinois
$3.04M +$22.9K +41 +0.8%
KIC
1532
Kensington Investment Counsel
California
$3.04M -$43K -77 -1%
AEPWM
1533
Atlantic Edge Private Wealth Management
Florida
$3.04M +$5.59K +10 +0.2%
SSA
1534
SSA Swiss Advisors
$3.02M – – –
LFG
1535
Larson Financial Group
Missouri
$3.02M -$43K -77 -1%
LIA
1536
Lynx Investment Advisory
District of Columbia
$3.02M -$145K -260 -5%
CIM
1537
Cambria Investment Management
California
$2.99M +$1.23M +2,199 +72%
JRPIM
1538
Journey Retirement Planning & Investment Management
Idaho
$2.99M +$2.93M +5,236 New
MYLI
1539
Meiji Yasuda Life Insurance
Japan
$2.99M -$113K -202 -4%
RA
1540
Rockingstone Advisors
Massachusetts
$2.98M +$196K +350 +7%
CGL
1541
Clarius Group LLC
Washington
$2.97M -$227K -406 -7%
MC
1542
Mirabaud & Cie
Switzerland
$2.96M -$690K -1,235 -19%
HR
1543
Hardy Reed
Mississippi
$2.96M +$47K +84 +2%
IPW
1544
Inlet Private Wealth
Florida
$2.96M – – –
PP
1545
Patron Partners
Texas
$2.96M +$115K +205 +4%
S
1546
SimplyRich
California
$2.95M – – –
PSB
1547
Piscataqua Savings Bank
New Hampshire
$2.93M -$26.8K -48 -0.9%
MWM
1548
Marion Wealth Management
Pennsylvania
$2.93M +$46.4K +83 +2%
VWM
1549
Venturi Wealth Management
Texas
$2.93M +$150K +269 +6%
CAM
1550
Clark Asset Management
New Hampshire
$2.92M +$3.91K +7 +0.1%
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