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Name Holding Trade Value Shares
Change 		Change in
Stake
ER
776
Enlightenment Research
Florida
$1.15M +$1.09M +49,000 New
WIM
777
WealthPlan Investment Management
Nebraska
$1.15M +$829K +37,320 New
JIC
778
Joel Isaacson & Co
New York
$1.15M +$97.7K +4,400 +10%
SCM
779
SOL Capital Management
Maryland
$1.14M +$437K +19,680 +68%
CFG
780
Citizens Financial Group
Rhode Island
$1.14M -$3.88M -174,850 -78%
CI
781
Conning Inc
Connecticut
$1.14M +$142K +6,390 +15%
GAG
782
GM Advisory Group
New York
$1.14M +$499K +22,460 +87%
BCM
783
Bridgeway Capital Management
Texas
$1.13M -$1.6M -72,000 -60%
WI
784
WrapManager Inc
California
$1.13M +$193K +8,710 +22%
AWM
785
Avior Wealth Management
Nebraska
$1.13M +$292K +13,140 +38%
DGAM
786
Desjardins Global Asset Management
Quebec, Canada
$1.13M – – –
PGFC
787
Peapack-Gladstone Financial Corp
New Jersey
$1.13M +$434K +19,540 +69%
DPIM
788
Duff & Phelps Investment Management
Illinois
$1.12M – – –
GFP
789
Gryphon Financial Partners
Ohio
$1.11M +$112K +5,050 +12%
PFG
790
Peterson Financial Group
Iowa
$1.11M +$204K +9,170 +24%
WWA
791
WCG Wealth Advisors
Nevada
$1.11M -$10.2K -460 -1%
DT
792
Diversified Trust
Tennessee
$1.09M -$531K -23,920 -34%
EWM
793
Evercore Wealth Management
New York
$1.09M +$72.2K +3,250 +8%
APP
794
Avantax Planning Partners
Iowa
$1.09M -$237K -10,690 -19%
CWP
795
CFM Wealth Partners
Texas
$1.09M -$114K -5,150 -10%
BJL
796
Brighton Jones LLC
Washington
$1.08M +$98.8K +4,450 +11%
WT
797
Whittier Trust
California
$1.08M +$56.6K +2,550 +6%
HI
798
Harbour Investments
Wisconsin
$1.08M – – –
GWM
799
Geneos Wealth Management
Colorado
$1.08M -$117K -5,260 -10%
TIM
800
Thompson Investment Management
Wisconsin
$1.08M – – –
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