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Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
1601
Schneider Downs Wealth Management Advisors
Pennsylvania
$620K +$13.6K +165 +3%
BMCM
1602
Burns Matteson Capital Management
New York
$615K +$543K +6,595 New
DIM
1603
Delta Investment Management
California
$614K -$135K -1,639 -20%
AWM
1604
Avaii Wealth Management
Wisconsin
$613K -$36.7K -446 -6%
PWG
1605
Portside Wealth Group
Utah
$612K +$238K +2,887 +79%
RS
1606
R Squared
Hong Kong
$612K +$540K +6,559 New
BTI
1607
Blue Trust Inc
Georgia
$608K +$40.8K +496 +8%
SFP
1608
Shepherd Financial Partners
Massachusetts
$608K -$247 -3 -0%
MWM
1609
Modera Wealth Management
New Jersey
$608K +$58.6K +712 +12%
HWA
1610
Heartwood Wealth Advisors
Virginia
$606K -$20.3K -246 -4%
CPIG
1611
Chicago Partners Investment Group
Illinois
$604K -$3.13K -38 -0.6%
ICP
1612
Impact Capital Partners
Colorado
$599K +$5.19K +63 +1%
TC
1613
TownSquare Capital
Utah
$599K -$3.79M -46,000 -88%
TSMHT
1614
Thurston Springer Miller Herd & Titak
Indiana
$598K -$61.1K -742 -10%
BIG
1615
Brookwood Investment Group
Arizona
$595K +$222K +2,694 +73%
CIM
1616
CIM Investment Management
Pennsylvania
$594K -$2.22K -27 -0.4%
ICP
1617
Interchange Capital Partners
Pennsylvania
$591K +$95.6K +1,161 +22%
KA
1618
Kovack Advisors
Florida
$591K -$323K -3,927 -38%
TWM
1619
TCFG Wealth Management
California
$591K +$16.5K +200 +3%
SCM
1620
SCS Capital Management
Massachusetts
$589K -$7.41K -90 -1%
GI
1621
GAMCO Investors
Connecticut
$588K -$40K -486 -7%
RFG
1622
Range Financial Group
Oregon
$587K +$518K +6,288 New
ACM
1623
Advisors Capital Management
New Jersey
$587K +$38.9K +473 +8%
WWA
1624
Wisconsin Wealth Advisors
Wisconsin
$585K +$1.56K +19 +0.3%
BL
1625
Balentine LLC
Georgia
$584K +$516K +6,263 New
63 64
65
66 67