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Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
1551
D.J. St. Germain
Massachusetts
$230K -$44.4K -301 -15%
QCM
1552
Quantinno Capital Management
New York
$228K -$94.7K -642 -28%
BWM
1553
Benchmark Wealth Management
Connecticut
$228K – – –
YWP
1554
YorkBridge Wealth Partners
New York
$228K +$1.48K +10 +0.6%
WW
1555
Waterfront Wealth
Kansas
$228K +$14.8K +100 +6%
ISB
1556
Iowa State Bank
Iowa
$227K +$4.42K +30 +2%
CL
1557
COWA LLC
Oklahoma
$226K -$3.98K -27 -2%
TA
1558
TrueWealth Advisors
Alabama
$225K -$44.1K -299 -15%
PWA
1559
Providence Wealth Advisors
Illinois
$225K +$63.4K +430 +35%
JFGIW
1560
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$224K -$150K -1,019 -38%
WAM
1561
WNY Asset Management
New York
$224K -$39.8K -270 -14%
PFG
1562
Pinnacle Financial Group
Illinois
$224K -$29.5K -200 -11%
BMC
1563
Benin Management Corp
Connecticut
$224K – – –
PCTC
1564
Perkins Coie Trust Company
Washington
$224K – – –
CAC
1565
Core Alternative Capital
Georgia
$223K -$14.2K -96 -6%
BWM
1566
BerganKDV Wealth Management
Minnesota
$223K -$295 -2 -0.1%
DA
1567
Drake & Associates
Wisconsin
$223K +$241K +1,634 New
SCM
1568
Schnieders Capital Management
California
$222K -$106K -717 -31%
HPWM
1569
Highland Private Wealth Management
Washington
$222K -$75.4K -511 -24%
MYIA
1570
Mount Yale Investment Advisors
Colorado
$222K -$3.54K -24 -1%
MGIM
1571
M&G Investment Management
United Kingdom
$222K +$4.72K +32 +2%
QI
1572
Qtron Investments
Massachusetts
$222K +$239K +1,621 New
UAML
1573
US Asset Management LLC
Pennsylvania
$221K +$885 +6 +0.4%
HFS
1574
Heritage Financial Services
Massachusetts
$220K -$70.7K -479 -23%
MAA
1575
Matrix Asset Advisors
New York
$220K – – –
61 62
63
64 65