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Name Holding Trade Value Shares
Change 		Change in
Stake
RT
1851
Rockland Trust
Massachusetts
$1M +$15.4K +285 +2%
WIM
1852
Westside Investment Management
California
$999K -$14.6K -270 -1%
HIM
1853
Hillsdale Investment Management
Ontario, Canada
$994K +$228K +4,230 +30%
SMC
1854
Smith, Moore & Co
Missouri
$993K -$128K -2,371 -11%
QC
1855
Quent Capital
New York
$992K +$56.7K +1,050 +6%
H
1856
HoyleCohen
California
$991K +$13.4K +249 +1%
IAM
1857
Innovis Asset Management
Illinois
$990K +$16.2K +300 +2%
KAS
1858
KPP Advisory Services
Kentucky
$990K +$993K +18,410 New
NME
1859
Notis-McConarty Edward
$989K – – –
PB
1860
Pinnacle Bancorp
Nebraska
$988K – – –
PCM
1861
Pointe Capital Management
Michigan
$987K +$2.48K +46 +0.3%
TPW
1862
Transatlantique Private Wealth
New York
$986K +$270 +5 +0%
PSP
1863
Pacific Sage Partners
Washington
$985K +$54 +1 +0%
AO
1864
Advisor OS
Illinois
$985K -$824K -15,266 -45%
WW
1865
Westshore Wealth
California
$984K -$89.9K -1,667 -8%
HWA
1866
Heartwood Wealth Advisors
Virginia
$981K -$77.4K -1,435 -7%
GSC
1867
G&S Capital
Colorado
$980K -$21.1K -392 -2%
SFWA
1868
Summit Financial Wealth Advisors
Louisiana
$980K +$434K +8,050 +77%
GBT
1869
Grove Bank & Trust
Florida
$979K -$213K -3,948 -18%
IWA
1870
IVC Wealth Advisors
Pennsylvania
$979K -$7.82K -145 -0.8%
NAS
1871
Nicolet Advisory Services
Wisconsin
$977K +$89.7K +1,663 +10%
FWM
1872
Finer Wealth Management
Massachusetts
$977K -$58.9K -1,091 -6%
EAM
1873
Empirical Asset Management
Massachusetts
$977K -$233K -4,325 -19%
WPA
1874
West Paces Advisors
Georgia
$976K -$56.1K -1,039 -5%
ACM
1875
Allred Capital Management
Texas
$975K +$28.4K +527 +3%
73 74
75
76 77