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Name Holding Trade Value Shares
Change 		Change in
Stake
JAG
1526
Journey Advisory Group
Kentucky
$8.93M +$92.3K +151 +1%
PCG
1527
Prosperity Consulting Group
Maryland
$8.92M +$1.03M +1,690 +12%
RHDIC
1528
R.H. Dinel Investment Counsel
California
$8.91M – – –
NW
1529
N10 Wealth
Connecticut
$8.91M +$9.67M +15,815 New
CFM
1530
Compass Financial Management
Florida
$8.9M +$9.56M +15,637 New
WPIC
1531
White Pine Investment Company
Michigan
$8.88M -$2.45K -4 -0%
DBG
1532
De Burlo Group
Massachusetts
$8.87M – – –
AAM
1533
Auxier Asset Management
Oregon
$8.87M +$203K +332 +2%
CFS
1534
CRA Financial Services
New Jersey
$8.86M +$311K +508 +3%
LA
1535
LM Advisors
California
$8.85M +$3.86M +6,312 +67%
FMI
1536
Frec Markets Inc
California
$8.84M +$1.98M +3,246 +26%
LCS
1537
Levin Capital Strategies
New York
$8.81M +$5.54M +9,060 +138%
UA
1538
Unison Advisors
District of Columbia
$8.81M +$7.34K +12 +0.1%
JPWM
1539
Jamison Private Wealth Management
Georgia
$8.79M +$259K +423 +3%
AIM
1540
Advyzon Investment Management
Illinois
$8.78M +$1.04M +1,696 +12%
HT
1541
Heritage Trust
Oklahoma
$8.78M +$77.7K +127 +0.8%
RIG
1542
RiverFront Investment Group
Virginia
$8.76M +$2.79M +4,568 +42%
ET
1543
Entropy Technologies
New York
$8.75M -$6.04M -9,876 -39%
ZBNA
1544
Zions Bancorporation, National Association
Utah
$8.74M -$9.74M -15,931 -51%
ACG
1545
Allen Capital Group
Nebraska
$8.72M -$237K -387 -2%
TCOT
1546
Trust Company of Toledo
Ohio
$8.71M +$7.95K +13 +0.1%
ROC
1547
Robertson Opportunity Capital
Texas
$8.71M – – –
CFM
1548
Catalyst Funds Management
Australia
$8.71M +$3.02M +4,937 +47%
IAS
1549
IMA Advisory Services
Colorado
$8.69M +$1.38M +2,257 +17%
BBES
1550
Buffalo Business & Estate Services
New York
$8.67M -$9.21M -15,054 Closed
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