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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
826
AlphaSimPlex Group
Massachusetts
$1.8M +$1.66M +24,151 New
LBD
827
Landsberg Bennett & Dubbaneh
Florida
$1.79M +$93.1K +1,354 +6%
VFM
828
Viking Fund Management
North Dakota
$1.78M – – –
LCP
829
Legacy Capital Partners
Wisconsin
$1.77M +$17.2K +250 +1%
CIG
830
Consolidated Investment Group
Colorado
$1.76M – – –
HAG
831
HighPoint Advisor Group
Illinois
$1.75M -$125K -1,821 -8%
DAM
832
Doheny Asset Management
California
$1.74M -$1.51M -22,000 -48%
TCOT
833
Trust Company of Toledo
Ohio
$1.73M -$23.6K -344 -1%
RMA
834
Roffman Miller Associates
Pennsylvania
$1.71M -$8.71M -126,788 -85%
SCA
835
Stokes Capital Advisors
South Carolina
$1.71M -$644K -9,370 -29%
IBOK
836
Independence Bank of Kentucky
Kentucky
$1.71M -$103K -1,505 -6%
HPWM
837
Highland Private Wealth Management
Washington
$1.7M -$13.3K -193 -0.8%
CF
838
Copperwynd Financial
Arizona
$1.69M +$1.32M +19,278 +557%
HFA
839
HC Financial Advisors
California
$1.68M +$1.56M +22,657 New
HCMT
840
Highland Capital Management (Tennessee)
Tennessee
$1.68M -$432K -6,288 -22%
HW
841
Hedeker Wealth
Illinois
$1.67M +$168K +2,450 +11%
MOS
842
MGO One Seven
Ohio
$1.66M +$305K +4,436 +25%
IP
843
Intellectus Partners
California
$1.66M -$124K -1,799 -7%
LNC
844
Lincoln National Corp
Pennsylvania
$1.66M +$121K +1,755 +9%
CWM
845
Confluence Wealth Management
Oregon
$1.64M -$38.8K -565 -2%
IWA
846
IBEX Wealth Advisors
New Jersey
$1.63M +$551K +8,022 +57%
EIM
847
Essex Investment Management
Massachusetts
$1.63M -$67.4K -980 -4%
PC
848
Port Capital
Illinois
$1.61M -$69K -1,004 -4%
WA
849
WBH Advisory
Maryland
$1.61M -$34.3K -499 -2%
HB
850
Homrich & Berg
Georgia
$1.61M -$19.2K -279 -1%
32 33
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