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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2051
Apexium Financial
Texas
$698K -$215K -4,305 -24%
DTC
2052
Davidson Trust Company
Washington
$690K +$9.98K +200 +1%
DWAM
2053
Duncan Williams Asset Management
Tennessee
$690K +$689K +13,819 New
PIA
2054
Pinion Investment Advisors
Kansas
$689K -$1.15K -23 -0.2%
CCG
2055
Catalina Capital Group
California
$688K +$317K +6,361 +86%
GAMC
2056
Garner Asset Management Corp
Texas
$687K +$44.2K +885 +7%
SPC
2057
Spirepoint Private Client
Florida
$686K +$686K +13,744 New
OWA
2058
Opal Wealth Advisors
New York
$685K -$130K -2,614 -16%
ERIM
2059
Eagle Ridge Investment Management
Connecticut
$684K +$190K +3,817 +39%
KFA
2060
Kelleher Financial Advisors
New York
$683K +$175K +3,500 +34%
AAG
2061
Accordant Advisory Group
Maryland
$682K +$682K +13,673 New
SFG
2062
Sunburst Financial Group
Alabama
$681K +$32.1K +643 +5%
EA
2063
Eudaimonia Advisors
Tennessee
$680K +$18.4K +368 +3%
NAMM
2064
NorthStar Asset Management (Massachusetts)
Massachusetts
$680K – – –
GEA
2065
Glen Eagle Advisors
New Jersey
$679K -$8.53K -171 -1%
RFG
2066
RFP Financial Group
Georgia
$679K -$199K -3,988 -23%
MCM
2067
Maple Capital Management
Vermont
$678K +$9.43K +189 +1%
BMC
2068
Beaton Management Company
Massachusetts
$678K – – –
PCM
2069
Palouse Capital Management
Washington
$678K +$677K +13,578 New
AFC
2070
AFT Forsyth & Company
Florida
$676K -$120K -2,400 -15%
AWM
2071
Angeles Wealth Management
California
$675K +$71.2K +1,428 +12%
CG
2072
Clifford Group
Massachusetts
$674K +$84.6K +1,695 +14%
NBT
2073
Northwest Bank & Trust
Iowa
$673K -$200 -4 -0%
RZH
2074
Relyea Zuckerberg Hanson
Connecticut
$673K +$28.1K +564 +4%
GHA
2075
Granite Harbor Advisors
Texas
$672K +$1.6K +32 +0.2%
81 82
83
84 85