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Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
2051
S&CO Inc
Massachusetts
$236K – – –
EBA
2052
Eagle Bay Advisors
New York
$235K -$8.12K -82 -3%
LNB
2053
Ledyard National Bank
$235K – – –
SFG
2054
Sunburst Financial Group
Alabama
$235K +$244K +2,468 New
SAM
2055
Synergy Asset Management
Washington
$234K +$242K +2,446 New
CA
2056
Cambridge Advisors
Nebraska
$233K -$14.7K -149 -6%
MAM
2057
McLean Asset Management
Virginia
$233K +$99 +1 +0%
CIR
2058
Clear Investment Research
Georgia
$229K – – –
SICM
2059
Sustainable Insight Capital Management
New York
$228K +$4.16K +42 +2%
PD
2060
Planning Directions
Pennsylvania
$228K +$5.15K +52 +2%
BAS
2061
Brown Advisory Securities
Maryland
$227K -$516K -5,208 -69%
TIA
2062
Tandem Investment Advisors
South Carolina
$227K +$5.64K +57 +2%
GAA
2063
Global Assets Advisory
Florida
$227K +$237K +2,392 New
UF
2064
Univest Financial
Pennsylvania
$226K -$3.86M -39,004 -94%
SIS
2065
Sound Income Strategies
Florida
$226K +$27.6K +279 +13%
WH
2066
Willner & Heller
California
$225K -$14.9K -151 -6%
PWM
2067
PRW Wealth Management
Massachusetts
$225K +$5.94K +60 +3%
CT
2068
Colonial Trust
South Carolina
$225K +$233K +2,355 New
CRC
2069
Curi RMB Capital
Illinois
$225K +$234K +2,364 New
BBW
2070
Blue Barn Wealth
Utah
$224K +$10.7K +108 +5%
CA
2071
Centerpoint Advisors
Massachusetts
$223K +$19.8K +200 +9%
ICP
2072
Interchange Capital Partners
Pennsylvania
$222K -$22.4K -226 -9%
SEEDPG
2073
S.E.E.D. Planning Group
New York
$222K -$6.24K -63 -3%
MFGM
2074
Marshall Financial Group (Maryland)
Maryland
$221K -$7.82K -79 -3%
GA
2075
GFS Advisors
Texas
$220K – – –
81 82
83
84 85