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Name Holding Trade Value Shares
Change 		Change in
Stake
SNB
1876
Security National Bank
Nebraska
$242K +$211K +950 New
LD
1877
Lipe & Dalton
New York
$241K – – –
BA
1878
Bluesphere Advisors
Pennsylvania
$241K +$210K +945 New
RWA
1879
River Wealth Advisors
Pennsylvania
$240K -$445K -2,004 -68%
LSC
1880
Lesa Sroufe & Co
Washington
$240K – – –
NCM
1881
Nelson Capital Management
California
$240K – – –
AA
1882
ALPS Advisors
Colorado
$239K -$8.89K -40 -4%
BST
1883
Bath Savings Trust
Maine
$239K – – –
VBFG
1884
Vishria Bird Financial Group
Tennessee
$238K – – –
JBA
1885
Johnson Bixby & Associates
Washington
$238K +$208K +934 New
VR
1886
Viridian RIA
Washington
$237K +$206K +929 New
BPCE
1887
Bank Pictet & Cie (Europe)
Germany
$237K +$207K +930 New
VCM
1888
Vision Capital Management
Oregon
$236K -$89.1K -401 -30%
HAIM
1889
Hunter Associates Investment Management
Pennsylvania
$236K -$11.1K -50 -5%
NFP
1890
Narus Financial Partners
Utah
$234K +$204K +920 New
BW
1891
Bison Wealth
Georgia
$234K +$204K +920 New
FBB
1892
Fulton Breakefield Broenniman
Maryland
$233K -$95.6K -430 -32%
TF
1893
Trek Financial
Arizona
$233K +$203K +913 New
NCM
1894
Noesis Capital Mangement
Florida
$232K +$202K +909 New
HWM
1895
Hemington Wealth Management
Virginia
$231K +$202K +907 New
TFS
1896
TrustCore Financial Services
Tennessee
$230K -$14.9K -67 -7%
M
1897
MOTCO
Texas
$230K -$13.3K -60 -6%
TF
1898
Tompkins Financial
New York
$230K – – –
JWM
1899
JGP Wealth Management
Oregon
$230K +$200K +901 New
FMP
1900
Financial Management Professionals
Texas
$229K +$4.22K +19 +2%
74 75
76
77 78