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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1901
Addison Advisors
Vermont
$807K -$177K -3,898 -19%
SIG
1902
Sky Investment Group
Connecticut
$806K -$19.3K -424 -2%
WW
1903
Waterfront Wealth
Kansas
$803K +$32K +704 +4%
SIC
1904
Sterling Investment Counsel
New York
$801K +$13.7K +301 +2%
TLCM
1905
Twin Lakes Capital Management
California
$798K -$56.9K -1,251 -7%
EA
1906
Emerald Advisors
Washington
$798K -$41.1K -904 -5%
HR
1907
Howe & Rusling
New York
$796K +$168K +3,698 +28%
PCMM
1908
Piedmont Capital Management (Montana)
Montana
$790K +$48.9K +1,075 +7%
HC
1909
HNP Capital
New York
$788K -$1.5K -33 -0.2%
TPW
1910
Transatlantique Private Wealth
New York
$788K +$79K +1,736 +12%
CWP
1911
Concord Wealth Partners
Virginia
$787K -$232K -5,101 -24%
SIA
1912
Soltis Investment Advisors
Utah
$787K -$50.4K -1,107 -6%
CGA
1913
Crescent Grove Advisors
Illinois
$786K -$8.24K -181 -1%
EFSCE
1914
Enterprise Financial Services Corp (EFSC)
Missouri
$786K -$15.9K -350 -2%
TWD
1915
True Wealth Design
Ohio
$786K +$751K +16,495 New
IWP
1916
Insight Wealth Partners
Texas
$785K – – –
FCFC
1917
First Commonwealth Financial Corp
Pennsylvania
$784K -$12.7K -279 -2%
VRM
1918
Vectors Research Management
New York
$781K -$8.33K -183 -1%
CPA
1919
Cardiff Park Advisors
California
$779K -$30.5K -671 -4%
KIC
1920
Keating Investment Counselors
Florida
$779K +$744K +16,350 New
FW
1921
FirstPurpose Wealth
Utah
$778K +$118K +2,586 +19%
KFC
1922
Klingenstein Fields & Co
New York
$777K -$260K -5,721 -26%
UAML
1923
US Asset Management LLC
Pennsylvania
$777K +$742K +16,311 New
MCM
1924
Maple Capital Management
Vermont
$777K +$8.92K +196 +1%
IIC
1925
Integrated Investment Consultants
Michigan
$775K +$47.1K +1,034 +7%
75 76
77
78 79