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Name Holding Trade Value Shares
Change 		Change in
Stake
LAI
1051
Legal Advantage Investments
California
$2.43M – – –
ATC
1052
Argent Trust Co
Tennessee
$2.42M +$284K +4,240 +14%
AWA
1053
Arkadios Wealth Advisors
Georgia
$2.42M +$318K +4,750 +16%
JPWM
1054
Jamison Private Wealth Management
Georgia
$2.4M +$45.5K +680 +2%
IRAG
1055
Investment Research & Advisory Group
Georgia
$2.39M +$2.25M +33,710 New
EHWM
1056
Eads & Heald Wealth Management
Georgia
$2.38M +$36.8K +550 +2%
MHC
1057
Meyer Handelman Company
New York
$2.38M – – –
WAM
1058
Werlinich Asset Management
Connecticut
$2.38M – – –
VWM
1059
Vivid Wealth Management
Iowa
$2.37M +$181K +2,710 +9%
HIP
1060
HUB Investment Partners
Texas
$2.37M -$172K -2,570 -7%
NF
1061
Nvest Financial
New Hampshire
$2.34M +$108K +1,610 +5%
ACM
1062
Aster Capital Management
United Arab Emirates
$2.34M +$2.21M +32,980 New
MFGM
1063
Marshall Financial Group (Maryland)
Maryland
$2.33M +$249K +3,720 +13%
DWM
1064
Dynasty Wealth Management
Florida
$2.33M -$777K -11,620 -26%
FA
1065
Fagan Associates
New York
$2.32M +$43.5K +650 +2%
LOIP
1066
Live Oak Investment Partners
Texas
$2.32M – – –
NAM
1067
NorthCrest Asset Manangement
Minnesota
$2.32M +$112K +1,670 +5%
BSAM
1068
Blue Square Asset Management
New York
$2.32M +$60.2K +900 +3%
MYIA
1069
Mount Yale Investment Advisors
Colorado
$2.31M -$738K -11,040 -25%
IB
1070
Intrust Bank
Kansas
$2.3M -$6.69K -100 -0.3%
IIA
1071
IPG Investment Advisors
California
$2.29M -$732K -10,950 -25%
WIS
1072
Wright Investors Service
Connecticut
$2.29M -$487K -7,280 -18%
BTWM
1073
Baker Tilly Wealth Management
Wisconsin
$2.28M -$36.8K -550 -2%
IP
1074
Intellectus Partners
California
$2.28M -$13.4K -200 -0.6%
AWMT
1075
AAFMAA Wealth Management & Trust
North Carolina
$2.28M +$340K +5,090 +19%
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