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Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
1051
First Horizon Advisors
Tennessee
$2.11M +$123K +10,560 +7%
PGFC
1052
Peapack-Gladstone Financial Corp
New Jersey
$2.11M +$126K +10,800 +7%
OC
1053
Oarsman Capital
Wisconsin
$2.1M -$443K -38,080 -20%
ISWM
1054
Independent Solutions Wealth Management
New York
$2.08M +$65.6K +5,640 +4%
CWM
1055
Chesapeake Wealth Management
Virginia
$2.08M +$221K +19,000 +14%
PFGIA
1056
Patriot Financial Group Insurance Agency
Massachusetts
$2.06M -$278K -23,920 -14%
RIG
1057
Ramiah Investment Group
Wisconsin
$2.06M +$205K +17,640 +13%
CIA
1058
Choate Investment Advisors
Massachusetts
$2.06M -$86.1K -7,400 -5%
CA
1059
Clearstead Advisors
Ohio
$2.06M +$440K +37,840 +33%
EA
1060
Ellsworth Advisors
Ohio
$2.06M -$581K -49,960 -25%
BPA
1061
Beacon Pointe Advisors
California
$2.05M -$27.5K -2,360 -2%
SL
1062
Stevard LLC
Illinois
$2.04M +$66.6K +5,720 +4%
WCM
1063
Whitener Capital Management
North Carolina
$2.04M +$60.5K +5,200 +4%
PAM
1064
Paradigm Asset Management
New York
$2.03M – – –
MIM
1065
Marco Investment Management
Georgia
$2.03M +$1.08M +93,200 +164%
RIA
1066
Realta Investment Advisors
Delaware
$2.02M -$373K -32,040 -18%
CAN
1067
Claraphi Advisory Network
United States
$2M -$322K -27,680 -16%
IIM
1068
Intact Investment Management
Quebec, Canada
$2M -$652K -56,000 -27%
KFGK
1069
Keystone Financial Group (Kentucky)
Kentucky
$1.99M +$83.3K +7,160 +5%
FHC
1070
First Heartland Consultants
Missouri
$1.98M +$346K +29,760 +25%
PHIMC
1071
Private Harbour Investment Management & Counsel
Ohio
$1.98M -$1.11M -95,320 -39%
ZB
1072
Zions Bancorporation
Utah
$1.97M -$105K -9,040 -6%
CA
1073
Calton & Associates
Florida
$1.97M +$32.1K +2,760 +2%
HWA
1074
HCR Wealth Advisors
California
$1.96M -$50.7K -4,360 -3%
PA
1075
PFG Advisors
Arizona
$1.96M +$98.7K +8,480 +6%
41 42
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