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Name Holding Trade Value Shares
Change 		Change in
Stake
CNBT
1051
Canandaigua National Bank & Trust
New York
$1.47M +$1.47M +14,848 New
IPAM
1052
Investment Partners Asset Management
New Jersey
$1.47M +$771K +7,789 +111%
APW
1053
Acima Private Wealth
Virginia
$1.47M – – –
MHS
1054
M Holdings Securities
Oregon
$1.45M +$27.2K +275 +2%
AI
1055
AXS Investments
New York
$1.45M +$20.9K +211 +1%
CF
1056
Centaurus Financial
California
$1.45M +$441K +4,453 +44%
SF
1057
Sun Financial
Utah
$1.44M +$1.12M +11,309 New
RFN
1058
RDA Financial Network
Iowa
$1.43M +$218K +2,202 +18%
APP
1059
Avantax Planning Partners
Iowa
$1.41M +$189K +1,913 +16%
SW
1060
SkyOak Wealth
Michigan
$1.4M -$62.9K -635 -4%
SIP
1061
Stoneridge Investment Partners
Pennsylvania
$1.4M – – –
LOIM
1062
Liberty One Investment Management
Illinois
$1.4M +$1.07M +10,835 +337%
FG
1063
Formula Growth
Quebec, Canada
$1.39M +$1.39M +14,000 New
IIWM
1064
Investment Insight Wealth Management
New York
$1.38M -$1.88K -19 -0.1%
UAG
1065
United Advisor Group
Ohio
$1.38M +$488K +4,930 +55%
AWA
1066
Arete Wealth Advisors
Illinois
$1.37M +$1.37M +13,815 New
NFA
1067
Northern Financial Advisors
Michigan
$1.36M +$325K +3,280 +31%
MCC
1068
Money Concepts Capital
Florida
$1.36M +$337K +3,400 +33%
VFA
1069
Valeo Financial Advisors
Indiana
$1.36M -$95.3K -963 -7%
CCG
1070
Ceeto Capital Group
Florida
$1.36M +$99K +1,000 +8%
NG
1071
Norden Group
Utah
$1.36M -$2.4M -24,214 -64%
AWG
1072
Altus Wealth Group
Colorado
$1.36M -$31.4K -317 -2%
LWAM
1073
Legacy Wealth Asset Management
Minnesota
$1.36M +$50.2K +507 +4%
ANTB
1074
AMG National Trust Bank
Colorado
$1.35M +$1.35M +13,613 New
CIC
1075
Chilton Investment Company
Connecticut
$1.34M -$473K -4,778 -26%
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