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Name Holding Trade Value Shares
Change 		Change in
Stake
MPPW
2126
Mitchell & Pahl Private Wealth
Oklahoma
$1.28M -$52.8K -244 -4%
WEPOG
2127
Wealth Enhancement & Preservation of GA
Georgia
$1.28M +$73.8K +341 +6%
AB
2128
Atlas Brown
Kentucky
$1.28M +$29.2K +135 +2%
BOM
2129
Bank of Marin
California
$1.28M -$8.87K -41 -0.7%
CP
2130
Covenant Partners
Tennessee
$1.28M -$250K -1,154 -17%
LDFR
2131
Lehman & Derafelo Financial Resources
Pennsylvania
$1.28M -$41.7K -193 -3%
DBRC
2132
D.B. Root & Company
Pennsylvania
$1.28M -$433 -2 -0%
BFO
2133
Biltmore Family Office
North Carolina
$1.27M – – –
NF
2134
Nvest Financial
New Hampshire
$1.27M +$1.24M +5,741 New
FNWM
2135
Financial Network Wealth Management
Utah
$1.27M -$1.3K -6 -0.1%
PFG
2136
PAX Financial Group
Texas
$1.27M -$180K -832 -13%
SF
2137
SBK Financial
Virginia
$1.26M – – –
EA
2138
Emerald Advisers
Pennsylvania
$1.25M +$368K +1,702 +43%
CAC
2139
Core Alternative Capital
Georgia
$1.25M +$916K +4,233 +302%
CCA
2140
Column Capital Advisors
Indiana
$1.25M -$82.6K -382 -6%
ACM
2141
Ativo Capital Management
Illinois
$1.25M -$47.6K -220 -4%
EC
2142
Enhancing Capital
Pennsylvania
$1.25M – – –
CCM
2143
Conway Capital Management
California
$1.24M -$5.41K -25 -0.4%
ACH
2144
ArrowMark Colorado Holdings
Colorado
$1.24M – – –
MFC
2145
Mechanics Financial Corp
Ohio
$1.23M +$14.1K +65 +1%
BEAM
2146
Baker Ellis Asset Management
Washington
$1.23M -$4.33K -20 -0.4%
WWM
2147
Windsor Wealth Management
Indiana
$1.22M -$21K -97 -2%
FWM
2148
Foresight Wealth Management
Utah
$1.22M +$18.6K +86 +2%
AL
2149
Aspiriant LLC
California
$1.22M +$38.9K +180 +3%
HJMC
2150
Hellman Jordan Management Company
Massachusetts
$1.22M -$624K -2,886 -34%
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