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Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
1301
SS&H Financial Advisors
Michigan
$1.93M +$547K +37,300 +39%
UBG
1302
United Bank (Georgia)
Georgia
$1.92M +$201K +13,710 +12%
RFM
1303
Royal Fund Management
Florida
$1.92M -$146K -9,950 -7%
TYCC
1304
Texas Yale Capital Corp
Florida
$1.92M -$80.7K -5,500 -4%
CUAMC
1305
China Universal Asset Management Company
China
$1.91M +$616K +42,020 +47%
PFP
1306
Paragon Financial Partners
California
$1.91M – – –
MGIA
1307
Moneta Group Investment Advisors
Missouri
$1.91M -$354K -24,130 -20%
MAM
1308
Mystic Asset Management
Rhode Island
$1.91M +$115K +7,810 +6%
SWA
1309
SFMG Wealth Advisors
Texas
$1.9M -$610K -41,610 -24%
UH
1310
Unigestion Holding
Switzerland
$1.9M -$206K -14,040 -10%
AI
1311
AXS Investments
New York
$1.9M -$141K -9,580 -7%
ACM
1312
Argent Capital Management
Missouri
$1.9M – – –
DIA
1313
Dana Investment Advisors
Wisconsin
$1.9M +$28K +1,910 +1%
T
1314
TCWP
Ohio
$1.9M +$206K +14,060 +12%
CCWM
1315
Cassaday & Co Wealth Management
Virginia
$1.89M +$1.9M +129,500 New
CCFM
1316
Clear Creek Financial Management
Washington
$1.89M +$1.03K +70 +0.1%
CRWM
1317
Castle Rock Wealth Management
California
$1.89M -$587K -40,030 -30%
RP
1318
Rice Partnership
Hawaii
$1.88M -$262K -17,860 -12%
WP
1319
WealthPLAN Partners
Nebraska
$1.88M +$1.2M +81,690 New
RIM
1320
Redwood Investment Management
Arizona
$1.87M +$184K +12,550 +11%
HIP
1321
Harrell Investment Partners
Texas
$1.87M +$49.9K +3,400 +3%
JSC
1322
Jackson Square Capital
California
$1.86M -$163K -11,140 -8%
WANY
1323
Wealthspire Advisors (New York)
New York
$1.86M +$626K +42,670 +51%
CSPIA
1324
Cary Street Partners Investment Advisory
Virginia
$1.85M -$3.67M -250,260 -66%
SBH
1325
Segall Bryant & Hamill
Illinois
$1.85M -$813K -55,440 -30%
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