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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1276
RFG Advisory
Alabama
$575K +$164K +1,887 +46%
LMKC
1277
L.M. Kohn & Company
Ohio
$574K -$64.2K -740 -8%
BFG
1278
Berger Financial Group
Minnesota
$572K -$128K -1,474 -15%
TMWM
1279
Taylor & Morgan Wealth Management
Michigan
$570K +$8.33K +96 +1%
BTI
1280
Blue Trust Inc
Georgia
$570K +$428K +4,933 New
SXL
1281
Summit X LLC
Missouri
$569K +$13.9K +160 +2%
KLC
1282
Knowledge Leaders Capital
Colorado
$569K +$707K +8,149 New
RMC
1283
Resources Management Corp
Connecticut
$568K -$251K -2,889 -26%
LA
1284
Lindenwold Advisors
Pennsylvania
$568K +$8.24K +95 +1%
CWM
1285
Congress Wealth Management
Massachusetts
$565K -$4.79M -55,194 -87%
BBNA
1286
Bremer Bank National Association
Minnesota
$565K – – –
CCG
1287
Coastwise Capital Group
California
$565K +$78.1K +900 +13%
LPT
1288
Legacy Private Trust
Wisconsin
$562K -$303K -3,490 -30%
STA
1289
Summit Trail Advisors
New York
$561K +$102K +1,172 +17%
SIC
1290
Schwartz Investment Counsel
Michigan
$559K +$174K +2,000 +33%
JIC
1291
Joel Isaacson & Co
New York
$558K +$432K +4,979 +165%
GAM
1292
Grandview Asset Management
Pennsylvania
$557K -$37.7K -434 -5%
MFA
1293
Mayflower Financial Advisors
Massachusetts
$557K -$30.8K -355 -4%
CT
1294
Coastline Trust
Rhode Island
$556K -$76.9K -886 -10%
FB
1295
Fulton Bank
Pennsylvania
$556K -$32.4K -373 -4%
EWM
1296
Elite Wealth Management
Washington
$556K -$2.34K -27 -0.3%
SGA
1297
Sustainable Growth Advisers
Connecticut
$554K -$320M -3,692,137 -100%
ACM
1298
AUA Capital Management
Pennsylvania
$553K – – –
ATIA
1299
American Trust Investment Advisors
New Hampshire
$552K +$85K +980 +14%
SIM
1300
Sentry Investment Management
Wisconsin
$541K -$131K -1,509 -16%
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