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Name Holding Trade Value Shares
Change 		Change in
Stake
DR
2351
Davis Rea
Ontario, Canada
$6.86M -$1.77K -12 -0%
W
2352
Wealthquest
Ohio
$6.85M -$76.8K -522 -1%
HIM
2353
Herald Investment Management
United Kingdom
$6.84M – – –
UC
2354
Unio Capital
New Jersey
$6.84M – – –
PWS
2355
Private Wealth Strategies
Ohio
$6.84M +$519K +3,526 +8%
KAM
2356
Karani Asset Management
New York
$6.83M +$442K +3,005 +7%
ERIM
2357
Eagle Ridge Investment Management
Connecticut
$6.83M -$225K -1,527 -3%
PBT
2358
Pictet Bank & Trust
Bahamas
$6.82M – – –
IAS
2359
IMA Advisory Services
Colorado
$6.82M -$222K -1,510 -3%
MFGM
2360
Marshall Financial Group (Maryland)
Maryland
$6.79M +$62K +421 +0.9%
CCM
2361
Carlson Capital Management
Minnesota
$6.77M +$271K +1,843 +4%
TFM
2362
TFC Financial Management
Massachusetts
$6.77M -$57K -387 -0.8%
WAAG
2363
Wealth Alliance Advisory Group
Kansas
$6.73M +$49.2K +334 +0.7%
BCM
2364
Brasada Capital Management
Texas
$6.72M +$40.9K +278 +0.6%
CC
2365
Cypress Capital
Tennessee
$6.72M +$2.18M +14,788 +45%
SCG
2366
Sonata Capital Group
Washington
$6.72M -$73.2K -497 -1%
CST
2367
Charles Schwab Trust
Nevada
$6.71M +$468K +3,178 +7%
EGA
2368
E&G Advisors
Texas
$6.7M +$6.97M +47,350 New
PP
2369
Patron Partners
Texas
$6.69M +$75.7K +514 +1%
PSB
2370
Piscataqua Savings Bank
New Hampshire
$6.69M -$24.4K -166 -0.3%
ONST
2371
Old North State Trust
North Carolina
$6.69M +$18.7K +127 +0.3%
RZH
2372
Relyea Zuckerberg Hanson
Connecticut
$6.67M +$452K +3,072 +7%
BWAM
2373
Boyd Watterson Asset Management
Ohio
$6.67M +$268K +1,819 +4%
EL
2374
Essex LLC
Illinois
$6.67M +$6.94M +47,132 New
SIAG
2375
Signet Investment Advisory Group
Rhode Island
$6.66M -$360K -2,443 -5%
93 94
95
96 97