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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
901
TriaGen Wealth Management
California
$870K -$9.39K -137 -1%
GIC
902
Generali Investments CEE
Czech Republic
$867K – – –
MMM
903
Mendel Money Management
Illinois
$864K +$6.85K +100 +0.9%
SMC
904
Smith, Moore & Co
Missouri
$861K +$13.4K +195 +2%
MA
905
Montag & Associates
Georgia
$856K +$822 +12 +0.1%
WFS
906
Widmann Financial Services
Maryland
$853K – – –
WPC
907
Waters Parkerson & Co
Louisiana
$852K -$5.83K -85 -0.7%
EHWM
908
Eads & Heald Wealth Management
Georgia
$850K -$26.7K -390 -3%
BC
909
Broadwater Capital
Massachusetts
$845K -$52.2M -762,056 -99%
PCS
910
Personal CFO Solutions
New Jersey
$842K +$19.9K +291 +3%
AAIS
911
ABN AMRO Investment Solutions
$837K -$123K -1,801 -14%
AC
912
Addison Capital
Pennsylvania
$832K -$47.4K -692 -6%
GSB
913
Greenfield Savings Bank
Massachusetts
$832K -$244K -3,554 -24%
UB
914
UMB Bank
Missouri
$828K -$119K -1,743 -14%
FFN
915
Focus Financial Network
Minnesota
$826K -$32.9K -480 -4%
HFM
916
Hartford Financial Management
Connecticut
$819K -$25.8K -377 -3%
FTWA
917
Fifth Third Wealth Advisors
Ohio
$817K -$1.99K -29 -0.3%
CIA
918
Choate Investment Advisors
Massachusetts
$816K -$425K -6,196 -36%
LSA
919
Lion Street Advisors
Texas
$812K +$50K +730 +9%
TA
920
Tectonic Advisors
Texas
$809K -$154K -2,248 -17%
CTC
921
Central Trust Company
Missouri
$804K -$128K -1,873 -15%
SFWA
922
Summit Financial Wealth Advisors
Louisiana
$804K +$53.3K +777 +8%
PK
923
Pflug Koory
Nebraska
$802K – – –
NICM
924
Neo Ivy Capital Management
New York
$801K +$642K +9,372 +747%
FNBT
925
FineMark National Bank & Trust
Florida
$800K +$70.7K +1,032 +11%
35 36
37
38 39