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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1301
ARS Wealth Advisors
Florida
$628K -$25.7K -366 -4%
PCA
1302
Private Capital Advisors
Connecticut
$628K – – –
DCM
1303
Donaldson Capital Management
Indiana
$628K +$2.81K +40 +0.5%
CF
1304
Copperwynd Financial
Arizona
$627K -$26.3K -374 -4%
RWA
1305
Ropes Wealth Advisors
Massachusetts
$625K -$307K -4,374 -34%
BTW
1306
Boston Trust Walden
Massachusetts
$620K -$18.6K -265 -3%
BIA
1307
Bigelow Investment Advisors
Maine
$619K +$772 +11 +0.1%
BFA
1308
Bragg Financial Advisors
North Carolina
$613K -$109K -1,546 -16%
WEC
1309
Winslow Evans & Crocker
Massachusetts
$612K +$264K +3,754 +84%
BG
1310
Berry Group
Massachusetts
$611K +$578K +8,225 New
SB
1311
Simmons Bank
Arkansas
$609K -$40K -570 -7%
FCM
1312
Fairbanks Capital Management
California
$608K -$116K -1,656 -17%
CBB
1313
Citizens Business Bank
California
$607K – – –
NVIM
1314
New Vernon Investment Management
Illinois
$607K – – –
HC
1315
Hourglass Capital
Texas
$606K – – –
FANJ
1316
Financial Architects (New Jersey)
New Jersey
$605K -$255K -3,627 -31%
WC
1317
Westhampton Capital
North Carolina
$603K +$14K +200 +3%
CPC
1318
Congress Park Capital
New York
$602K – – –
ATC
1319
Adirondack Trust Company
New York
$598K -$19.4K -276 -3%
JCM
1320
Jacobsen Capital Management
Utah
$597K -$4.92K -70 -0.9%
MMPW
1321
Mitchell McLeod Pugh & Williams
Alabama
$593K -$11.3K -161 -2%
FNFDCM
1322
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$591K -$7.02K -100 -1%
PI
1323
Pettee Investors
Connecticut
$591K +$5.62K +80 +1%
QPWM
1324
Quadrant Private Wealth Management
Pennsylvania
$588K -$18.6K -265 -3%
SC
1325
Savant Capital
Illinois
$583K +$47.7K +680 +9%
51 52
53
54 55