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Name Holding Trade Value Shares
Change 		Change in
Stake
CQS
1801
Credential Qtrade Securities
$776K -$103K -6,440 -14%
IAP
1802
Indie Asset Partners
Indiana
$775K -$43.6K -2,720 -7%
LCM
1803
LCM Capital Management
Illinois
$774K -$267K -16,640 -30%
ONB
1804
Old National Bancorp
Indiana
$774K -$68K -4,240 -10%
TW
1805
Towerpoint Wealth
California
$772K +$8.98K +560 +1%
SRSA
1806
S.R. Schill & Associates
Washington
$771K +$47.4K +2,960 +8%
FVCM
1807
F&V Capital Management
Florida
$770K -$196K -12,200 -24%
JPG
1808
Jordan Park Group
California
$767K +$615K +38,360 New
MA
1809
MJP Associates
Connecticut
$765K +$112K +7,000 +22%
OFG
1810
Oxford Financial Group
Indiana
$764K +$185K +11,560 +43%
MSS
1811
Mitchell Sinkler & Starr
Pennsylvania
$763K – – –
RCG
1812
Rock Creek Group
District of Columbia
$761K +$193K +12,040 +46%
HWA
1813
Heritage Wealth Advisors
Virginia
$759K +$138K +8,600 +29%
BCM
1814
Birmingham Capital Management
Alabama
$757K +$10.9K +680 +2%
CWM
1815
Cahaba Wealth Management
Georgia
$756K +$1.85M +115,160 +288%
SCI
1816
Stableford Capital II
Arizona
$754K -$205K -12,760 -25%
MAM
1817
MMA Asset Management
Pennsylvania
$752K -$145K -9,040 -19%
SWK
1818
Stephen W. Kidder
$752K -$9.62K -600 -2%
BFA
1819
Benedict Financial Advisors
Georgia
$749K – – –
FA
1820
Fiducient Advisors
Illinois
$748K +$8.34K +520 +1%
WJA
1821
Willis Johnson & Associates
Texas
$742K -$31.4K -1,960 -5%
GAM
1822
Geier Asset Management
Maryland
$735K +$32.7K +2,040 +6%
MW
1823
Marcum Wealth
Ohio
$734K +$19.9K +1,240 +3%
RWA
1824
Ropes Wealth Advisors
Massachusetts
$734K +$69.2K +4,320 +13%
PO
1825
Private Ocean
California
$733K -$96.2K -6,000 -14%
71 72
73
74 75