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Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
3176
IAG Wealth Partners
Wisconsin
$47K -$1.03K -5 -2%
HGWM
3177
Harvest Group Wealth Management
Massachusetts
$45K – – –
HFS
3178
Heritage Financial Services
Massachusetts
$45K +$48.2K +233 New
AA
3179
AlphaMark Advisors
Kentucky
$44K -$2.07K -10 -4%
IAMOG
3180
Investors Asset Management of Georgia
Georgia
$44K +$46.5K +225 New
OA
3181
Operose Advisors
Wisconsin
$43K – – –
BCM
3182
Bourgeon Capital Management
Connecticut
$41K -$5.17K -25 -11%
RBC
3183
Roble Belko & Company
Pennsylvania
$41K – – –
HIIFS
3184
Harel Insurance Investments & Financial Services
Israel
$40K -$99.6M -482,031 -100%
MCA
3185
Maryland Capital Advisors
Maryland
$39K -$11K -53 -21%
AP
3186
Atwood & Palmer
Missouri
$39K -$8.06K -39 -16%
EIM
3187
Essex Investment Management
Massachusetts
$39K – – –
WPWM
3188
Western Pacific Wealth Management
Illinois
$39K – – –
CMA
3189
Cedar Mountain Advisors
Oregon
$37K – – –
DCM
3190
Disciplina Capital Management
Tennessee
$35.3K +$207 +1 +0.6%
EAM
3191
Eukles Asset Management
Ohio
$35K – – –
RDFA
3192
Ritter Daniher Financial Advisory
Ohio
$35K – – –
RA
3193
Rise Advisors
New York
$32K – – –
SIAP
3194
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$32K +$36.6K +177 +85%
CFG
3195
CKW Financial Group
Hawaii
$30K – – –
BBPWM
3196
Blue Bell Private Wealth Management
Pennsylvania
$29K – – –
SCA
3197
Stuart Chaussee & Associates
California
$28K – – –
AS
3198
Altshuler Shaham
Israel
$27K -$9.71K -47 -25%
SJIA
3199
St. James Investment Advisors
New York
$23K +$24.4K +118 New
CIR
3200
Clear Investment Research
Georgia
$22K – – –
126 127
128
129 130