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Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
1851
Summit Global Investments
Utah
$19.3M -$3.77M -8,810 -16%
HRC
1852
Hoertkorn Richard Charles
$19.3M -$580K -1,357 -3%
IBOK
1853
Independence Bank of Kentucky
Kentucky
$19.3M +$4.9M +11,453 +34%
SGA
1854
Strategic Global Advisors
California
$19.2M -$182K -425 -0.9%
SHFA
1855
SS&H Financial Advisors
Michigan
$19.2M +$1.57M +3,663 +9%
NAS
1856
Nicolet Advisory Services
Wisconsin
$19.1M +$619K +1,448 +3%
QPW
1857
Quantum Private Wealth
Florida
$19.1M +$192K +450 +1%
EWM
1858
Elevatus Welath Management
New York
$19.1M -$1.57M -3,666 -8%
CWM
1859
Cordatus Wealth Management
Pennsylvania
$19.1M +$55.6K +130 +0.3%
LCM
1860
Lattice Capital Management
Washington
$19.1M – – –
LOPW
1861
Live Oak Private Wealth
North Carolina
$19.1M -$403K -942 -2%
WFG
1862
Wills Financial Group
Virginia
$19.1M +$49.2K +115 +0.3%
PG
1863
Patten Group
Tennessee
$19M +$128K +299 +0.7%
JPMIA
1864
J.P. Marvel Investment Advisors
Massachusetts
$19M -$103K -242 -0.5%
MCWS
1865
McKinley Carter Wealth Services
West Virginia
$19M -$97.9K -229 -0.5%
APP
1866
Avantax Planning Partners
Iowa
$19M -$3.52M -8,246 -16%
SNB
1867
Security National Bank
Nebraska
$19M -$24.8K -58 -0.1%
MWM
1868
Marietta Wealth Management
Georgia
$19M +$488K +1,141 +3%
SBWIC
1869
Schaper Benz & Wise Investment Counsel
Wisconsin
$18.9M +$33.8K +79 +0.2%
GWM
1870
GDS Wealth Management
Texas
$18.8M +$916K +2,142 +5%
PWPS
1871
Pinnacle Wealth Planning Services
Ohio
$18.8M +$280K +655 +2%
CPIM
1872
Coalescence Partners Investment Management
New York
$18.8M +$1.98M +4,641 +12%
TSMHT
1873
Thurston Springer Miller Herd & Titak
Indiana
$18.7M +$987K +2,308 +6%
MKA
1874
M. Kulyk & Associates
Georgia
$18.7M +$333K +779 +2%
CA
1875
Continuum Advisory
Idaho
$18.6M +$1.49M +3,493 +9%
73 74
75
76 77