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Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
1001
Holderness Investments Company
North Carolina
$1.3M +$33K +420 +3%
MGIA
1002
Moneta Group Investment Advisors
Missouri
$1.3M +$2.83K +36 +0.2%
LA
1003
LexAurum Advisors
Kansas
$1.3M -$71.1K -905 -5%
NP
1004
Nilsine Partners
Colorado
$1.29M +$44.9K +571 +3%
CP
1005
Cornerstone Planning
North Carolina
$1.29M +$1.33M +16,991 New
SIMG
1006
Sonora Investment Management Group
Arizona
$1.29M -$11.9K -152 -0.9%
WANY
1007
Wealthspire Advisors (New York)
New York
$1.28M -$786 -10 -0.1%
MPPW
1008
Mitchell & Pahl Private Wealth
Oklahoma
$1.28M +$252K +3,207 +23%
MIC
1009
Means Investment Company
Maine
$1.27M -$154K -1,958 -10%
PWM
1010
Palumbo Wealth Management
New York
$1.27M -$492K -6,267 -27%
EWM
1011
Executive Wealth Management
Michigan
$1.27M -$191K -2,429 -13%
BMC
1012
Beaton Management Company
Massachusetts
$1.27M +$3.93K +50 +0.3%
FTC
1013
Farmers Trust Company
Ohio
$1.26M – – –
DBRC
1014
D.B. Root & Company
Pennsylvania
$1.26M +$52K +662 +4%
BFM
1015
Boston Financial Management
Massachusetts
$1.25M -$102K -1,298 -7%
TG
1016
TCW Group
California
$1.25M +$20.7K +264 +2%
HCA
1017
Harbor Capital Advisors
Illinois
$1.25M +$31.7K +404 +3%
WF
1018
Welch & Forbes
Massachusetts
$1.25M -$671K -8,537 -34%
CWA
1019
Cura Wealth Advisors
Illinois
$1.25M +$1.29M +16,470 New
VT
1020
Vise Technologies
New York
$1.24M +$259K +3,297 +25%
BCP
1021
Berkeley Capital Partners
Georgia
$1.24M +$73.5K +936 +6%
AAF
1022
Andra AP-fonden
Sweden
$1.23M -$1.52M -19,300 -54%
KWM
1023
Kingsview Wealth Management
Oregon
$1.22M -$5.74M -73,010 -82%
RWM
1024
RKL Wealth Management
Pennsylvania
$1.21M -$151K -1,924 -11%
PP
1025
Patron Partners
Texas
$1.21M – – –
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