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Name Holding Trade Value Shares
Change 		Change in
Stake
NP
1726
NorthRock Partners
Minnesota
$387K +$89.5K +842 +28%
CF
1727
Corrigan Financial
Rhode Island
$387K +$13.5K +127 +3%
CAM
1728
Congress Asset Management
Massachusetts
$385K -$15.5K -146 -4%
SFP
1729
Shepherd Financial Partners
Massachusetts
$384K +$92.2K +868 +29%
WPW
1730
Winthrop Partners - WNY
New York
$383K – – –
MC
1731
Montag & Caldwell
Georgia
$382K – – –
TFF
1732
The Family Firm
Maryland
$381K +$5.31K +50 +1%
KA
1733
KLCM Advisors
Wisconsin
$381K +$26.6K +250 +7%
RHFI
1734
Reilly Herbert Faulkner III
$380K -$2.44K -23 -0.6%
FBT
1735
First Bank & Trust
South Dakota
$379K -$4.89K -46 -1%
AWA
1736
Acorn Wealth Advisors
Michigan
$377K +$319 +3 +0.1%
WPA
1737
Winning Points Advisors
Florida
$376K -$10.6K -100 -3%
PK
1738
Pflug Koory
Nebraska
$376K -$1.06K -10 -0.3%
KTA
1739
Keeley-Teton Advisors
Illinois
$376K +$1.59K +15 +0.4%
JGIA
1740
Jackson Grant Investment Advisers
Connecticut
$375K +$8.82K +83 +2%
SMFG
1741
Sumitomo Mitsui Financial Group
Japan
$374K +$395K +3,720 New
CPA
1742
Clear Perspective Advisors
Illinois
$372K -$336K -3,160 -46%
SWM
1743
Segment Wealth Management
Texas
$369K -$33.4K -314 -8%
RFM
1744
Royal Fund Management
Florida
$369K +$89.5K +842 +30%
JGUA
1745
John G. Ullman & Associates
New York
$367K -$5.31K -50 -1%
AC
1746
Addison Capital
Pennsylvania
$360K -$6.48K -61 -2%
FPCP
1747
Fort Point Capital Partners
California
$360K +$381K +3,585 New
KWA
1748
KCS Wealth Advisory
California
$359K -$49.1K -462 -11%
UBV
1749
United Bank (Virginia)
Virginia
$359K -$16.6K -156 -4%
OFW
1750
Omnia Family Wealth
Florida
$359K -$8.71K -82 -2%
68 69
70
71 72