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Name Holding Trade Value Shares
Change 		Change in
Stake
PT
1651
Plimoth Trust
Massachusetts
$23.3M -$729K -3,910 -3%
PHK
1652
Point72 Hong Kong
Hong Kong
$23.3M +$20.7M +110,791 New
RBC
1653
Romano Brothers & Co
Illinois
$23.3M -$311K -1,670 -1%
FWM
1654
Focused Wealth Management
New York
$23.3M +$250K +1,338 +1%
WIC
1655
Willis Investment Counsel
Georgia
$23.3M -$124K -665 -0.6%
KA
1656
Kozak & Associates
Colorado
$23.3M +$965K +5,172 +5%
AM
1657
Atwater Malick
Pennsylvania
$23.2M +$171K +918 +0.8%
S
1658
SimplyRich
California
$23.2M – – –
CWM
1659
Connecticut Wealth Management
Connecticut
$23.2M +$68.3K +366 +0.3%
HB
1660
HTLF Bank
Colorado
$23.2M -$252K -1,351 -1%
JWM
1661
Jackson Wealth Management
Florida
$23.1M -$16.4M -88,207 -45%
IG
1662
Ithaka Group
Virginia
$23.1M -$709K -3,802 -3%
MWM
1663
Mattern Wealth Management
Kansas
$23.1M -$1.08M -5,780 -5%
PCA
1664
Peddock Capital Advisors
Massachusetts
$23.1M -$591K -3,170 -3%
SWP
1665
Strategic Wealth Partners
Ohio
$23M +$660K +3,540 +3%
MSS
1666
Mitchell Sinkler & Starr
Pennsylvania
$23M -$573K -3,075 -3%
SWC
1667
Spectrum Wealth Counsel
Indiana
$23M -$3.02M -16,203 -13%
SAF
1668
Smith Anglin Financial
Texas
$23M -$87.8K -471 -0.4%
RPWA
1669
Regent Peak Wealth Advisors
Georgia
$23M -$211K -1,131 -1%
ESB
1670
Essex Savings Bank
Connecticut
$22.9M -$469K -2,514 -2%
LA
1671
LM Advisors
California
$22.9M -$9.87M -52,901 -33%
M
1672
MOTCO
Texas
$22.9M -$378K -2,027 -2%
WCA
1673
Westover Capital Advisors
Delaware
$22.9M -$444K -2,383 -2%
BOSSRA
1674
B.O.S.S. Retirement Advisors
Utah
$22.8M +$6.99M +37,490 +53%
PSP
1675
Principal Street Partners
Tennessee
$22.8M +$81.5K +437 +0.4%
65 66
67
68 69