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Name Holding Trade Value Shares
Change 		Change in
Stake
NDSI
2101
Newman Dignan & Sheerar Inc
Rhode Island
$1.03M -$24.4K -120 -2%
CIP
2102
Capital Insight Partners
Arizona
$1.02M -$387K -1,900 -25%
WIA
2103
Westbourne Investment Advisors
Maryland
$1.02M -$214K -1,050 -15%
FFA
2104
Founders Financial Alliance
North Carolina
$1.02M +$339K +1,665 +41%
CP
2105
Covenant Partners
Tennessee
$1.02M -$151K -743 -11%
HHGA
2106
Halbert Hargrove Global Advisors
California
$1.02M -$16.1K -79 -1%
WPC
2107
Wedmont Private Capital
Pennsylvania
$1.02M -$238K -1,168 -17%
CANY
2108
Caxton Associates (New York)
New York
$1.02M +$1.17M +5,731 New
SF
2109
SBK Financial
Virginia
$1.02M +$5.49K +27 +0.5%
FWM
2110
Foresight Wealth Management
Utah
$1.02M +$24.6K +121 +2%
WAG
2111
Winthrop Advisory Group
Massachusetts
$1.01M +$1.02K +5 +0.1%
SAS
2112
Stelac Advisory Services
New York
$1.01M – – –
CFCI
2113
Comprehensive Financial Consultants Institutional
Indiana
$1.01M +$41.3K +203 +4%
FMWA
2114
Forvis Mazars Wealth Advisors
Missouri
$1.01M +$38.1K +187 +3%
GIA
2115
Guyasuta Investment Advisors
Pennsylvania
$1M – – –
AFM
2116
Andesa Financial Management
Pennsylvania
$1M +$217K +1,065 +23%
KA
2117
Kozak & Associates
Colorado
$1M +$814 +4 +0.1%
TIA
2118
Tiemann Investment Advisors
California
$1M -$22.4K -110 -2%
CCA
2119
Column Capital Advisors
Indiana
$999K – – –
SAM
2120
Summit Asset Management
Tennessee
$997K -$104K -510 -8%
CWM
2121
Circle Wealth Management
New Jersey
$996K -$29.9K -147 -3%
MFC
2122
Mechanics Financial Corp
Ohio
$996K +$2.65K +13 +0.2%
HCM
2123
Hodges Capital Management
Texas
$995K -$133K -654 -10%
CCM
2124
Conway Capital Management
California
$995K – – –
IP
2125
Ignite Planners
California
$992K +$222K +1,091 +25%
83 84
85
86 87