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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1476
Cadence Wealth Management
Massachusetts
$272K – – –
CASB
1477
Cape Ann Savings Bank
Massachusetts
$271K -$192K -3,071 -40%
NJIM
1478
Nabity-Jensen Investment Management
Nebraska
$271K -$25.3K -404 -8%
FCB
1479
First County Bank
Connecticut
$270K -$6.25K -100 -2%
SFA
1480
Souders Financial Advisors
Ohio
$269K +$3.44K +55 +1%
CWM
1481
Connecticut Wealth Management
Connecticut
$269K -$162K -2,588 -36%
FIB
1482
First Interstate Bank
Montana
$268K – – –
KFP
1483
Keystone Financial Planning
Ohio
$267K -$3.13K -50 -1%
UAML
1484
US Asset Management LLC
Pennsylvania
$267K -$11.1K -178 -4%
QC
1485
Quent Capital
New York
$266K -$122K -1,953 -30%
DTC
1486
Davidson Trust Company
Washington
$265K -$28K -448 -9%
SVWAG
1487
Sound View Wealth Advisors Group
Georgia
$265K +$57.2K +914 +26%
CNBTD
1488
Citizens National Bank Trust Department
Mississippi
$264K – – –
RDWM
1489
Red Door Wealth Management
Tennessee
$264K +$2.25K +36 +0.8%
IIA
1490
ICW Investment Advisors
Arizona
$263K -$11.3K -181 -4%
ZIM
1491
Zacks Investment Management
Illinois
$262K -$229K -3,662 -45%
RFG
1492
RFP Financial Group
Georgia
$261K -$6.07K -97 -2%
WDA
1493
Wendell David Associates
New Hampshire
$261K -$61.6K -985 -18%
FPCG
1494
Forum Private Client Group
Indiana
$261K +$3.82K +61 +1%
JWA
1495
JFS Wealth Advisors
Pennsylvania
$260K -$21.4K -342 -7%
FRM
1496
Fox Run Management
Connecticut
$260K +$39.9K +638 +17%
WIA
1497
Wetzel Investment Advisors
Indiana
$260K +$2.31K +37 +1%
FIM
1498
Freedom Investment Management
Connecticut
$260K -$15.3K -245 -5%
VAM
1499
Verity Asset Management
North Carolina
$260K -$211K -3,375 -43%
PFA
1500
Petra Financial Advisors
Colorado
$259K -$12.6K -201 -4%
58 59
60
61 62