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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
3051
Merrion Investment Management
New Jersey
$2.52M – – –
LWM
3052
Loveless Wealth Management
Montana
$2.52M +$53.4K +210 +2%
SCM
3053
Sterneck Capital Management
Missouri
$2.52M -$336K -1,320 -13%
AWA
3054
AmeriServ Wealth Advisors
Pennsylvania
$2.5M -$18K -71 -0.8%
SFG
3055
Sowa Financial Group
Rhode Island
$2.5M -$50.8K -200 -2%
PTC
3056
Provident Trust Company
Wisconsin
$2.49M -$635K -2,500 -21%
RWI
3057
Red Wave Investments
Pennsylvania
$2.49M +$22.6K +89 +1%
ITIM
3058
Indiana Trust & Investment Management
Indiana
$2.49M +$80.1K +315 +3%
SDH
3059
Sloy Dahl & Holst
Washington
$2.48M -$220K -866 -9%
AAM
3060
Autus Asset Management
Arizona
$2.48M -$49.3K -194 -2%
GWI
3061
Grace & White Inc
New York
$2.48M – – –
HFG
3062
Heron Financial Group
New York
$2.48M -$103K -404 -4%
BCA
3063
Bernzott Capital Advisors
California
$2.47M -$353K -1,390 -13%
MFW
3064
Mosaic Family Wealth
Missouri
$2.47M -$60.2K -237 -3%
HP
3065
HT Partners
Connecticut
$2.46M -$15.3K -60 -0.7%
SWMP
3066
Signature Wealth Management Partners
New Jersey
$2.46M – – –
RWG
3067
Regal Wealth Group
California
$2.45M -$230K -905 -9%
AP
3068
Adero Partners
California
$2.45M +$71.7K +282 +3%
SAF
3069
Smith Anglin Financial
Texas
$2.44M +$48.3K +190 +2%
KW
3070
KWB Wealth
California
$2.43M – – –
LC
3071
Landaas & Company
Wisconsin
$2.43M – – –
AA
3072
Advisory Alpha
Michigan
$2.42M -$254 -1 -0%
OLA
3073
Oliver Luxxe Assets
New Jersey
$2.42M -$11.4K -45 -0.5%
OBGC
3074
O'Brien Greene & Co
Pennsylvania
$2.42M +$285K +1,122 +14%
HKAM
3075
Horizon Kinetics Asset Management
New York
$2.41M -$102K -400 -4%
121 122
123
124 125