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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
926
Forte Capital
New York
$1.32M +$196K +3,830 +18%
22CM
927
20/20 Capital Management
California
$1.31M +$13.8K +270 +1%
CCT
928
Country Club Trust
Missouri
$1.3M +$70K +1,370 +6%
NFG
929
Nations Financial Group
Iowa
$1.3M -$56.2K -1,100 -4%
OCM
930
One Capital Management
California
$1.3M +$22.5K +440 +2%
IWS
931
Insight Wealth Strategies
California
$1.29M -$380K -7,440 -23%
OIS
932
Okabena Investment Services
Minnesota
$1.29M +$233K +4,560 +23%
SIS
933
Sound Income Strategies
Florida
$1.28M -$18.9K -370 -2%
SS
934
Simplicity Solutions
Minnesota
$1.28M +$196K +3,840 +19%
MRCM
935
M&R Capital Management
New Jersey
$1.27M -$58.8K -1,150 -5%
PP
936
PrairieView Partners
Minnesota
$1.27M +$12.8K +250 +1%
RFM
937
Royal Fund Management
Florida
$1.26M +$204K +4,000 +20%
MFW
938
Meristem Family Wealth
Minnesota
$1.26M +$575K +11,240 +89%
PFGIA
939
Patriot Financial Group Insurance Agency
Massachusetts
$1.26M +$88.4K +1,730 +8%
CI
940
Cavalier Investments
Georgia
$1.26M – – –
RC
941
Roundview Capital
New Jersey
$1.26M +$732K +14,320 +151%
IGM
942
Incline Global Management
New York
$1.25M -$2.8M -54,760 -70%
AF
943
Advisornet Financial
Minnesota
$1.23M +$70.5K +1,380 +6%
CCA
944
Column Capital Advisors
Indiana
$1.23M -$19.9K -390 -2%
SC
945
Savant Capital
Illinois
$1.22M +$63.9K +1,250 +6%
SP
946
Symmetry Partners
Connecticut
$1.22M – – –
GBT
947
Grove Bank & Trust
Florida
$1.22M -$13.8K -270 -1%
CPO
948
Cerity Partners OCIO
New York
$1.22M +$549K +10,740 +87%
FBC
949
Fairfield, Bush & Co
Connecticut
$1.22M – – –
SACTSONJ
950
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.22M – – –
36 37
38
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