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Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
1626
Good Life Advisors
Pennsylvania
$864K -$32.7K -282 -3%
SFM
1627
Signet Financial Management
New Jersey
$863K – – –
FBFS
1628
First Business Financial Services
Wisconsin
$861K +$344K +2,970 +60%
FCB
1629
First Command Bank
Texas
$854K -$68K -587 -7%
FCFS
1630
First Command Financial Services
Texas
$854K -$68K -587 -7%
ADL
1631
Asset Dedication LLC
California
$854K +$36.3K +313 +4%
PFBT
1632
Parkside Financial Bank & Trust
Missouri
$853K +$85.1K +735 +10%
BWCS
1633
Beirne Wealth Consulting Services
Connecticut
$852K +$907K +7,828 New
DA
1634
Doliver Advisors
Texas
$844K -$3.48K -30 -0.4%
NEPWA
1635
New England Private Wealth Advisors
Massachusetts
$839K +$30.9K +267 +4%
LPWM
1636
Lake Point Wealth Management
Texas
$837K +$891K +7,694 New
RC
1637
RBO & Co
California
$836K – – –
AP
1638
Appleton Partners
Massachusetts
$834K +$21.7K +187 +3%
FFS
1639
Founders Financial Securities
Maryland
$830K -$34.2K -295 -4%
SCM
1640
SOL Capital Management
Maryland
$828K – – –
SC
1641
Searle & Co
Connecticut
$827K +$23.2K +200 +3%
VNB
1642
Virginia National Bank
Virginia
$823K -$1.04K -9 -0.1%
DE
1643
Day & Ennis
Georgia
$823K +$811 +7 +0.1%
WA
1644
Wheatland Advisors
Pennsylvania
$821K -$17.4K -150 -2%
EIP
1645
Ellis Investment Partners
Pennsylvania
$817K +$860K +7,426 New
SC
1646
Sawyer & Company
Massachusetts
$816K -$16.2K -140 -2%
KPW
1647
Kore Private Wealth
New York
$815K +$868K +7,494 New
EA
1648
Elm Advisors
California
$814K -$83.4K -720 -9%
BCP
1649
Berkeley Capital Partners
Georgia
$813K +$541K +4,667 +167%
TF
1650
Tompkins Financial
New York
$811K -$182K -1,568 -17%
64 65
66
67 68