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Name Holding Trade Value Shares
Change 		Change in
Stake
EBT
1576
Enterprise Bank & Trust
Massachusetts
$1.07M +$20.3K +189 +2%
OIM
1577
Oder Investment Management
California
$1.07M -$25K -233 -2%
4WM
1578
44 Wealth Management
Oregon
$1.07M +$542K +5,048 +88%
EW
1579
Elyxium Wealth
California
$1.07M +$302K +2,810 +35%
HR
1580
Hardy Reed
Mississippi
$1.06M +$190K +1,769 +20%
HIM
1581
Hillsdale Investment Management
Ontario, Canada
$1.06M +$1.03M +9,540 +830%
DWM
1582
Dynasty Wealth Management
Florida
$1.05M +$113K +1,054 +11%
HPBT
1583
Hickory Point Bank & Trust
Illinois
$1.05M +$23.1K +215 +2%
CWS
1584
Confluence Wealth Services
Pennsylvania
$1.05M -$26.2K -244 -2%
S
1585
SimplyRich
California
$1.05M -$123K -1,146 -10%
RMC
1586
Resources Management Corp
Connecticut
$1.04M -$899K -8,369 -44%
JMFC
1587
J.M. Forbes & Co
Massachusetts
$1.04M -$22.8K -212 -2%
FFN
1588
Focus Financial Network
Minnesota
$1.04M -$24.4K -227 -2%
IIM
1589
Intact Investment Management
Quebec, Canada
$1.04M – – –
CPSC
1590
Carl P. Sherr & Co
Massachusetts
$1.04M -$110K -1,023 -9%
TFS
1591
Thoroughbred Financial Services
Tennessee
$1.04M +$430 +4 +0%
BCG
1592
Breakwater Capital Group
New Jersey
$1.03M +$190K +1,764 +20%
TPW
1593
Talon Private Wealth
Florida
$1.03M -$163K -1,515 -13%
AF
1594
Aldebaran Financial
$1.03M -$7.84K -73 -0.7%
NB
1595
Nicolet Bankshares
Wisconsin
$1.03M +$73.8K +687 +7%
HCM
1596
Howard Capital Management
Georgia
$1.03M -$114K -1,065 -9%
JWA
1597
JFS Wealth Advisors
Pennsylvania
$1.02M -$42.2K -393 -4%
CT
1598
Caldwell Trust
Florida
$1.02M +$113K +1,048 +11%
FRM
1599
Fox Run Management
Connecticut
$1.02M +$1.11M +10,330 New
SFG
1600
Synergy Financial Group
California
$1.02M -$3.87K -36 -0.3%
62 63
64
65 66