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Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1001
Summit Financial
New Jersey
$2.14M +$226K +1,115 +12%
LP
1002
LMR Partners
United Kingdom
$2.12M -$5.45M -26,895 -73%
CA
1003
Cullinan Associates
Kentucky
$2.12M -$101K -500 -5%
CK
1004
Cohen Klingenstein
New York
$2.12M – – –
UWP
1005
Uniting Wealth Partners
Kansas
$2.12M +$2.03M +10,000 New
VAM
1006
Valliance Asset Management
Hong Kong
$2.12M +$2.03M +10,000 New
RBC
1007
Romano Brothers & Co
Illinois
$2.11M +$8.1K +40 +0.4%
MMG
1008
Monetary Management Group
Missouri
$2.1M +$309K +1,525 +18%
1M
1009
1248 Management
Missouri
$2.1M +$2.01M +9,915 New
IAS
1010
Insigneo Advisory Services
Florida
$2.09M -$453K -2,235 -18%
SFO
1011
Stenger Family Office
Illinois
$2.07M +$1.98M +9,770 New
IA
1012
IFP Advisors
Florida
$2.07M +$209K +1,030 +12%
DWG
1013
Darden Wealth Group
Michigan
$2.06M +$937K +4,625 +91%
WP
1014
WealthPLAN Partners
Nebraska
$2.05M -$209K -1,030 -10%
FTWA
1015
Fifth Third Wealth Advisors
Ohio
$2.04M +$84.1K +415 +5%
LMKC
1016
L.M. Kohn & Company
Ohio
$2.04M +$13.2K +65 +0.7%
FMB
1017
Field & Main Bank
Kentucky
$2.03M +$132K +650 +7%
CFGS
1018
Concourse Financial Group Securities
Alabama
$2.02M -$318K -1,570 -15%
TNBTD
1019
Trustmark National Bank Trust Department
Mississippi
$2.02M +$314K +1,550 +19%
WIP
1020
WealthCare Investment Partners
Rhode Island
$2.01M – – –
IIM
1021
Intact Investment Management
Quebec, Canada
$2.01M +$243K +1,200 +14%
SC
1022
Shay Capital
New York
$2.01M +$815K +4,025 +74%
P8IP
1023
Pier 88 Investment Partners
California
$2.01M +$1.92M +9,500 New
RA
1024
Rational Advisors
New York
$2.01M +$1.92M +9,500 New
WHP
1025
Washington Harbour Partners
Virginia
$2.01M +$1.92M +9,500 New
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