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Name Holding Trade Value Shares
Change 		Change in
Stake
NAMP
2101
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.04M -$135K -500 -6%
HIC
2102
Harvey Investment Company
Kentucky
$2.03M – – –
ZIG
2103
Zuckerman Investment Group
Illinois
$2.02M -$49.7K -184 -2%
QP
2104
Quartz Partners
New York
$2.02M +$1.99M +7,355 New
LWA
2105
Lineweaver Wealth Advisors
Ohio
$2.02M -$96.2K -356 -5%
FPFS
2106
First Personal Financial Services
North Carolina
$2.02M -$67.6K -250 -3%
CAM
2107
Covenant Asset Management
New Jersey
$2.01M – – –
WCA
2108
Waratah Capital Advisors
Ontario, Canada
$2.01M -$11.9M -43,919 -86%
PSP
2109
Principal Street Partners
Tennessee
$2.01M +$393K +1,455 +24%
SFWC
2110
Strategic Family Wealth Counselors
New Jersey
$1.99M +$15.1K +56 +0.8%
PBC
2111
Pavion Blue Capital
California
$1.99M – – –
KFGK
2112
Keystone Financial Group (Kentucky)
Kentucky
$1.99M +$11.1K +41 +0.6%
ZIG
2113
Zullo Investment Group
Pennsylvania
$1.99M +$19.7K +73 +1%
VA
2114
Valmark Advisers
Ohio
$1.99M +$110K +407 +6%
SCP
2115
Stamos Capital Partners
California
$1.99M +$973K +3,600 +99%
RCIM
2116
Red Cedar Investment Management
Michigan
$1.98M – – –
KIM
2117
Kestra Investment Management
Texas
$1.98M +$1.95M +7,208 New
SP
2118
Stablepoint Partners
Massachusetts
$1.98M +$60K +222 +3%
PFWA
2119
Paces Ferry Wealth Advisors
Georgia
$1.97M -$14.9K -55 -0.8%
AGP
2120
Autumn Glory Partners
Texas
$1.97M +$559K +2,068 +41%
SSW
2121
Stone Summit Wealth
Florida
$1.97M -$12.2K -45 -0.6%
MLA
2122
My Legacy Advisors
Oregon
$1.97M -$437K -1,616 -18%
CASB
2123
Cape Ann Savings Bank
Massachusetts
$1.97M +$2.97K +11 +0.2%
SAM
2124
Strategy Asset Managers
California
$1.96M +$749K +2,771 +63%
HEIP
2125
Hudson Edge Investment Partners
New Jersey
$1.95M – – –
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