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Name Holding Trade Value Shares
Change 		Change in
Stake
MYLI
1301
Meiji Yasuda Life Insurance
Japan
$844K – – –
HBT
1302
Heartland Bank & Trust
Illinois
$843K -$8.87K -94 -1%
SSWM
1303
Sheets Smith Wealth Management
North Carolina
$841K +$10.2K +108 +1%
ST
1304
Smithfield Trust
Pennsylvania
$838K – – –
AC
1305
AlphaCore Capital
California
$837K +$99.8K +1,057 +14%
MW
1306
Marcum Wealth
Ohio
$832K +$38.6K +409 +5%
TWM
1307
TriaGen Wealth Management
California
$832K -$4.72K -50 -0.6%
HCM
1308
Hollencrest Capital Management
California
$832K -$5.66K -60 -0.7%
KMWM
1309
Keudell/Morrison Wealth Management
Oregon
$831K -$65.6K -695 -8%
MP
1310
McDonald Partners
Ohio
$831K -$4.53K -48 -0.6%
IHL
1311
Investment House LLC
California
$828K +$5.66K +60 +0.7%
IWA
1312
Intercontinental Wealth Advisors
Texas
$827K -$6.61K -70 -0.8%
BFM
1313
Boothbay Fund Management
New York
$826K -$272K -2,885 -26%
HPC
1314
HM Payson & Co
Maine
$825K -$3.21K -34 -0.4%
SICM
1315
Sustainable Insight Capital Management
New York
$823K -$995K -10,546 -56%
PFA
1316
Pure Financial Advisors
California
$820K +$62.9K +667 +9%
TFA
1317
Triad Financial Advisors
North Carolina
$817K -$96.2K -1,019 -11%
SFS
1318
Stiles Financial Services
Minnesota
$816K -$2.64K -28 -0.3%
FCA
1319
FLC Capital Advisors
California
$815K -$1.7K -18 -0.2%
OCG
1320
Opus Capital Group
Ohio
$814K +$69.4K +735 +10%
IAS
1321
IMA Advisory Services
Colorado
$814K +$2.36K +25 +0.3%
JIC
1322
Joel Isaacson & Co
New York
$814K +$113K +1,193 +17%
CBNLCF
1323
Cognios Beta Neutral Large Cap Fund
Kansas
$813K +$773K +8,193 New
WAG
1324
Winthrop Advisory Group
Massachusetts
$808K +$74.1K +785 +11%
KC
1325
Knuff & Co
California
$807K +$30.1K +319 +4%
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