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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1476
Capital Planning Advisors
California
$458K -$18K -154 -4%
PFWA
1477
Paces Ferry Wealth Advisors
Georgia
$457K -$3.04K -26 -0.7%
EM
1478
Excalibur Management
Massachusetts
$457K -$6.43K -55 -1%
CA
1479
Commerzbank Aktiengesellschaft
Germany
$457K +$197K +1,683 +75%
SI
1480
Symmetry Investments
Jersey
$455K +$459K +3,924 New
FB
1481
First Bancorp
Maine
$454K – – –
TC
1482
Trust Company
Kansas
$453K +$36.7K +314 +9%
KFS
1483
Kelly Financial Services
Massachusetts
$452K – – –
SP
1484
Stonebrook Private
Michigan
$451K +$455K +3,887 New
PCG
1485
Prosperity Consulting Group
Maryland
$450K +$84.2K +720 +23%
PWMG
1486
Prestige Wealth Management Group
New Jersey
$449K +$4.68K +40 +1%
MHIC
1487
Marble Harbor Investment Counsel
Massachusetts
$449K -$23.4K -200 -5%
PSB
1488
Piscataqua Savings Bank
New Hampshire
$449K – – –
BFC
1489
Bedel Financial Consulting
Indiana
$444K – – –
HL
1490
HeadInvest LLC
Maine
$443K – – –
MSS
1491
Mitchell Sinkler & Starr
Pennsylvania
$443K +$447K +3,817 New
FTWA
1492
Fifth Third Wealth Advisors
Ohio
$443K +$447K +3,817 New
MA
1493
Montag & Associates
Georgia
$442K -$828K -7,075 -65%
SDAM
1494
Shulman DeMeo Asset Management
New York
$439K -$27K -231 -6%
KCIC
1495
Kuhn & Co Investment Counsel
Illinois
$439K +$442K +3,780 New
MCCP
1496
Mission Creek Capital Partners
California
$437K -$21.9K -187 -5%
ESBC
1497
E.S. Barr & Co
Kentucky
$432K – – –
MIC
1498
Meridian Investment Counsel
California
$432K – – –
FWM
1499
Forza Wealth Management
Florida
$432K -$431K -3,680 -50%
NCM
1500
Novare Capital Management
North Carolina
$432K – – –
58 59
60
61 62