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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2076
Baystate Wealth Management
Massachusetts
$13.3M +$315K +1,708 +3%
COCM
2077
Charter Oak Capital Management
New Hampshire
$13.3M +$65.5K +355 +0.5%
ISWM
2078
Independent Solutions Wealth Management
New York
$13.3M +$956K +5,177 +8%
BRG
2079
Bay Rivers Group
Virginia
$13.3M +$380K +2,056 +3%
LWM
2080
LongView Wealth Management
Georgia
$13.2M +$13.2M +71,561 New
TI
2081
Truepoint Inc
Ohio
$13.2M +$727K +3,937 +6%
EIM
2082
Essex Investment Management
Massachusetts
$13.2M -$2.44M -13,194 -16%
GSB
2083
Greenfield Savings Bank
Massachusetts
$13.2M -$143K -774 -1%
HCA
2084
Harbour Capital Advisors
Virginia
$13.2M +$24K +130 +0.2%
REMPR
2085
Roof Eidam Maycock Peralta (REMP)
California
$13.2M -$141K -764 -1%
TIA
2086
Tiemann Investment Advisors
California
$13.2M -$187K -1,015 -1%
BCM
2087
Banyan Capital Management
Georgia
$13.2M -$2M -10,833 -14%
NL
2088
NVWM LLC
Pennsylvania
$13.2M -$354K -1,917 -3%
ATC
2089
Adirondack Trust Company
New York
$13.2M -$522K -2,825 -4%
KMWM
2090
Keudell/Morrison Wealth Management
Oregon
$13.2M -$107K -581 -0.8%
ITIM
2091
Indiana Trust & Investment Management
Indiana
$13.2M -$119K -645 -0.9%
HCP
2092
Hexagon Capital Partners
Arkansas
$13.1M +$202K +1,094 +2%
OL
2093
Optas LLC
Texas
$13.1M +$327K +1,771 +3%
SIC
2094
Sterling Investment Counsel
New York
$13.1M +$1.85M +10,028 +17%
HWAM
2095
Hennion & Walsh Asset Management
New Jersey
$13.1M -$712K -3,857 -5%
RWA
2096
Redhawk Wealth Advisors
Minnesota
$13.1M +$2.83M +15,354 +29%
SC
2097
Stolper & Co
Oklahoma
$13.1M -$49.1K -266 -0.4%
VC
2098
Vicus Capital
Pennsylvania
$13.1M -$2.14M -11,590 -15%
FIM
2099
Freedom Investment Management
Connecticut
$13M -$943K -5,105 -7%
OW
2100
Olistico Wealth
Oklahoma
$13M +$739K +4,005 +6%
82 83
84
85 86