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Name Holding Trade Value Shares
Change 		Change in
Stake
T
1801
TRUADVICE
Florida
$638K -$116K -1,184 -17%
AFS
1802
Axiom Financial Strategies
Indiana
$638K -$19.7K -202 -3%
CA
1803
Claro Advisors
Massachusetts
$638K +$24K +246 +4%
EWA
1804
Encompass Wealth Advisors
Oregon
$637K -$30.9K -316 -5%
DTC
1805
Davidson Trust Company
Washington
$636K -$14.9K -153 -2%
CSPIA
1806
Cary Street Partners Investment Advisory
Virginia
$635K -$2.27M -23,226 -79%
JWA
1807
JFS Wealth Advisors
Pennsylvania
$634K -$19.2K -197 -3%
WFM
1808
Wolff Financial Management
Michigan
$632K -$4.69K -48 -0.8%
III
1809
Independent Investors Inc
New York
$631K – – –
LWMM
1810
Legacy Wealth Management (Mississippi)
Mississippi
$630K +$32.7K +335 +6%
CL
1811
COWA LLC
Oklahoma
$629K -$4.39K -45 -0.7%
FNBOSM
1812
First National Bank of South Miami
Florida
$628K +$95.8K +981 +20%
FCB
1813
First Command Bank
Texas
$626K -$64.4K -660 -10%
FCFS
1814
First Command Financial Services
Texas
$626K -$64.4K -660 -10%
MCM
1815
Maple Capital Management
Vermont
$625K -$6.29M -64,415 -92%
WP
1816
WealthPLAN Partners
Nebraska
$623K -$10.3K -106 -2%
JGUA
1817
John G. Ullman & Associates
New York
$623K – – –
GFS
1818
GYL Financial Synergies
Connecticut
$622K -$38.2K -391 -6%
CCM
1819
Chickasaw Capital Management
Tennessee
$622K -$4.88K -50 -0.8%
BC
1820
Bridgefront Capital
Texas
$621K -$1.24M -12,743 -68%
HIP
1821
HUB Investment Partners
Texas
$620K +$59.7K +611 +12%
TF
1822
Tompkins Financial
New York
$619K -$20.1K -206 -3%
RIG
1823
Roosevelt Investment Group
New York
$619K +$10.8K +111 +2%
PCP
1824
Proficio Capital Partners
Massachusetts
$619K +$142K +1,457 +33%
OF
1825
Outfitter Financial
Maine
$618K – – –
71 72
73
74 75