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Name Holding Trade Value Shares
Change 		Change in
Stake
LI
1551
Louisbourg Investments
New Brunswick, Canada
$341K – – –
EF
1552
Exeter Financial
Arizona
$340K +$353K +4,490 New
SAG
1553
SageView Advisory Group
California
$340K +$353K +4,488 New
SWTS
1554
Stonehaven Wealth & Tax Solutions
Wisconsin
$339K +$352K +4,479 New
SWP
1555
Strategic Wealth Partners
Ohio
$339K -$18.4K -234 -5%
AWA
1556
Aaron Wealth Advisors
Illinois
$339K +$38.6K +492 +12%
4A
1557
4Wealth Advisors
Illinois
$337K +$349K +4,447 New
ARMT
1558
Amica Retiree Medical Trust
Rhode Island
$336K -$30.2K -385 -8%
HVIA
1559
Hudson Valley Investment Advisors
New York
$336K -$130K -1,650 -27%
AWP
1560
Ascent Wealth Partners
New York
$336K +$32.6K +415 +10%
MCM
1561
Monarch Capital Management
Indiana
$335K – – –
PS
1562
Principal Securities
Iowa
$335K -$120K -1,524 -26%
KCM
1563
Kathmere Capital Management
Pennsylvania
$335K +$27.6K +351 +9%
AWAG
1564
ARS Wealth Advisors Group
Florida
$335K -$7.54K -96 -2%
SPC
1565
Spirepoint Private Client
Florida
$333K -$22.5K -286 -6%
FFP
1566
FourThought Financial Partners
Florida
$332K +$345K +4,388 New
GA
1567
Geller Advisors
New York
$332K +$123K +1,569 +56%
MIM
1568
Morningstar Investment Management
Illinois
$331K – – –
ZIG
1569
Zullo Investment Group
Pennsylvania
$331K -$72.7K -926 -17%
PFGIA
1570
Patriot Financial Group Insurance Agency
Massachusetts
$331K -$3.69K -47 -1%
YIM
1571
Yoffe Investment Management
Pennsylvania
$330K +$342K +4,360 New
AAM
1572
Aureus Asset Management
Massachusetts
$329K +$342K +4,351 New
CWP
1573
CFM Wealth Partners
Texas
$329K -$227K -2,884 -40%
WHG
1574
Westwood Holdings Group
Texas
$328K +$341K +4,340 New
SMH
1575
Sanders Morris Harris
Texas
$328K – – –
61 62
63
64 65