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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1101
Soltis Investment Advisors
Utah
$1.21M +$67.7K +849 +6%
FAB
1102
First American Bank
Illinois
$1.21M -$7.9K -99 -0.7%
CFG
1103
Citizens Financial Group
Rhode Island
$1.2M -$1.11M -13,953 -50%
APP
1104
Avantax Planning Partners
Iowa
$1.2M -$24.7K -310 -2%
CA
1105
Callahan Advisors
Texas
$1.2M +$871K +10,916 +355%
RFA
1106
Reilly Financial Advisors
California
$1.2M -$59.3K -743 -5%
DPIM
1107
Duff & Phelps Investment Management
Illinois
$1.19M – – –
NERM
1108
New England Research & Management
Illinois
$1.19M -$3.99K -50 -0.4%
IWM
1109
IHT Wealth Management
Illinois
$1.19M +$107K +1,338 +11%
FB
1110
Fulton Bank
Pennsylvania
$1.19M +$136K +1,700 +14%
MOS
1111
MGO One Seven
Ohio
$1.19M -$35.3K -442 -3%
TPA
1112
Trivium Point Advisory
Connecticut
$1.19M +$1.1M +13,815 New
AAM
1113
Auxier Asset Management
Oregon
$1.19M -$7.98K -100 -0.7%
VR
1114
Viridian RIA
Washington
$1.19M -$2.39K -30 -0.2%
VCA
1115
Verdence Capital Advisors
Maryland
$1.19M +$92.4K +1,159 +9%
MCCP
1116
Mission Creek Capital Partners
California
$1.18M +$27.9K +350 +3%
LC
1117
LCNB Corp
Ohio
$1.18M -$45.9K -576 -4%
TCWM
1118
Total Clarity Wealth Management
Illinois
$1.17M +$10.4K +130 +1%
GGHC
1119
Gilder Gagnon Howe & Co
New York
$1.17M +$147K +1,837 +16%
MAM
1120
Meeder Asset Management
Ohio
$1.17M +$210K +2,635 +24%
KMWM
1121
Keudell/Morrison Wealth Management
Oregon
$1.17M -$38.3K -480 -3%
TCA
1122
Transcend Capital Advisors
New Jersey
$1.17M +$1.08M +13,600 New
RC
1123
RegentAtlantic Capital
New Jersey
$1.17M -$2.31K -29 -0.2%
CH
1124
Canton Hathaway
Rhode Island
$1.17M -$79.8K -1,000 -7%
AF
1125
Aldebaran Financial
$1.16M -$73.6K -923 -6%
43 44
45
46 47