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Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
2051
Aureus Asset Management
Massachusetts
$1.05M -$77.3K -519 -7%
DG
2052
DMC Group
Alabama
$1.05M +$25.9K +174 +3%
WTA
2053
Washington Trust Advisors
Massachusetts
$1.05M +$595 +4 +0.1%
EFM
2054
Eley Financial Management
Vermont
$1.05M +$6.1K +41 +0.6%
JWCA
2055
J.W. Coons Advisors
Ohio
$1.05M – – –
KIM
2056
Kestra Investment Management
Texas
$1.04M +$1.05M +7,080 New
WWM
2057
Waterway Wealth Management
Texas
$1.04M +$53.3K +358 +5%
CHP
2058
Cable Hill Partners
Oregon
$1.04M +$118K +795 +13%
SIS
2059
Sound Income Strategies
Florida
$1.04M +$138K +928 +15%
AWM
2060
Accel Wealth Management
Iowa
$1.03M -$77K -517 -7%
PPG
2061
Peak Planning Group
Colorado
$1.03M +$1.64K +11 +0.2%
BEAM
2062
Baker Ellis Asset Management
Washington
$1.03M -$152K -1,018 -13%
IPW
2063
Impact Partnership Wealth
Georgia
$1.03M +$95.6K +642 +10%
ASBI
2064
American State Bank (Iowa)
Iowa
$1.03M -$20.5K -138 -2%
ITIM
2065
Indiana Trust & Investment Management
Indiana
$1.03M -$63.4K -426 -6%
NQWM
2066
Northwest Quadrant Wealth Management
Oregon
$1.02M +$7.74K +52 +0.8%
SHF
2067
Safe Harbor Fiduciary
Florida
$1.02M +$1.03M +6,942 New
AFM
2068
Abbot Financial Management
Massachusetts
$1.02M +$1.49K +10 +0.1%
BIC
2069
Beach Investment Counsel
Pennsylvania
$1.02M -$106K -710 -9%
CCG
2070
Catalina Capital Group
California
$1.02M -$55.2K -371 -5%
CVA
2071
Central Valley Advisors
California
$1.02M +$28.3K +190 +3%
SFS
2072
Sharp Financial Services
Pennsylvania
$1.02M +$91.2K +613 +10%
ICM
2073
IMS Capital Management
Oregon
$1.02M +$447 +3 +0%
HBW
2074
Hazlett, Burt & Watson
West Virginia
$1.01M +$61.9K +416 +6%
AFP
2075
Ausdal Financial Partners
Iowa
$1.01M -$367K -2,468 -26%
81 82
83
84 85