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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1226
Aigen Investment Management
New York
$1.61M +$1.51M +22,630 New
NFG
1227
Norris Financial Group
South Carolina
$1.6M -$368K -5,510 -20%
CIA
1228
Choate Investment Advisors
Massachusetts
$1.59M – – –
HVP
1229
Hudson Value Partners
Florida
$1.59M -$120K -1,800 -7%
LJAC
1230
L.J. Altfest & Co
New York
$1.58M -$192K -2,870 -11%
FNBT
1231
FineMark National Bank & Trust
Florida
$1.58M -$1.16M -17,360 -44%
DWP
1232
Daymark Wealth Partners
Ohio
$1.58M +$46.1K +690 +3%
KJHP
1233
K.J. Harrison & Partners
Ontario, Canada
$1.58M -$2.6M -38,850 -66%
JSW
1234
Journey Strategic Wealth
New Jersey
$1.57M +$286K +4,270 +24%
CHC
1235
City Holding Co
West Virginia
$1.57M +$1.42M +21,200 +2,141%
MCM
1236
Mainstream Capital Management
California
$1.57M +$1.48M +22,170 New
QC
1237
Quent Capital
New York
$1.57M +$115K +1,720 +8%
EFS
1238
Essex Financial Services
Connecticut
$1.56M -$1.34K -20 -0.1%
BWP
1239
Balboa Wealth Partners
Arizona
$1.56M -$247K -3,690 -14%
ACM
1240
Anfield Capital Management
California
$1.55M +$316K +4,720 +28%
WW
1241
Waterfront Wealth
Kansas
$1.54M +$74.2K +1,110 +6%
HCM
1242
Howland Capital Management
Massachusetts
$1.54M +$177K +2,640 +14%
SCP
1243
Stamos Capital Partners
California
$1.53M -$73.6K -1,100 -5%
IWA
1244
IBEX Wealth Advisors
New Jersey
$1.53M +$17.5M +262,350 +428%
1WA
1245
180 Wealth Advisors
Washington
$1.53M -$34.8K -520 -2%
SMC
1246
Smith, Moore & Co
Missouri
$1.52M +$54.2K +810 +4%
DF
1247
Donoghue Forlines
Massachusetts
$1.52M -$144K -2,160 -9%
GI
1248
GS Investments
Minnesota
$1.52M +$4.01K +60 +0.3%
KIM
1249
Kestra Investment Management
Texas
$1.52M +$1.43M +21,390 New
SWIG
1250
Strategic Wealth Investment Group
Kentucky
$1.52M -$39.5K -590 -3%
48 49
50
51 52