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Name Holding Trade Value Shares
Change 		Change in
Stake
T
1401
TOBAM
France
$733K +$46.2K +551 +6%
FWM
1402
Forza Wealth Management
Florida
$733K – – –
CWM
1403
Chesapeake Wealth Management
Virginia
$727K +$66.7K +796 +9%
LW
1404
Lauer Wealth
Indiana
$726K +$836K +9,971 New
ITIM
1405
Indiana Trust & Investment Management
Indiana
$726K -$2.1K -25 -0.3%
FNBTCON
1406
First National Bank & Trust Co of Newtown
Pennsylvania
$723K – – –
CBNLCF
1407
Cognios Beta Neutral Large Cap Fund
Kansas
$723K +$45.6K +544 +6%
AAM
1408
AMI Asset Management
California
$723K +$188K +2,246 +30%
VFA
1409
Voya Financial Advisors
Connecticut
$721K -$71.4K -851 -8%
NCM
1410
Northside Capital Management
Oregon
$721K – – –
HAG
1411
HF Advisory Group
Maryland
$720K +$123K +1,472 +18%
CFGS
1412
Concourse Financial Group Securities
Alabama
$720K -$37.8K -451 -4%
ICP
1413
Interchange Capital Partners
Pennsylvania
$720K +$626K +7,469 +336%
SM
1414
Sciencast Management
New Jersey
$718K +$878K +10,475 New
CANY
1415
Caxton Associates (New York)
New York
$715K +$135K +1,607 +20%
RT
1416
Rockland Trust
Massachusetts
$712K -$35.3K -421 -4%
NP
1417
Nilsine Partners
Colorado
$712K +$803K +9,578 New
FFWA
1418
FRG Family Wealth Advisors
Washington
$710K -$69.6K -830 -8%
WG
1419
Winton Group
United Kingdom
$710K +$802K +9,559 New
HI
1420
Harbour Investments
Wisconsin
$710K -$21K -251 -3%
GIA
1421
Gladstone Institutional Advisory
Florida
$706K +$24.6K +293 +3%
PWPS
1422
Pinnacle Wealth Planning Services
Ohio
$702K +$71.4K +852 +10%
FCA
1423
FLC Capital Advisors
California
$701K -$4.19K -50 -0.5%
JDR
1424
Jay D. Rosenbaum
$697K +$78.1K +931 +11%
AWA
1425
Aaron Wealth Advisors
Illinois
$694K -$122K -1,450 -13%
55 56
57
58 59