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Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1351
Nicolet Bankshares
Wisconsin
$1.02M -$19.9K -150 -2%
FPCP
1352
Fort Point Capital Partners
California
$1.02M +$155K +1,170 +19%
FRA
1353
Front Row Advisors
California
$1.01M – – –
BOS
1354
Bank of Stockton
California
$1.01M +$49.7K +375 +6%
OAM
1355
Occidental Asset Management
California
$1.01M +$85.2K +643 +10%
GSWM
1356
Golden State Wealth Management
California
$1.01M +$23.7K +179 +3%
MW
1357
Marcum Wealth
Ohio
$997K +$430K +3,243 +85%
GCM
1358
Gables Capital Management
Florida
$996K – – –
WFC
1359
Western Financial Corp
California
$992K +$929K +7,014 New
NG
1360
NWK Group
California
$991K +$5.43K +41 +0.6%
VA
1361
Valmark Advisers
Ohio
$991K +$642K +4,842 +224%
IB
1362
Intrust Bank
Kansas
$988K +$131K +991 +17%
HBT
1363
Heartland Bank & Trust
Illinois
$986K +$923K +6,967 New
DC
1364
DeDora Capital
California
$985K +$214K +1,614 +30%
CCMG
1365
Clark Capital Management Group
Pennsylvania
$982K +$108K +818 +13%
AFG
1366
Albion Financial Group
Utah
$981K -$4.37K -33 -0.5%
SAM
1367
Security Asset Management
New York
$980K -$13.2K -100 -1%
HCM
1368
Howland Capital Management
Massachusetts
$979K +$12.5K +94 +1%
CPO
1369
Cerity Partners OCIO
New York
$979K +$15.2K +115 +2%
OPTFSNA
1370
Old Point Trust & Financial Services N A
Virginia
$973K -$109K -825 -11%
FMWA
1371
Forvis Mazars Wealth Advisors
Missouri
$973K +$5.96K +45 +0.7%
CWM
1372
Circle Wealth Management
New Jersey
$972K +$189K +1,429 +26%
KWM
1373
Keebeck Wealth Management
Illinois
$969K +$77K +581 +9%
TCWA
1374
Ten Capital Wealth Advisors
Washington
$966K +$92.9K +701 +11%
ESB
1375
Essex Savings Bank
Connecticut
$960K – – –
53 54
55
56 57