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Name Holding Trade Value Shares
Change 		Change in
Stake
FNBTCON
976
First National Bank & Trust Co of Newtown
Pennsylvania
$641K – – –
EL
977
Essex LLC
Illinois
$640K +$314K +4,787 +107%
LFAS
978
Level Four Advisory Services
Texas
$633K -$9.01M -137,431 -94%
FHA
979
First Horizon Advisors
Tennessee
$630K -$18.8K -286 -3%
CPW
980
Cove Private Wealth
New York
$628K – – –
RBI
981
Raiffeisen Bank International
Austria
$626K -$22.2K -339 -3%
NDSI
982
Newman Dignan & Sheerar Inc
Rhode Island
$625K -$19.3K -295 -3%
GWMR
983
GC Wealth Management RIA
Massachusetts
$624K +$152K +2,312 +34%
PA
984
Persium Advisors
Georgia
$622K +$51.5K +785 +10%
SSWM
985
Smith Salley Wealth Management
North Carolina
$621K +$18K +275 +3%
FWM
986
Forza Wealth Management
Florida
$620K +$30.5K +465 +5%
LWCFA
987
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$619K – – –
EHC
988
Everett Harris & Co
California
$615K -$65.6K -1,000 -10%
ST
989
Spinnaker Trust
Maine
$615K – – –
PI
990
Pettee Investors
Connecticut
$613K -$206K -3,135 -26%
AEPWM
991
Atlantic Edge Private Wealth Management
Florida
$613K +$3.02K +46 +0.5%
CT
992
Chicago Trust
Illinois
$606K -$143K -2,175 -20%
ATC
993
Adirondack Trust Company
New York
$602K -$20.9K -319 -4%
IHL
994
Investment House LLC
California
$601K +$32.8K +500 +6%
UAS
995
United Asset Strategies
New York
$600K -$15.3K -233 -3%
SJIM
996
St. Johns Investment Management
Florida
$598K -$48.2K -735 -8%
BCM
997
Boltwood Capital Management
California
$594K -$3.93K -60 -0.7%
CBA
998
Coastal Bridge Advisors
Connecticut
$592K +$85.3K +1,301 +18%
GWM
999
Geneos Wealth Management
Colorado
$590K +$173K +2,642 +45%
MFA
1000
Mayflower Financial Advisors
Massachusetts
$588K +$1.51K +23 +0.3%
38 39
40
41 42