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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1301
Athena Investment Management
California
$718K – – –
RE
1302
Rydar Equities
Texas
$717K +$228K +1,000 +40%
SN
1303
Sittner & Nelson
Oregon
$717K – – –
LSA
1304
L & S Advisors
California
$716K -$68.3K -300 -8%
SA
1305
Sovran Advisors
California
$715K -$60.1K -264 -8%
ESB
1306
Essex Savings Bank
Connecticut
$715K -$33.7K -148 -4%
BCG
1307
Breakwater Capital Group
New Jersey
$712K +$97.2K +427 +14%
CFO
1308
Custos Family Office
Texas
$712K – – –
DSA
1309
Droms Strauss Advisors
Missouri
$710K – – –
CNTOF
1310
Canandaigua National Trust of Florida
New York
$709K -$69.9K -307 -8%
EWA
1311
Emergent Wealth Advisors
New York
$705K +$79.9K +351 +11%
ACA
1312
Anchor Capital Advisors
Massachusetts
$705K – – –
LA
1313
Lakeside Advisors
Washington
$701K +$6.83K +30 +0.9%
KNW
1314
Kesler Norman & Wride
Utah
$697K +$215K +946 +37%
HL
1315
HeadInvest LLC
Maine
$697K +$475K +2,087 +148%
HM
1316
Harvest Management
New York
$697K -$2.34M -10,259 -75%
CIA
1317
Citadel Investment Advisory
Ohio
$696K – – –
CI
1318
Conning Inc
Connecticut
$694K -$125K -547 -14%
EIP
1319
Ellis Investment Partners
Pennsylvania
$693K +$96.1K +422 +14%
IPW
1320
Impact Partnership Wealth
Georgia
$693K +$15K +66 +2%
IWP
1321
IAG Wealth Partners
Wisconsin
$693K +$786K +3,453 +12,332%
FPI
1322
Financial Plan Inc
Washington
$693K -$14.3K -63 -2%
PWP
1323
Perfromance Wealth Partners
Illinois
$689K -$8.88K -39 -1%
NCM
1324
Narwhal Capital Management
Georgia
$688K +$144K +633 +22%
QIM
1325
Quest Investment Management
Oregon
$687K +$6.83K +30 +0.9%
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