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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1351
Ballast Advisors
Minnesota
$27.3M -$346K -1,985 -1%
BA
1352
Bridgewater Advisors
New York
$27.2M +$239K +1,373 +1%
WBC
1353
West Branch Capital
Massachusetts
$27.1M -$31.2K -179 -0.1%
BWA
1354
BDO Wealth Advisors
Florida
$27.1M +$524K +3,010 +2%
TNA
1355
True North Advisors
Texas
$27M +$887K +5,093 +4%
CG
1356
CFO4Life Group
Texas
$26.9M +$144K +824 +0.6%
CCM
1357
Copeland Capital Management
Pennsylvania
$26.9M +$8.74M +50,170 +57%
CWS
1358
Confluence Wealth Services
Pennsylvania
$26.9M +$37.5K +215 +0.2%
SXL
1359
Summit X LLC
Missouri
$26.8M -$212K -1,215 -0.9%
MCWS
1360
McKinley Carter Wealth Services
West Virginia
$26.8M -$95.7K -549 -0.4%
PTB
1361
Pioneer Trust Bank
Oregon
$26.8M -$828K -4,750 -3%
CIA
1362
CCM Investment Advisers
South Carolina
$26.8M -$1.96M -11,266 -8%
CFG
1363
Cooper Financial Group
California
$26.7M -$666K -3,823 -3%
CWS
1364
Cypress Wealth Services
California
$26.7M +$1.22M +6,974 +5%
FCIM
1365
Fairview Capital Investment Management
California
$26.7M +$295K +1,695 +1%
CW
1366
CIC Wealth
Maryland
$26.6M -$795K -4,561 -3%
BMO
1367
Beck Mack & Oliver
New York
$26.6M -$189K -1,085 -0.8%
HRC
1368
Hoertkorn Richard Charles
$26.6M -$85K -488 -0.4%
SFG
1369
Sowa Financial Group
Rhode Island
$26.5M -$704K -4,039 -3%
LSA
1370
L & S Advisors
California
$26.4M +$1.28M +7,374 +6%
SWP
1371
Semus Wealth Partners
Florida
$26.4M +$33.3K +191 +0.1%
JFGIW
1372
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26.4M -$4.77M -27,392 -17%
AF
1373
Arrow Financial
New York
$26.4M +$1.28M +7,322 +6%
GWSG
1374
GPS Wealth Strategies Group
Colorado
$26.4M -$76.8K -441 -0.3%
AAM
1375
Augustine Asset Management
Florida
$26.4M +$123K +706 +0.5%
53 54
55
56 57