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Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
1001
Level Four Advisory Services
Texas
$4M +$412K +6,934 +11%
CSPIA
1002
Cary Street Partners Investment Advisory
Virginia
$4M +$859K +14,467 +27%
PWAP
1003
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.99M +$154K +2,592 +4%
CIC
1004
Cornercap Investment Counsel
Georgia
$3.98M +$720K +12,115 +23%
SFG
1005
SevenBridge Financial Group
Pennsylvania
$3.97M +$161K +2,715 +4%
OIA
1006
OneDigital Investment Advisors
Kansas
$3.97M -$341K -5,733 -8%
MCP
1007
Mirador Capital Partners
California
$3.96M +$409K +6,892 +11%
SCM
1008
Salem Capital Management
Massachusetts
$3.96M +$183K +3,075 +5%
DA
1009
Duality Advisers
Florida
$3.96M +$2.3M +38,791 +136%
HW
1010
Hamilton Wealth
California
$3.95M -$91K -1,533 -2%
STB
1011
S&T Bank
Pennsylvania
$3.95M -$353K -5,947 -8%
EP
1012
Eudaimonia Partners
Tennessee
$3.93M -$9.09K -153 -0.2%
SNT
1013
Security National Trust
West Virginia
$3.92M +$138K +2,331 +4%
BCCM
1014
Bridge Creek Capital Management
Massachusetts
$3.91M +$50.1K +844 +1%
UF
1015
Univest Financial
Pennsylvania
$3.91M +$15.1K +254 +0.4%
MA
1016
Montag & Associates
Georgia
$3.91M +$95.1K +1,601 +2%
TW
1017
Transform Wealth
Colorado
$3.9M -$3.22M -54,145 -45%
TWM
1018
TriaGen Wealth Management
California
$3.9M +$3.95M +66,434 New
IEFM
1019
IQ EQ Fund Management
Ireland
$3.9M +$38.7K +652 +1%
MME
1020
Meag Munich Ergo
Germany
$3.89M +$1.06M +17,811 +36%
HPIA
1021
Hamilton Point Investment Advisors
North Carolina
$3.88M -$7.9K -133 -0.2%
PG
1022
Pendal Group
Australia
$3.88M -$92.5K -1,557 -2%
LIM
1023
Leavell Investment Management
Alabama
$3.88M +$162K +2,726 +4%
NAM
1024
NTV Asset Management
West Virginia
$3.87M +$44K +741 +1%
CWG
1025
Cornerstone Wealth Group
North Carolina
$3.87M -$162K -2,724 -4%
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