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Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1001
Confluence Wealth Services
Pennsylvania
$2.49M +$491K +10,472 +22%
BIM
1002
Bridges Investment Management
Nebraska
$2.49M +$475K +10,125 +21%
PA
1003
Procyon Advisors
Connecticut
$2.49M +$237K +5,059 +9%
PT
1004
Plimoth Trust
Massachusetts
$2.47M -$106K -2,267 -4%
IAM
1005
Infusive Asset Management
New York
$2.47M +$2.73M +58,229 New
TPA
1006
Trivium Point Advisory
Connecticut
$2.46M +$1.23M +26,154 +82%
DCM
1007
Donaldson Capital Management
Indiana
$2.46M +$446K +9,512 +20%
HAS
1008
HBW Advisory Services
California
$2.45M -$17K -363 -0.6%
A
1009
Allianz
Germany
$2.44M +$1.98M +42,139 +273%
KMWM
1010
Keudell/Morrison Wealth Management
Oregon
$2.44M +$254K +5,422 +10%
MWM
1011
Meridian Wealth Management
Kentucky
$2.43M +$69K +1,470 +3%
HCM
1012
Hillman Capital Management
Maryland
$2.42M -$363K -7,735 -12%
EIP
1013
Essential Investment Partners
Colorado
$2.42M +$16.4K +350 +0.6%
WWMSC
1014
Wagner Wealth Management (South Carolina)
South Carolina
$2.42M -$130K -2,768 -5%
PAWC
1015
P.A.W. Capital
Connecticut
$2.41M -$1.41M -30,150 -35%
GCA
1016
Greenwood Capital Associates
South Carolina
$2.4M -$37.1K -791 -1%
NSAM
1017
North Star Asset Management
Wisconsin
$2.4M -$337K -7,192 -11%
IF
1018
Intrua Financial
Texas
$2.4M -$16.6K -353 -0.6%
SC
1019
Stolper & Co
Oklahoma
$2.4M -$709K -15,114 -21%
ORG
1020
Optimist Retirement Group
Washington
$2.39M -$516 -11 -0%
IIC
1021
Ironwood Investment Counsel
Arizona
$2.39M +$175K +3,735 +7%
CWM
1022
Cornerstone Wealth Management
Missouri
$2.39M -$4.69K -100 -0.2%
RMC
1023
Resources Management Corp
Connecticut
$2.37M -$103K -2,197 -4%
FM
1024
Family Management
New York
$2.35M -$38.7K -826 -1%
LWP
1025
LFG Wealth Partners
Kentucky
$2.35M +$320K +6,827 +14%
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