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Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
1801
RDA Financial Network
Iowa
$1.9M +$220K +1,074 +14%
PIG
1802
Pantheon Investment Group
California
$1.9M -$36.4K -178 -2%
CWM
1803
Circle Wealth Management
New Jersey
$1.9M +$524K +2,560 +42%
WA
1804
WBH Advisory
Maryland
$1.9M – – –
GI
1805
Glovista Investments
New Jersey
$1.89M -$123K -600 -6%
ROC
1806
Running Oak Capital
Minnesota
$1.89M -$13.3K -65 -0.7%
PP
1807
Pacifica Partners
Canada
$1.89M +$29.3K +143 +2%
MSWM
1808
Mader & Shannon Wealth Management
Missouri
$1.89M +$1.77M +8,630 New
ITIM
1809
Indiana Trust & Investment Management
Indiana
$1.89M +$115K +560 +7%
BLAM
1810
Bourne Lent Asset Management
New York
$1.87M +$40.9K +200 +2%
CIP
1811
Capital Insight Partners
Arizona
$1.87M -$72K -352 -4%
KWA
1812
KCS Wealth Advisory
California
$1.86M +$26.6K +130 +2%
FNT
1813
First Nebraska Trust
Nebraska
$1.86M +$10.2K +50 +0.6%
AP
1814
Altarock Partners
Florida
$1.86M -$409 -2 -0%
PBT
1815
Pictet Bank & Trust
Bahamas
$1.84M +$374K +1,830 +28%
HEIP
1816
Hudson Edge Investment Partners
New Jersey
$1.84M -$77.8K -380 -4%
SVWAG
1817
Sound View Wealth Advisors Group
Georgia
$1.84M +$102K +497 +6%
GC
1818
Grace Capital
Massachusetts
$1.84M +$195K +955 +13%
BCA
1819
Berman Capital Advisors
Georgia
$1.84M +$745K +3,640 +76%
SWM
1820
Sugarloaf Wealth Management
Georgia
$1.84M -$14.7K -72 -0.9%
OC
1821
Oakworth Capital
Alabama
$1.83M +$4.91K +24 +0.3%
MAM
1822
Meeder Asset Management
Ohio
$1.83M -$5.92M -28,937 -78%
SW
1823
SteelPeak Wealth
California
$1.82M +$177K +867 +12%
BCM
1824
Brasada Capital Management
Texas
$1.82M +$235K +1,146 +16%
OFS
1825
Orrstown Financial Services
Pennsylvania
$1.82M -$152K -742 -8%
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