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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
951
Sippican Capital Advisors
Massachusetts
$1.03M – – –
CTC
952
Central Trust Company
Missouri
$1.03M -$436K -1,589 -31%
CWM
953
Connecticut Wealth Management
Connecticut
$1.02M – – –
KCM
954
KRS Capital Management
Michigan
$1.02M -$80.6K -294 -8%
GM
955
GeoWealth Management
Illinois
$1.02M -$47.2K -172 -5%
LC
956
LCNB Corp
Ohio
$1.01M – – –
MSS
957
Mitchell Sinkler & Starr
Pennsylvania
$1.01M +$256K +935 +28%
NED
958
Nancy E. Dempze
$1.01M +$521K +1,900 +119%
PWP
959
Principle Wealth Partners
Connecticut
$1.01M – – –
GBT
960
Grove Bank & Trust
Florida
$1.01M +$274 +1 +0%
SA
961
SRN Advisors
Pennsylvania
$1.01M -$38.4K -140 -4%
ARG
962
Advisory Resource Group
Oklahoma
$1M -$67.7K -247 -7%
FHA
963
Flagship Harbor Advisors
Massachusetts
$1M -$67.7K -247 -7%
CLA
964
Carnegie Lake Advisors
New Jersey
$988K +$939K +3,425 New
CIM
965
CIM Investment Management
Pennsylvania
$985K -$17K -62 -2%
GWA
966
Gratus Wealth Advisors
Virginia
$983K – – –
BHA
967
Beech Hill Advisors
New York
$983K -$54.8K -200 -6%
JIP
968
Jaffetilchin Investment Partners
Florida
$982K +$115K +421 +14%
XSC
969
X-Square Capital
Puerto Rico
$979K +$63.9K +233 +7%
ATIA
970
American Trust Investment Advisors
New Hampshire
$976K – – –
ST
971
Spinnaker Trust
Maine
$975K -$5.21K -19 -0.6%
CIA
972
Choate Investment Advisors
Massachusetts
$970K +$7.68K +28 +0.8%
PA
973
PFG Advisors
Arizona
$967K -$4.66K -17 -0.5%
AFM
974
Abbot Financial Management
Massachusetts
$964K +$274 +1 +0%
EAM
975
Empirical Asset Management
Massachusetts
$963K +$396K +1,443 +9%
37 38
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