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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1626
Cynosure Group
Utah
$544K +$72.4K +674 +16%
CP
1627
Canopy Partners
Ohio
$541K +$534K +4,969 New
BWA
1628
Burt Wealth Advisors
Maryland
$541K – – –
HI
1629
Harbour Investments
Wisconsin
$541K +$53.9K +502 +11%
DLA
1630
Douglas Lane & Associates
New York
$538K -$10.7K -100 -2%
MAM
1631
MWA Asset Management
Massachusetts
$537K +$70.1K +652 +15%
TIMH
1632
Tilt Investment Management Holdings
New York
$537K -$194K -1,801 -27%
GI
1633
GAMCO Investors
Connecticut
$536K +$13.6K +127 +3%
SL
1634
Sonnipe Ltd
Isle Of Man
$536K – – –
IA
1635
Insight Advisors
Pennsylvania
$535K -$24.3K -226 -4%
CRC
1636
Curi RMB Capital
Illinois
$534K -$73.5K -684 -12%
BONH
1637
Bank of New Hampshire
New Hampshire
$533K – – –
VCM
1638
Virtue Capital Management
Tennessee
$533K -$94.7K -881 -14%
PAS
1639
Professional Advisory Services
Florida
$531K – – –
PSB
1640
Piscataqua Savings Bank
New Hampshire
$528K +$10.7K +100 +2%
CNFG
1641
Creegan & Nassoura Financial Group
New Hampshire
$527K – – –
AAS
1642
Ameritas Advisory Services
Nebraska
$526K -$162K -1,507 -24%
BC
1643
Barrett & Company
Rhode Island
$523K -$4.3K -40 -0.8%
LB
1644
Legacy Bridge
Iowa
$522K – – –
PIM
1645
Progressive Investment Management
Oregon
$521K – – –
EW
1646
Enzi Wealth
Texas
$520K +$532K +4,954 New
SDH
1647
Sloy Dahl & Holst
Washington
$519K +$75.2K +700 +17%
EBWM
1648
Eagle Bluffs Wealth Management
Missouri
$518K -$63.6K -592 -11%
OCM
1649
One Capital Management
California
$518K -$69K -642 -12%
MIM
1650
Miller Investment Management
Pennsylvania
$518K – – –
64 65
66
67 68