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Name Holding Trade Value Shares
Change 		Change in
Stake
DPIM
1001
Duff & Phelps Investment Management
Illinois
$1.82M – – –
PGWM
1002
Parisi Gray Wealth Management
New Jersey
$1.82M +$33.8K +315 +2%
ONB
1003
Old National Bancorp
Indiana
$1.82M -$92K -857 -6%
GBT
1004
Grove Bank & Trust
Florida
$1.82M -$26.9K -251 -2%
PGCM
1005
Prescott Group Capital Management
Oklahoma
$1.81M – – –
RIM
1006
Rampart Investment Management
Connecticut
$1.8M -$5.13M -47,829 -77%
SJIM
1007
St. Johns Investment Management
Florida
$1.8M +$22.2K +207 +1%
MS
1008
Marshall & Sullivan
Washington
$1.79M -$1.5M -14,000 -49%
HFM
1009
Harvest Fund Management
China
$1.79M +$518K +4,827 +52%
SS
1010
Simplicity Solutions
Minnesota
$1.79M +$148K +1,378 +11%
UBG
1011
United Bank (Georgia)
Georgia
$1.79M +$68.9K +642 +5%
BHIA
1012
Birch Hill Investment Advisors
Massachusetts
$1.79M – – –
MIAN
1013
Mariner Independent Advisor Network
Kansas
$1.78M +$20.7K +193 +1%
HSA
1014
HBK Sorce Advisory
Pennsylvania
$1.78M -$104K -972 -6%
RWA
1015
River Wealth Advisors
Pennsylvania
$1.78M +$48.1K +448 +3%
WAP
1016
Wealthcare Advisory Partners
Pennsylvania
$1.78M -$16.2K -151 -1%
TIA
1017
Trust Investment Advisors
Indiana
$1.78M -$30.2K -281 -2%
IC
1018
Inscription Capital
Texas
$1.77M -$12.1K -113 -0.8%
GKWIM
1019
Gerber Kawasaki Wealth & Investment Management
California
$1.77M +$11.5K +107 +0.8%
MA
1020
Mutual Advisors
Nebraska
$1.77M -$50.2K -468 -3%
BS
1021
Boenning & Scattergood
Pennsylvania
$1.76M +$12.2K +114 +0.8%
MBTD
1022
Mechanics Bank - Trust Department
California
$1.76M +$126K +1,174 +9%
SIC
1023
Salem Investment Counselors
North Carolina
$1.76M -$1.61K -15 -0.1%
CWM
1024
Confluence Wealth Management
Oregon
$1.75M -$73.6K -686 -4%
LT
1025
Lindsell Train
United Kingdom
$1.75M – – –
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