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Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1501
JFS Wealth Advisors
Pennsylvania
$501K -$6.48K -89 -1%
RFO
1502
RiverGlades Family Offices
Florida
$500K – – –
CFN
1503
Cordasco Financial Network
Florida
$497K +$6.99K +96 +1%
SFP
1504
Shepherd Financial Partners
Massachusetts
$496K +$58.9K +808 +14%
SCI
1505
S&CO Inc
Massachusetts
$495K – – –
DFG
1506
Demars Financial Group
Washington
$493K -$4.37K -60 -0.9%
LCS
1507
Levin Capital Strategies
New York
$493K +$182K +2,500 +62%
KFA
1508
Kelleher Financial Advisors
New York
$493K +$478K +6,557 New
IIA
1509
ICW Investment Advisors
Arizona
$491K -$41.7K -572 -8%
BHBT
1510
Burke & Herbert Bank & Trust
Virginia
$491K -$21.9K -300 -4%
WMP
1511
Wealth Management Partners
Arizona
$491K +$57.5K +789 +14%
CNBTD
1512
Citizens National Bank Trust Department
Mississippi
$489K +$34.2K +470 +8%
VCG
1513
Vantage Consulting Group
Virginia
$489K +$145K +1,985 +44%
CC
1514
Copperleaf Capital
North Carolina
$489K +$474K +6,504 New
MS
1515
Madden Securities
Texas
$488K -$6.99K -96 -1%
AIP
1516
Almanack Investment Partners
Pennsylvania
$488K +$90.5K +1,243 +24%
CF
1517
Centaurus Financial
California
$485K -$284K -3,893 -38%
HAS
1518
HBW Advisory Services
California
$483K -$12.1K -166 -3%
CA
1519
Calton & Associates
Florida
$482K -$62.9K -864 -12%
QP
1520
Quilter Plc
United Kingdom
$482K -$35.7K -490 -7%
PPP
1521
Private Portfolio Partners
New Jersey
$482K -$47.9K -658 -9%
BWM
1522
BigSur Wealth Management
Florida
$481K +$102K +1,400 +28%
RB
1523
Renasant Bank
Mississippi
$480K -$111K -1,525 -19%
BPB
1524
Badgley, Phelps & Bell
Washington
$478K +$9.62K +132 +2%
CAG
1525
Csenge Advisory Group
Florida
$477K -$55K -755 -10%
59 60
61
62 63