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Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1476
Asset Dedication LLC
California
$442K +$11.2K +102 +2%
KSB
1477
Kennebec Savings Bank
Maine
$441K +$460K +4,189 New
FPGT
1478
Financial Partners Group (Tennessee)
Tennessee
$441K -$209K -1,905 -31%
PGWM
1479
Parisi Gray Wealth Management
New Jersey
$438K -$84.7K -771 -16%
LAM
1480
Lummis Asset Management
Texas
$438K -$6.04K -55 -1%
NB
1481
Northwest Bancshares
Pennsylvania
$438K -$27.2K -248 -6%
FSWA
1482
Financial Synergies Wealth Advisors
Texas
$436K +$27.5K +250 +6%
FFA
1483
Founders Financial Alliance
North Carolina
$436K +$1.43K +13 +0.3%
SW
1484
Simplicity Wealth
New Jersey
$434K -$3.76M -34,274 -89%
TAM
1485
Trillium Asset Management
Massachusetts
$434K – – –
AI
1486
AdvisorShares Investments
Maryland
$434K +$59K +537 +15%
CPA
1487
Cardiff Park Advisors
California
$433K -$35.5K -323 -7%
DF
1488
Donoghue Forlines
Massachusetts
$433K +$452K +4,113 New
TAM
1489
Townsend Asset Management
North Carolina
$432K +$110 +1 +0%
DFCM
1490
Dark Forest Capital Management
Puerto Rico
$432K +$451K +4,108 New
NCM
1491
Neumann Capital Management
California
$430K – – –
PP
1492
Patron Partners
Texas
$429K -$18K -164 -4%
PC
1493
Port Capital
Illinois
$428K -$9.66K -88 -2%
HCC
1494
Hirtle Callaghan & Co
Pennsylvania
$426K +$445K +4,050 New
EM
1495
Excalibur Management
Massachusetts
$425K -$330 -3 -0.1%
MW
1496
Marcum Wealth
Ohio
$424K -$17.1K -156 -4%
CWM
1497
Calamos Wealth Management
Illinois
$423K +$22.6K +206 +5%
LA
1498
Legacy Advisors
Pennsylvania
$422K +$137K +1,249 +45%
BWAM
1499
Boyd Watterson Asset Management
Ohio
$422K -$1.76K -16 -0.4%
LCS
1500
Levin Capital Strategies
New York
$421K – – –
58 59
60
61 62