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Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
726
Bradley Foster & Sargent
Connecticut
$1M -$104K -1,850 -8%
KWA
727
Kingswood Wealth Advisors
California
$1M -$599K -10,682 -32%
TCM
728
Tandem Capital Management
New Jersey
$1M +$1.25M +22,315 New
RA
729
Ransom Advisory
Rhode Island
$1M -$49.6K -885 -4%
HPC
730
HM Payson & Co
Maine
$1,000K -$680K -12,119 -35%
PWP
731
Principle Wealth Partners
Connecticut
$992K -$93.9K -1,674 -7%
SAM
732
Sectoral Asset Management
Quebec, Canada
$988K -$196K -3,500 -14%
MTIC
733
Missouri Trust & Investment Company
Missouri
$985K -$288K -5,129 -19%
FMWA
734
Forvis Mazars Wealth Advisors
Missouri
$985K -$256K -4,562 -17%
WBC
735
Westpac Banking Corp
Australia
$983K -$854K -15,217 -41%
BG
736
Bellevue Group
Switzerland
$981K -$12.5K -222 -1%
CC
737
Courier Capital
New York
$980K -$173K -3,082 -12%
MOS
738
MGO One Seven
Ohio
$964K +$48.7K +868 +4%
BG
739
Bollard Group
Massachusetts
$964K -$411K -7,328 -25%
SC
740
Stolper & Co
Oklahoma
$962K -$137K -2,438 -10%
IA
741
IFP Advisors
Florida
$961K +$573K +10,222 +91%
LF
742
LifePlan Financial
Minnesota
$946K -$49K -874 -4%
EB
743
Eastern Bank
Massachusetts
$939K -$394K -7,017 -25%
NBT
744
Northwest Bank & Trust
Iowa
$935K +$4.04K +72 +0.5%
WBWA
745
William B. Walkup & Associates
South Carolina
$929K -$33.9K -605 -3%
BAM
746
Boyar Asset Management
New York
$928K -$63.5K -1,132 -5%
SC
747
Sawyer & Company
Massachusetts
$926K -$18K -320 -2%
EFS
748
Essex Financial Services
Connecticut
$922K -$48.8K -869 -4%
BMO
749
Beck Mack & Oliver
New York
$917K +$13K +232 +1%
DILIC
750
Dai-ichi Life Insurance Company
Japan
$907K – – –
28 29
30
31 32