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Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
1301
Baker Tilly Wealth Management
Wisconsin
$6.46M -$909K -3,689 -13%
LC
1302
Legacy CG
Texas
$6.43M +$1.04M +4,234 +21%
ACA
1303
Atlas Capital Advisors
Wyoming
$6.42M +$29.8K +121 +0.5%
SC
1304
Scholtz & Company
Connecticut
$6.41M +$2.18M +8,864 +56%
GS
1305
GTS Securities
Florida
$6.39M +$5.79M +23,502 +2,253%
SC
1306
Searle & Co
Connecticut
$6.38M – – –
GAAM
1307
Guinness Atkinson Asset Management
California
$6.38M -$131K -533 -2%
LG
1308
Leuthold Group
Minnesota
$6.38M -$6.9K -28 -0.1%
HPIA
1309
Hamilton Point Investment Advisors
North Carolina
$6.37M +$5.76M +23,353 +2,094%
SCM
1310
Sitrin Capital Management
California
$6.36M -$98.8K -401 -2%
MIC
1311
Means Investment Company
Maine
$6.36M -$158K -643 -3%
WA
1312
WP Advisors
California
$6.35M +$52K +211 +0.9%
FM
1313
Family Management
New York
$6.34M +$71.2K +289 +1%
WG
1314
Welch Group
Alabama
$6.34M +$70K +284 +1%
HW
1315
Hedeker Wealth
Illinois
$6.33M -$212K -861 -3%
VLC
1316
Van Leeuwen & Company
New Jersey
$6.33M +$27.4K +111 +0.5%
CIG
1317
Consolidated Investment Group
Colorado
$6.33M -$986K -4,000 -14%
JF
1318
Jump Financial
Illinois
$6.32M +$5.71M +23,154 +2,062%
LOPW
1319
Live Oak Private Wealth
North Carolina
$6.32M +$124K +503 +2%
HSA
1320
HBK Sorce Advisory
Pennsylvania
$6.3M -$385K -1,562 -6%
SIA
1321
Schechter Investment Advisors
Michigan
$6.3M -$227K -923 -4%
UF
1322
Univest Financial
Pennsylvania
$6.27M -$89.5K -363 -1%
MWM
1323
Meridian Wealth Management
Kentucky
$6.27M +$336K +1,363 +6%
MWA
1324
Meridian Wealth Advisors
Texas
$6.24M +$164K +664 +3%
PA
1325
PFG Advisors
Arizona
$6.23M +$72.2K +293 +1%
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