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Name Holding Trade Value Shares
Change 		Change in
Stake
SWS
1576
SYSTM Wealth Solutions
Illinois
$2.13M -$1.85M -11,435 -48%
TCM
1577
Traynor Capital Management
Pennsylvania
$2.13M +$89.5K +554 +5%
WT
1578
Washington Trust
Rhode Island
$2.11M -$109K -675 -5%
TA
1579
TrueWealth Advisors
Alabama
$2.11M -$79.3K -491 -4%
MHI
1580
Miller Howard Investments
New York
$2.11M -$4.04K -25 -0.2%
DAM
1581
Delta Asset Management
Tennessee
$2.1M – – –
SAM
1582
Smithbridge Asset Management
Pennsylvania
$2.1M – – –
KC
1583
Knuff & Co
California
$2.1M – – –
SAM
1584
Secure Asset Management
Michigan
$2.1M -$279K -1,725 -12%
CPRC
1585
Consolidated Portfolio Review Corp
New York
$2.1M +$90.3K +559 +5%
MMM
1586
Mendel Money Management
Illinois
$2.1M -$82.5K -511 -4%
PFBT
1587
Parkside Financial Bank & Trust
Missouri
$2.09M +$387K +2,396 +24%
DJSG
1588
D.J. St. Germain
Massachusetts
$2.09M +$51.8K +321 +3%
PCWA
1589
Pacific Capital Wealth Advisors
California
$2.09M – – –
WMP
1590
Wealth Management Partners
Arizona
$2.09M +$68.3K +423 +4%
AWP
1591
Ascent Wealth Partners
New York
$2.08M -$56.2K -348 -3%
AW
1592
Alaethes Wealth
Nevada
$2.08M +$19.1K +118 +1%
AIM
1593
Aigen Investment Management
New York
$2.08M +$1.99M +12,347 New
GSB
1594
Greenfield Savings Bank
Massachusetts
$2.08M -$29.6K -183 -1%
MMHP
1595
Murphy Middleton Hinkle & Parker
Georgia
$2.08M +$808 +5 +0%
SFFS
1596
Stonehage Fleming Financial Services
Jersey
$2.07M -$46K -285 -2%
LCWP
1597
Legacy Capital Wealth Partners
Arkansas
$2.07M +$1.98M +12,270 New
BHBT
1598
Burke & Herbert Bank & Trust
Virginia
$2.06M -$167K -1,034 -8%
HIC
1599
Holderness Investments Company
North Carolina
$2.06M +$83.5K +517 +4%
AA
1600
Aire Advisors
California
$2.06M -$162 -1 -0%
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