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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2701
Secure Asset Management
Michigan
$3.4M -$42.4K -197 -1%
TWP
2702
Tempus Wealth Planning
California
$3.4M -$18.5K -86 -0.6%
NFG
2703
Northeast Financial Group
Pennsylvania
$3.4M +$3.29M +15,285 New
DWP
2704
Destiny Wealth Partners
Florida
$3.4M +$3.28M +15,277 New
SN
2705
Sittner & Nelson
Oregon
$3.39M +$3.28M +15,259 New
FNBOSM
2706
First National Bank of South Miami
Florida
$3.39M +$13.8K +64 +0.4%
TF
2707
TRH Financial
Iowa
$3.38M +$76.3K +355 +2%
MPIA
2708
Mountain Pacific Investment Advisers
Idaho
$3.38M -$52.9K -246 -2%
RIM
2709
Rockbridge Investment Management
New York
$3.37M -$57K -265 -2%
SSW
2710
Smith Shellnut Wilson
Mississippi
$3.37M +$67.3K +313 +2%
AP
2711
Arlington Partners
Alabama
$3.36M +$189K +881 +6%
SEC
2712
Seven Eight Capital
New York
$3.36M +$1.16M +5,400 +56%
CP
2713
Covenant Partners
Tennessee
$3.35M -$2.15K -10 -0.1%
RWM
2714
RBA Wealth Management
California
$3.35M +$45.4K +211 +1%
UFG
2715
United Fire Group
Iowa
$3.34M – – –
OCM
2716
Olstein Capital Management
New York
$3.34M +$172K +800 +6%
ACM
2717
Advent Capital Management
New York
$3.34M +$645K +3,000 +25%
CCM
2718
Copeland Capital Management
Pennsylvania
$3.33M -$150K -699 -4%
BIA
2719
Bigelow Investment Advisors
Maine
$3.33M -$59.1K -275 -2%
PWA
2720
Physician Wealth Advisors
Utah
$3.33M +$108K +500 +4%
IIA
2721
ICW Investment Advisors
Arizona
$3.32M -$28.4K -132 -0.9%
BFA
2722
Brendel Financial Advisors
New Hampshire
$3.32M +$645 +3 +0%
RZH
2723
Relyea Zuckerberg Hanson
Connecticut
$3.29M +$31.2K +145 +1%
BWM
2724
BT Wealth Management
Georgia
$3.29M -$30.3K -141 -0.9%
AWA
2725
Acorn Wealth Advisors
Michigan
$3.29M -$28.2K -131 -0.9%
107 108
109
110 111