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Name Holding Trade Value Shares
Change 		Change in
Stake
AB
901
AT Bancorp
Iowa
$747K -$15.5K -233 -2%
SSWM
902
Sheets Smith Wealth Management
North Carolina
$746K +$6.39K +96 +0.9%
ACM
903
Alta Capital Management
Utah
$745K – – –
EHC
904
Everett Harris & Co
California
$745K +$1.73K +26 +0.2%
CONA
905
Capital One National Association
New York
$743K -$179K -2,681 -20%
AWA
906
Arete Wealth Advisors
Illinois
$743K -$24.5K -368 -3%
REMPR
907
Roof Eidam Maycock Peralta (REMP)
California
$741K -$12.6K -189 -2%
SRC
908
Shufro Rose & Co
New York
$741K – – –
HIM
909
Hermes Investment Management
United Kingdom
$738K – – –
SW
910
SVB Wealth
Massachusetts
$731K -$73.3K -1,100 -9%
BBI
911
Baxter Bros Inc
Connecticut
$724K +$70.7K +1,062 +11%
LNB
912
Ledyard National Bank
$723K -$30.3K -455 -4%
MCM
913
Manchester Capital Management
Vermont
$719K -$5.4K -81 -0.8%
WEC
914
Winslow Evans & Crocker
Massachusetts
$716K – – –
GLA
915
Good Life Advisors
Pennsylvania
$714K -$47.9K -719 -7%
FLPIM
916
F.L. Putnam Investment Management
Massachusetts
$711K +$206K +3,096 +44%
NIT
917
NumerixS Investment Technologies
British Columbia, Canada
$711K +$693K +10,400 New
BC
918
Burney Company
Virginia
$710K -$28.9K -434 -4%
VWA
919
V Wealth Advisors
Kansas
$708K -$187K -2,800 -22%
NCMW
920
Northern Capital Management (Wisconsin)
Wisconsin
$708K – – –
ARMC
921
American Research & Management Company
Massachusetts
$708K +$133K +2,000 +24%
IWP
922
Icon Wealth Partners
Texas
$701K -$27.1K -407 -4%
UFG
923
United Fire Group
Iowa
$700K – – –
VIM
924
Vista Investment Management
Pennsylvania
$696K +$19.3K +290 +3%
TAM
925
Tocqueville Asset Management
New York
$694K +$19.3K +290 +3%
35 36
37
38 39