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Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
1326
Edge Capital Group
Georgia
$648K +$146K +2,290 +27%
IHL
1327
Investment House LLC
California
$647K – – –
WWM
1328
WJ Wealth Management
Arizona
$647K +$128K +2,000 +23%
CRC
1329
Curi RMB Capital
Illinois
$646K -$1.28K -20 -0.2%
DIA
1330
Dana Investment Advisors
Wisconsin
$645K – – –
TIA
1331
Tiemann Investment Advisors
California
$645K +$1.92K +30 +0.3%
PI
1332
PFS Investments
Georgia
$642K +$335K +5,250 +97%
TWM
1333
Trevian Wealth Management
Massachusetts
$638K +$677K +10,600 New
GLA
1334
Good Life Advisors
Pennsylvania
$635K -$8.95K -140 -1%
SFG
1335
SNS Financial Group
Minnesota
$631K +$3.19K +50 +0.5%
DU
1336
Delphia (USA)
Ontario, Canada
$631K +$670K +10,480 New
PAMP
1337
Polar Asset Management Partners
Ontario, Canada
$629K +$667K +10,440 New
QC
1338
Quent Capital
New York
$629K +$667K +10,440 New
MIP
1339
Marietta Investment Partners
Wisconsin
$628K – – –
NB
1340
Northwest Bancshares
Pennsylvania
$627K -$76K -1,190 -10%
CWA
1341
Clarity Wealth Advisors
California
$627K -$24.9K -390 -4%
CIA
1342
Capital Impact Advisors
Massachusetts
$627K +$665K +10,410 New
ACS
1343
Archford Capital Strategies
Illinois
$625K +$3.83K +60 +0.6%
CAGAS
1344
Capital Advisory Group Advisory Services
Minnesota
$623K +$42.2K +660 +7%
PIMG
1345
Patriot Investment Management Group
Tennessee
$622K +$92.6K +1,450 +16%
CBFP
1346
Cedar Brook Financial Partners
Ohio
$622K +$151K +2,360 +30%
BCP
1347
Blue Chip Partners
Michigan
$619K +$185K +2,890 +39%
ATC
1348
Adirondack Trust Company
New York
$617K – – –
IAMOG
1349
Investors Asset Management of Georgia
Georgia
$617K – – –
JFGIW
1350
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$615K +$86.9K +1,360 +15%
52 53
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55 56