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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1051
Spring Capital Management
Texas
$1.17M -$412K -20,684 -27%
BFA
1052
Bragg Financial Advisors
North Carolina
$1.17M -$7.8K -391 -0.7%
BIC
1053
Beach Investment Counsel
Pennsylvania
$1.16M -$294K -14,747 -21%
ISWM
1054
Independent Solutions Wealth Management
New York
$1.16M +$755K +37,862 +217%
CCM
1055
Chilton Capital Management
Texas
$1.16M -$630K -31,616 -36%
DJSG
1056
D.J. St. Germain
Massachusetts
$1.16M -$406K -20,368 -27%
SP
1057
Symmetry Partners
Connecticut
$1.15M -$304K -15,269 -22%
PTC
1058
Private Trust Company
Ohio
$1.15M -$145K -7,269 -12%
HCA
1059
Horan Capital Advisors
Ohio
$1.15M -$237K -11,903 -18%
MIM
1060
Marco Investment Management
Georgia
$1.15M -$336K -16,873 -24%
EL
1061
Essex LLC
Illinois
$1.15M -$71.9K -3,608 -6%
RCAG
1062
Rehmann Capital Advisory Group
Michigan
$1.15M -$55.9K -2,803 -5%
DWT
1063
Dorsey & Whitney Trust
South Dakota
$1.15M -$128K -6,430 -11%
UA
1064
Unison Advisors
District of Columbia
$1.14M -$323K -16,185 -23%
JAM
1065
Jupiter Asset Management
United Kingdom
$1.14M +$745K +37,375 +218%
JIC
1066
Joel Isaacson & Co
New York
$1.14M -$275K -13,807 -20%
SWMP
1067
Signature Wealth Management Partners
New Jersey
$1.14M -$409K -20,486 -27%
TTWM
1068
TCV Trust & Wealth Management
Virginia
$1.14M -$428K -21,441 -28%
FPAS
1069
Focus Partners Advisor Solutions
Missouri
$1.14M +$141K +7,058 +15%
AWA
1070
Arete Wealth Advisors
Illinois
$1.13M -$165K -8,258 -13%
PSP
1071
Principal Street Partners
Tennessee
$1.13M -$121K -6,088 -10%
SDAM
1072
Shulman DeMeo Asset Management
New York
$1.13M -$460K -23,088 -30%
HCM
1073
Highlander Capital Management
New Jersey
$1.13M -$525K -26,320 -33%
PWLP
1074
Prio Wealth Limited Partnership
Massachusetts
$1.12M -$317K -15,913 -23%
UCIG
1075
Ulrich Consultants & Investment Group
New Mexico
$1.12M +$1.06M +53,239 New
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