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Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
1401
Interchange Capital Partners
Pennsylvania
$753K +$30.8K +331 +4%
NJIM
1402
Nabity-Jensen Investment Management
Nebraska
$753K +$48.8K +525 +7%
GDP
1403
Great Diamond Partners
Maine
$752K -$37.3K -401 -5%
EFSCE
1404
Enterprise Financial Services Corp (EFSC)
Missouri
$751K -$193K -2,072 -20%
DA
1405
Duality Advisers
Florida
$750K -$2.42M -26,037 -76%
BC
1406
Broadwater Capital
Massachusetts
$750K – – –
CP
1407
Capital Planning
Washington
$750K +$29K +312 +4%
WSFS
1408
Wilmington Savings Fund Society
Delaware
$748K +$761K +8,185 New
KP
1409
Keel Point
Alabama
$748K +$274K +2,947 +56%
MFG
1410
Magnus Financial Group
New York
$747K +$6.88K +74 +0.9%
OTL
1411
Oak Thistle LLC
New York
$745K -$1.25M -13,399 -62%
BLC
1412
Brown, Lisle/Cummings
Rhode Island
$745K +$23.3K +250 +3%
RWPA
1413
Richard W. Paul & Associates
Michigan
$744K +$96.2K +1,034 +15%
SPFA
1414
Summit Place Financial Advisors
New Jersey
$743K -$812K -8,731 -52%
HBT
1415
Heartland Bank & Trust
Illinois
$741K -$7.53K -81 -1%
ASI
1416
Advisory Services & Investments
Oregon
$734K +$93 +1 +0%
PFWA
1417
Paces Ferry Wealth Advisors
Georgia
$733K -$6.23K -67 -0.8%
KA
1418
Kovack Advisors
Florida
$733K +$13K +140 +2%
SSWM
1419
Sheets Smith Wealth Management
North Carolina
$731K +$1.02K +11 +0.1%
MMM
1420
Mendel Money Management
Illinois
$731K +$69.6K +748 +10%
SAM
1421
Smartleaf Asset Management
Massachusetts
$729K +$225K +2,420 +44%
WAG
1422
Winthrop Advisory Group
Massachusetts
$728K -$49.2K -529 -6%
CHJWM
1423
Carlton Hofferkamp & Jenks Wealth Management
Texas
$727K -$76.3K -820 -9%
LFA
1424
Legacy Financial Advisors
Kentucky
$723K -$8.74K -94 -1%
CFG
1425
Cooper Financial Group
California
$723K +$60.8K +654 +9%
55 56
57
58 59