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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1451
Pitcairn Wealth Advisors
Pennsylvania
$920K -$404K -3,958 -29%
SOS
1452
Silver Oak Securities
Tennessee
$920K -$121K -1,185 -11%
RT
1453
Rockland Trust
Massachusetts
$920K -$383K -3,760 -28%
GVAG
1454
Great Valley Advisor Group
Delaware
$916K -$40.5K -397 -4%
FMI
1455
F/M Investments
District of Columbia
$915K +$264K +2,586 +37%
PFGIA
1456
Patriot Financial Group Insurance Agency
Massachusetts
$913K -$4.21M -41,247 -81%
EFG
1457
Everhart Financial Group
Ohio
$911K +$131K +1,281 +16%
DT
1458
DV Trading
Illinois
$910K +$651K +6,386 +208%
B
1459
Birchbrook
Maine
$910K -$9.48K -93 -1%
JSL
1460
JT Stratford LLC
Georgia
$907K +$274K +2,687 +40%
SGI
1461
Summit Global Investments
Utah
$905K +$239K +2,341 +33%
EM
1462
ELCO Management
New York
$905K -$27.5K -270 -3%
PCA
1463
Pallas Capital Advisors
Massachusetts
$903K +$186K +1,828 +24%
LC
1464
LCNB Corp
Ohio
$902K +$12.6K +124 +1%
MC
1465
Middleton & Co
Massachusetts
$897K -$15.3K -150 -2%
SW
1466
SVB Wealth
Massachusetts
$896K -$117K -1,146 -11%
HIC
1467
Hartline Investment Corp
Illinois
$896K – – –
EHWM
1468
Eads & Heald Wealth Management
Georgia
$894K -$113K -1,109 -11%
SIC
1469
Salem Investment Counselors
North Carolina
$892K -$117K -1,150 -11%
EM
1470
Excalibur Management
Massachusetts
$892K +$29.7K +291 +3%
TCBWMS
1471
Texas Capital Bank Wealth Management Services
Texas
$891K +$2.75K +27 +0.3%
SDAM
1472
Shulman DeMeo Asset Management
New York
$891K -$1.83K -18 -0.2%
SWP
1473
Summit Wealth Partners
Florida
$890K +$4.28K +42 +0.5%
FBC
1474
Fairfield, Bush & Co
Connecticut
$888K +$394K +3,864 +72%
DDC
1475
DF Dent & Co
Maryland
$888K -$171K -1,680 -15%
57 58
59
60 61