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Name Holding Trade Value Shares
Change 		Change in
Stake
JFL
1951
Jarislowsky, Fraser Ltd
Quebec, Canada
$13.2M +$82.9K +493 +0.7%
LA
1952
Legacy Advisors
Pennsylvania
$13.2M +$3.56M +21,175 +39%
SFG
1953
StrategIQ Financial Group
Indiana
$13.2M -$5.72K -34 -0%
BWM
1954
Baystate Wealth Management
Massachusetts
$13.2M +$118K +700 +0.9%
BCM
1955
Birch Capital Management
Texas
$13.2M -$85.8K -510 -0.7%
PCM
1956
Poehling Capital Management
Wisconsin
$13.2M -$36.3K -216 -0.3%
SFS
1957
Stiles Financial Services
Minnesota
$13.2M +$25.1K +149 +0.2%
GWM
1958
Graybill Wealth Management
Illinois
$13.1M -$1.2M -7,133 -9%
UF
1959
Univest Financial
Pennsylvania
$13.1M -$2.58M -15,351 -17%
IWA
1960
Intercontinental Wealth Advisors
Texas
$13.1M -$330K -1,960 -3%
PFA
1961
Pure Financial Advisors
California
$13.1M +$999K +5,941 +9%
CQS
1962
Credential Qtrade Securities
$13.1M +$1.58M +9,396 +14%
BHA
1963
Beech Hill Advisors
New York
$13.1M -$182K -1,081 -1%
SOS
1964
Silver Oak Securities
Tennessee
$13.1M +$13M +77,229 New
HZ
1965
Hixon Zuercher
Ohio
$13.1M +$737K +4,383 +6%
BA
1966
Baugh & Associates
Georgia
$13.1M -$54.1K -322 -0.4%
NAS
1967
Nicolet Advisory Services
Wisconsin
$13M -$76.3K -454 -0.6%
JI
1968
Jeereddi Investments
California
$13M -$4.04M -24,000 -24%
TPA
1969
Trivium Point Advisory
Connecticut
$13M +$346K +2,060 +3%
EWA
1970
EverSource Wealth Advisors
Alabama
$13M +$959K +5,703 +8%
ISWM
1971
Independent Solutions Wealth Management
New York
$13M -$300K -1,785 -2%
REMPR
1972
Roof Eidam Maycock Peralta (REMP)
California
$13M -$82.9K -493 -0.7%
ACG
1973
Allen Capital Group
Nebraska
$13M -$13.7M -81,367 -52%
NCM
1974
New Capital Management
Texas
$13M +$71.5K +425 +0.6%
NB
1975
Northwest Bancshares
Pennsylvania
$12.9M -$166K -985 -1%
77 78
79
80 81