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Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
1701
Foundations Investment Advisors
Arizona
$2.02M +$145K +563 +8%
RA
1702
Rational Advisors
New York
$2.01M +$576K +2,233 +41%
RAM
1703
Redmond Asset Management
Virginia
$2.01M -$499K -1,936 -20%
OPPTF
1704
OPSEU Pension Plan Trust Fund
Ontario, Canada
$2.01M +$12.4K +48 +0.6%
SBSB
1705
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.01M -$249K -964 -11%
DWM
1706
Dorchester Wealth Management
Quebec, Canada
$2M -$703K -2,725 -26%
AFC
1707
AFT Forsyth & Company
Florida
$2M -$54.2K -210 -3%
CPIG
1708
Chicago Partners Investment Group
Illinois
$2M +$185K +716 +11%
KJHP
1709
K.J. Harrison & Partners
Ontario, Canada
$1.99M +$228K +885 +13%
MHC
1710
Meyer Handelman Company
New York
$1.99M – – –
FMBTD
1711
First Midwest Bank Trust Division
Illinois
$1.99M -$28.4K -110 -1%
HHAA
1712
Henry H. Armstrong Associates
Pennsylvania
$1.98M – – –
TFS
1713
Thoroughbred Financial Services
Tennessee
$1.98M +$118K +459 +6%
WA
1714
Winfield Associates
Ohio
$1.97M +$166K +645 +9%
CB
1715
CNB Bank
Pennsylvania
$1.96M -$177K -687 -8%
CCI
1716
Credit Capital Investments
New Jersey
$1.96M +$593K +2,300 +44%
CM
1717
Crestline Management
Texas
$1.96M +$774K +3,000 +67%
BWM
1718
BigSur Wealth Management
Florida
$1.96M +$1.03M +4,000 +114%
SFG
1719
SevenBridge Financial Group
Pennsylvania
$1.96M +$118K +459 +7%
SB
1720
Strategic Blueprint
Georgia
$1.96M +$1.13M +4,392 +142%
RFN
1721
RDA Financial Network
Iowa
$1.94M -$64K -248 -3%
CC
1722
Copperleaf Capital
North Carolina
$1.94M -$1.55K -6 -0.1%
PCM
1723
Prelude Capital Management
New York
$1.94M -$1.71M -6,643 -47%
BCM
1724
Brasada Capital Management
Texas
$1.94M +$23.5K +91 +1%
TCBWMS
1725
Texas Capital Bank Wealth Management Services
Texas
$1.94M +$1.29M +5,000 +208%
67 68
69
70 71