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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1901
IFG Advisory
Georgia
$21.2M +$406K +934 +2%
NAMM
1902
NorthStar Asset Management (Massachusetts)
Massachusetts
$21.2M -$73.8K -170 -0.4%
PG
1903
Patten Group
Tennessee
$21.1M -$285K -656 -2%
PFS
1904
Physicians Financial Services
North Carolina
$21.1M -$353K -812 -2%
ACM
1905
Alight Capital Management
New York
$21.1M +$1.09M +2,500 +6%
SHFA
1906
SS&H Financial Advisors
Michigan
$21.1M -$626K -1,442 -3%
TCCM
1907
Timber Creek Capital Management
Massachusetts
$21.1M -$864K -1,989 -5%
MFA
1908
Mayflower Financial Advisors
Massachusetts
$21.1M -$65.1K -150 -0.4%
YLHM
1909
Yelin Lapidot Holdings Management
Israel
$21M +$5.21K +12 +0%
HL
1910
HeadInvest LLC
Maine
$21M -$3.49M -8,035 -16%
AFCM
1911
Alta Fox Capital Management
Texas
$21M – – –
LSPW
1912
Lake Street Private Wealth
Illinois
$21M +$231K +533 +1%
WA
1913
Wealth Alliance
New York
$21M -$68.2K -157 -0.4%
APP
1914
Avantax Planning Partners
Iowa
$21M +$601K +1,383 +3%
FHWM
1915
Fox Hill Wealth Management
Massachusetts
$21M +$102K +234 +0.6%
WA
1916
WBH Advisory
Maryland
$21M -$7.4M -17,048 -29%
TNBTD
1917
Trustmark National Bank Trust Department
Mississippi
$21M +$581K +1,337 +3%
QPW
1918
Quantum Private Wealth
Florida
$21M -$749K -1,724 -4%
LOPW
1919
Live Oak Private Wealth
North Carolina
$20.9M +$403K +929 +2%
WIM
1920
WealthPlan Investment Management
Nebraska
$20.9M +$6.39M +14,719 +54%
BAM
1921
Boyar Asset Management
New York
$20.9M -$221K -508 -1%
AA
1922
Advisory Alpha
Michigan
$20.9M +$1.09M +2,514 +6%
AAP
1923
Ardsley Advisory Partners
Connecticut
$20.9M +$13.2M +30,300 +259%
VIS
1924
Vega Investment Solutions
France
$20.9M -$10.3M -23,635 -36%
AWE
1925
Avidian Wealth Enterprises
Texas
$20.9M +$1.38M +3,173 +8%
75 76
77
78 79