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Name Holding Trade Value Shares
Change 		Change in
Stake
EF
1676
Exeter Financial
Arizona
$654K +$615K +11,180 New
PGWM
1677
Parisi Gray Wealth Management
New Jersey
$650K +$602K +10,940 New
SBWM
1678
Sunflower Bank Wealth Management
Arizona
$649K – – –
SIAS
1679
Shine Investment Advisory Services
Colorado
$647K -$27.5K -500 -4%
NQWM
1680
Northwest Quadrant Wealth Management
Oregon
$644K -$8.8K -160 -2%
BFG
1681
Beacon Financial Group
Texas
$643K -$34.1K -620 -5%
CHA
1682
Carmichael Hill & Associates
Maryland
$642K +$604K +10,980 New
GHAM
1683
Gilman Hill Asset Management
Connecticut
$640K +$44K +800 +8%
CPO
1684
Cerity Partners OCIO
New York
$639K +$73.7K +1,340 +14%
HCP
1685
Holt Capital Partners
Texas
$636K – – –
FWM
1686
Focused Wealth Management
New York
$635K +$19.8K +360 +3%
DCM
1687
Donaldson Capital Management
Indiana
$634K +$139K +2,520 +30%
WAP
1688
Wealthcare Advisory Partners
Pennsylvania
$633K +$161K +2,920 +37%
PCTC
1689
Perkins Coie Trust Company
Washington
$632K -$50.6K -920 -8%
BCM
1690
Bourgeon Capital Management
Connecticut
$632K – – –
PV
1691
Private Vista
Illinois
$632K +$14.3K +260 +2%
DCM
1692
Dynamic Capital Management
Jersey
$629K +$273K +4,960 +86%
SCA
1693
Stillwater Capital Advisors
Pennsylvania
$628K +$93.5K +1,700 +19%
BA
1694
BKS Advisors
Michigan
$627K -$18.7K -340 -3%
CNBT
1695
Canandaigua National Bank & Trust
New York
$627K +$7.7K +140 +1%
AIIMS
1696
Analyst IMS Investment Management Services
Israel
$624K -$39.6K -720 -6%
PP
1697
PDS Planning
Ohio
$624K +$588K +10,680 New
CPSAC
1698
Chas P. Smith & Associates (CPS)
Florida
$622K +$140K +2,540 +31%
SFG
1699
SNS Financial Group
Minnesota
$621K -$75.9K -1,380 -12%
DI
1700
Diligent Investors
California
$619K -$70.4K -1,280 -11%
66 67
68
69 70