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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
2976
Pinion Investment Advisors
Kansas
$2.87M +$252K +993 +10%
SIC
2977
Samalin Investment Counsel
New York
$2.87M +$44.7K +176 +2%
QWM
2978
QP Wealth Management
New Jersey
$2.87M -$130K -512 -5%
ECAM
2979
East Coast Asset Management
Massachusetts
$2.87M +$59.7K +235 +2%
MWPCG
2980
Measured Wealth Private Client Group
New Hampshire
$2.86M +$112K +439 +4%
HCP
2981
Hexagon Capital Partners
Arkansas
$2.86M -$81.6K -321 -3%
FP
2982
Fiduciary Planning
Florida
$2.85M -$1.12M -4,410 -30%
OPOWM
2983
One Plus One Wealth Management
Florida
$2.85M -$370K -1,457 -12%
CCG
2984
Cloverfields Capital Group
Minnesota
$2.85M +$561K +2,209 +27%
ACA
2985
Affinity Capital Advisors
California
$2.85M +$524K +2,062 +24%
BI
2986
Ballast Inc
Kentucky
$2.84M -$9.66K -38 -0.4%
LB
2987
Legacy Bridge
Iowa
$2.81M -$21.6K -85 -0.8%
MPW
2988
MA Private Wealth
California
$2.81M -$585K -2,303 -18%
FDS
2989
First Dallas Securities
Texas
$2.81M +$534K +2,099 +25%
NCM
2990
Nellore Capital Management
California
$2.8M – – –
CC
2991
Colrain Capital
Massachusetts
$2.8M -$140K -550 -5%
OFG
2992
Oxford Financial Group
Indiana
$2.8M -$420K -1,652 -14%
ACM
2993
Ativo Capital Management
Illinois
$2.79M -$355K -1,396 -12%
GIM
2994
Guild Investment Management
California
$2.79M +$10.7K +42 +0.4%
GPWA
2995
Great Point Wealth Advisors
Massachusetts
$2.79M -$74K -291 -3%
IF
2996
IRON Financial
Illinois
$2.79M -$14.2K -56 -0.5%
PSC
2997
Prentiss Smith & Co
Vermont
$2.78M -$254K -1,000 -9%
RB
2998
Renasant Bank
Mississippi
$2.78M -$491K -1,933 -16%
SJIM
2999
St. Johns Investment Management
Florida
$2.78M -$63.3K -249 -2%
VFP
3000
Verus Financial Partners
Virginia
$2.77M -$21.6K -85 -0.8%
118 119
120
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