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Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
1476
Stableford Capital II
Arizona
$738K +$1.79K +11 +0.2%
ARMT
1477
Amica Retiree Medical Trust
Rhode Island
$735K -$363K -2,226 -31%
SFS
1478
Strategic Financial Services
New York
$735K -$26.1K -160 -3%
MCWS
1479
McKinley Carter Wealth Services
West Virginia
$729K +$34.6K +212 +4%
IP
1480
Investment Partners
Ohio
$728K +$109K +666 +15%
SC
1481
Shellback Capital
Massachusetts
$726K -$815K -5,000 -50%
PAS
1482
Professional Advisory Services
Florida
$726K – – –
BWA
1483
Burt Wealth Advisors
Maryland
$724K – – –
TH
1484
TCTC Holdings
Texas
$724K +$19.1K +117 +2%
NAS
1485
Nicolet Advisory Services
Wisconsin
$718K +$113K +695 +16%
TFS
1486
TrustCore Financial Services
Tennessee
$716K +$39.8K +244 +5%
LFA
1487
Legacy Financial Advisors
Kentucky
$715K +$7.34K +45 +0.9%
MIM
1488
Miller Investment Management
Pennsylvania
$710K – – –
RA
1489
RFG Advisory
Alabama
$704K -$31.1K -191 -4%
BFIM
1490
Beese Fulmer Investment Management
Ohio
$704K +$14.7K +90 +2%
LB
1491
Legacy Bridge
Iowa
$699K +$14.7K +90 +2%
OFG
1492
Oxford Financial Group
Indiana
$696K -$1.74M -10,696 -69%
HL
1493
HeadInvest LLC
Maine
$696K -$236K -1,446 -23%
SIM
1494
Sentry Investment Management
Wisconsin
$693K -$1.32M -8,113 -63%
IP
1495
Intellectus Partners
California
$693K – – –
RCM
1496
RNC Capital Management
California
$692K -$3.28M -20,147 -81%
IA
1497
IFG Advisors
Missouri
$691K +$1.96K +12 +0.3%
BIAS
1498
Beacon Investment Advisory Services
New Jersey
$690K +$10.8K +66 +1%
FA
1499
Fountainhead AM
New Jersey
$688K -$148K -906 -16%
TFS
1500
Thoroughbred Financial Services
Tennessee
$687K -$65.9K -404 -8%
58 59
60
61 62