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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1126
Landscape Capital Management
New Jersey
$2.41M +$2.31M +9,700 New
SW
1127
SlateStone Wealth
Florida
$2.41M +$777K +3,269 +51%
AWP
1128
Ascent Wealth Partners
New York
$2.41M +$1.17M +4,928 +104%
AIS
1129
AM Investment Strategies
Tennessee
$2.41M +$4.99K +21 +0.2%
SCP
1130
Sivia Capital Partners
California
$2.4M +$2.3M +9,665 New
TFM
1131
TFC Financial Management
Massachusetts
$2.4M +$69.4K +292 +3%
TF
1132
TLWM Financial
Texas
$2.4M +$40.2K +169 +2%
SF
1133
Safeguard Financial
Wisconsin
$2.39M +$1.85M +7,802 +430%
ZIG
1134
Zullo Investment Group
Pennsylvania
$2.39M +$86K +362 +4%
AC
1135
Allstate Corporation
Illinois
$2.38M -$90.5K -381 -4%
B
1136
Bailard
California
$2.37M +$628K +2,643 +38%
NCM
1137
Next Capital Management
New York
$2.34M -$224K -941 -9%
CWS
1138
Confluence Wealth Services
Pennsylvania
$2.34M +$79.4K +334 +4%
CF
1139
Convergence Financial
Missouri
$2.34M -$701K -2,951 -24%
IWA
1140
IBEX Wealth Advisors
New Jersey
$2.33M +$45.2K +190 +2%
TWM
1141
Triton Wealth Management
Arizona
$2.33M +$176K +739 +8%
ZF
1142
Zega Financial
Florida
$2.33M +$2.23M +9,372 New
LAM
1143
Lynch Asset Management
Pennsylvania
$2.32M – – –
MIS
1144
Morningstar Investment Services
Illinois
$2.32M +$1.18M +4,945 +117%
SIMG
1145
Sonora Investment Management Group
Arizona
$2.32M +$13.1K +55 +0.6%
MFGM
1146
Marshall Financial Group (Maryland)
Maryland
$2.31M -$83.9K -353 -4%
XWM
1147
Xcel Wealth Management
Florida
$2.31M +$2.21M +9,293 New
BCMLT
1148
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.3M – – –
CCFM
1149
Clear Creek Financial Management
Washington
$2.3M +$8.08K +34 +0.4%
DL
1150
DOHJ LLC
Washington
$2.3M -$262K -1,101 -11%
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