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Name Holding Trade Value Shares
Change 		Change in
Stake
RP
1001
Rowlandmiller & Partners
Georgia
$1.71M +$156K +1,652 +10%
QCG
1002
Quadrant Capital Group
Ohio
$1.71M -$8.21K -87 -0.5%
PCG
1003
Private Capital Group
Connecticut
$1.71M -$21.6K -229 -1%
CCB
1004
Country Club Bank
Missouri
$1.71M +$1.77M +18,783 New
APP
1005
Avantax Planning Partners
Iowa
$1.7M +$49.8K +528 +3%
VI
1006
Vestcor Inc
New Brunswick, Canada
$1.69M -$3.85M -40,784 -69%
AFA
1007
Abacus FCF Advisors
Florida
$1.69M +$46K +487 +3%
MGP
1008
Metis Global Partners
California
$1.69M +$781K +8,271 +81%
AWE
1009
Avidian Wealth Enterprises
Texas
$1.69M +$251K +2,663 +17%
IRF
1010
IBM Retirement Fund
New York
$1.67M -$118K -1,248 -6%
CWM
1011
Cordatus Wealth Management
Pennsylvania
$1.66M +$14.3K +151 +0.8%
FI
1012
Financial Insights
Washington
$1.66M -$41.5K -440 -2%
GIP
1013
Granite Investment Partners
California
$1.65M -$11.2M -119,135 -87%
TCA
1014
Transcend Capital Advisors
New Jersey
$1.64M +$118K +1,254 +7%
BCM
1015
Breiter Capital Management
Florida
$1.64M +$129K +1,368 +8%
IWA
1016
IVC Wealth Advisors
Pennsylvania
$1.63M -$53.7K -569 -3%
CFM
1017
Capricorn Fund Managers
United Kingdom
$1.62M +$920K +9,746 +120%
RCA
1018
Resonant Capital Advisors
Wisconsin
$1.62M +$89.5K +948 +6%
LFP
1019
Leeward Financial Partners
Washington
$1.62M +$467K +4,953 +39%
MAM
1020
Meeder Asset Management
Ohio
$1.6M +$1.66M +17,634 New
SA
1021
Strategic Advisors
New York
$1.6M -$293K -3,109 -15%
DBRC
1022
D.B. Root & Company
Pennsylvania
$1.59M +$440K +4,659 +36%
LFM
1023
LGT Fund Management
Liechtenstein
$1.59M +$1.4M +14,860 +594%
VCP
1024
Verus Capital Partners
Arizona
$1.58M +$1.89M +20,054 New
EIM
1025
Essex Investment Management
Massachusetts
$1.57M -$56.1K -595 -3%
39 40
41
42 43