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Name Holding Trade Value Shares
Change 		Change in
Stake
JGUA
1776
John G. Ullman & Associates
New York
$422K -$5.57K -50 -1%
QCMC
1777
Quantum Capital Management (California)
California
$422K +$11.2K +101 +3%
HA
1778
Hamel Associates
New Jersey
$422K +$58.4K +525 +17%
SCI
1779
Stableford Capital II
Arizona
$421K -$37.1K -333 -8%
SFP
1780
Shepherd Financial Partners
Massachusetts
$420K – – –
AF
1781
Alerus Financial
North Dakota
$418K -$36.7K -330 -8%
WPA
1782
Winning Points Advisors
Florida
$418K -$23.6K -212 -6%
SFG
1783
Sather Financial Group
Texas
$416K – – –
ADMI
1784
Albert D. Mason Inc
Massachusetts
$415K -$54.4K -489 -12%
OFW
1785
Omnia Family Wealth
Florida
$413K – – –
BFG
1786
Barber Financial Group
Kansas
$413K +$16.7K +150 +4%
MWM
1787
Modera Wealth Management
New Jersey
$413K +$103K +922 +35%
MIM
1788
Miller Investment Management
Pennsylvania
$412K – – –
TAM
1789
Trillium Asset Management
Massachusetts
$410K -$74.9K -673 -16%
KA
1790
Klingman & Associates
New York
$410K +$111 +1 +0%
WPW
1791
Winthrop Partners - WNY
New York
$408K -$39K -350 -9%
BMM
1792
Buffington Mohr McNeal
Idaho
$408K +$43.2K +388 +13%
SFG
1793
StrategIQ Financial Group
Indiana
$407K -$49.3K -443 -11%
RPAM
1794
Rhenman & Partners Asset Management
Sweden
$407K – – –
SWK
1795
Stephen W. Kidder
$407K +$24.5K +220 +7%
CNB
1796
Camden National Bank
Maine
$406K -$21.1K -190 -5%
IUHSA
1797
Itau Unibanco Holding S.A.
Brazil
$403K -$339K -3,048 -47%
AA
1798
Apriem Advisors
California
$403K +$11.4K +102 +3%
JFA
1799
JNBA Financial Advisors
Minnesota
$401K -$2.35M -21,129 -86%
AOWM
1800
Alpha Omega Wealth Management
Virginia
$401K -$5.57K -50 -1%
70 71
72
73 74