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Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
1051
Atlantic Union Bankshares
Virginia
$220K +$223K +38,000 New
SBWM
1052
Sunflower Bank Wealth Management
Arizona
$220K +$223K +38,000 New
MLFP
1053
MPS Loria Financial Planners
Illinois
$217K -$29.4K -5,000 -12%
TWM
1054
Torch Wealth Management
Ohio
$214K +$217K +37,000 New
SAM
1055
Seelaus Asset Management
New Jersey
$211K +$214K +36,360 New
CPH
1056
C Partners Holding
Switzerland
$210K -$85.3K -14,520 -29%
KA
1057
Kaizen Advisory
Illinois
$209K -$1.42M -241,160 -87%
TA
1058
Trellis Advisors
Washington
$209K +$212K +36,120 New
WSTAM
1059
Wilbanks Smith & Thomas Asset Management
Virginia
$208K +$211K +35,880 New
BFA
1060
Benedict Financial Advisors
Georgia
$208K +$211K +35,960 New
ACM
1061
Azimuth Capital Management
Michigan
$208K +$211K +36,000 New
SI
1062
Sensato Investors
California
$208K +$211K +36,000 New
SIM
1063
Sonora Investment Management
Arizona
$207K – – –
WCM
1064
Whitener Capital Management
North Carolina
$207K +$91.2K +15,520 +77%
CIP
1065
Convergence Investment Partners
Florida
$204K +$207K +35,240 New
SMC
1066
Smith, Moore & Co
Missouri
$201K +$204K +34,800 New
ST
1067
Sabal Trust
Florida
$200K +$203K +34,600 New
LJHT
1068
Laurie J. Hall Trustee
$197K – – –
EA
1069
Edge Advisors
Georgia
$193K – – –
APP
1070
Avantax Planning Partners
Iowa
$190K +$194K +32,960 New
PO
1071
Private Ocean
California
$187K +$72.6K +12,360 +62%
PCP
1072
Proficio Capital Partners
Massachusetts
$183K -$3.99K -680 -2%
NSIM
1073
North Star Investment Management
Illinois
$182K +$36.2K +6,160 +24%
PWM
1074
Perigon Wealth Management
California
$179K -$28.4K -4,840 -14%
GWS
1075
Glassman Wealth Services
Virginia
$179K +$58K +9,880 +47%
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