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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
PIC
1401
Portland Investment Counsel
Ontario, Canada
$456K +$1.2K +6 +0.3%
WC
1402
Woodstock Corp
Massachusetts
$455K -$55.2K -275 -10%
ESB
1403
Essex Savings Bank
Connecticut
$454K -$38.5K -192 -7%
SWM
1404
Soundmark Wealth Management
Washington
$454K -$4.42K -22 -0.9%
IF
1405
Ironwood Financial
Arizona
$454K – – –
KW
1406
KWB Wealth
California
$454K – – –
RMCM
1407
Reynders McVeigh Capital Management
Massachusetts
$451K +$17.7K +88 +4%
JWA
1408
JFS Wealth Advisors
Pennsylvania
$450K -$5.02K -25 -1%
DI
1409
DFPG Investments
Utah
$449K -$54.6K -272 -10%
WAG
1410
Winthrop Advisory Group
Massachusetts
$449K +$23.9K +119 +5%
HIP
1411
HUB Investment Partners
Texas
$449K +$27.1K +135 +6%
SCM
1412
Schnieders Capital Management
California
$448K -$123K -613 -21%
MCM
1413
Maryland Capital Management
Maryland
$448K -$78.7K -392 -14%
IA
1414
IFG Advisory
Georgia
$448K +$1.41K +7 +0.3%
NB
1415
Northwest Bancshares
Pennsylvania
$447K -$25.9K -129 -5%
MPWT
1416
MassMutual Private Wealth & Trust
Connecticut
$446K +$6.83K +34 +1%
IWP
1417
Icon Wealth Partners
Texas
$446K +$59K +294 +14%
BLC
1418
Brown, Lisle/Cummings
Rhode Island
$445K -$17.5K -87 -4%
IA
1419
Inspire Advisors
Idaho
$445K -$20.1K -100 -4%
TDC
1420
Thompson Davis & Co
Virginia
$445K +$199K +990 +74%
PWLP
1421
Prio Wealth Limited Partnership
Massachusetts
$444K +$40.1K +200 +9%
HR
1422
Howe & Rusling
New York
$444K +$60.2K +300 +15%
HFW
1423
Horizon Family Wealth
Illinois
$444K +$465K +2,318 New
QCM
1424
Quantinno Capital Management
New York
$443K -$487K -2,427 -51%
CAAM
1425
Cornerstone Advisors Asset Management
Pennsylvania
$441K +$463K +2,305 New
55 56
57
58 59