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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1201
Cordatus Wealth Management
Pennsylvania
$2.83M +$3.08M +10,863 New
VIA
1202
Vickerman Investment Advisors
Washington
$2.81M +$3.06M +10,788 New
CW
1203
CreativeOne Wealth
Kansas
$2.8M +$142K +500 +5%
KJWM
1204
Kiley Juergens Wealth Management
Washington
$2.79M -$567 -2 -0%
NIG
1205
NFJ Investment Group
Texas
$2.78M -$225K -794 -7%
SCM
1206
Sirios Capital Management
Massachusetts
$2.77M -$9.12M -32,156 -75%
IB
1207
Intrust Bank
Kansas
$2.76M -$58.4K -206 -2%
SFP
1208
Shepherd Financial Partners
Massachusetts
$2.76M +$21.8K +77 +0.7%
NSB
1209
Norway Savings Bank
Maine
$2.76M +$2.55K +9 +0.1%
ACM
1210
AlphaCrest Capital Management
New York
$2.75M +$433K +1,525 +17%
DSAM
1211
Dock Street Asset Management
Florida
$2.75M +$34.6K +122 +1%
SBH
1212
Segall Bryant & Hamill
Illinois
$2.75M +$260K +916 +10%
IC
1213
Intersect Capital
California
$2.73M +$44.8K +158 +2%
LBC
1214
Lawrence B. Cohen
$2.73M -$61.3K -216 -2%
JIC
1215
Johnson Investment Counsel
Ohio
$2.71M +$44.8K +158 +2%
NED
1216
Nancy E. Dempze
$2.71M -$55.9K -197 -2%
BCA
1217
Berman Capital Advisors
Georgia
$2.7M +$1.07M +3,758 +57%
HI
1218
Horizon Investments
North Carolina
$2.7M +$230K +810 +8%
RDWM
1219
Red Door Wealth Management
Tennessee
$2.7M +$259K +913 +10%
PFT
1220
Providence First Trust
Arizona
$2.7M – – –
HFM
1221
Harvest Fund Management
China
$2.69M -$529K -1,865 -15%
SP
1222
Symmetry Partners
Connecticut
$2.69M -$783K -2,760 -21%
FFN
1223
Focus Financial Network
Minnesota
$2.67M +$102K +359 +4%
BFO
1224
Boston Family Office
Massachusetts
$2.67M – – –
CCP
1225
Cunning Capital Partners
North Carolina
$2.67M – – –
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