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Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1901
Plancorp LLC
Missouri
$636K +$3.19K +29 +0.5%
TP
1902
TritonPoint Partners
Maryland
$635K +$611K +5,549 New
TAM
1903
Trillium Asset Management
Massachusetts
$635K -$136K -1,232 -19%
FP
1904
Financial Perspectives
Minnesota
$635K – – –
NSB
1905
Norway Savings Bank
Maine
$634K -$32.5K -295 -5%
GWM
1906
Gilpin Wealth Management
Colorado
$633K +$613K +5,564 New
GSIS
1907
Global Strategic Investment Solutions
Arizona
$630K +$441 +4 +0.1%
FWA
1908
Fidelis Wealth Advisors
Colorado
$630K +$610K +5,539 New
BBA
1909
BLB&B Advisors
Pennsylvania
$628K -$881 -8 -0.1%
MLFP
1910
MPS Loria Financial Planners
Illinois
$627K – – –
SWIM
1911
Smallwood Wealth Investment Management
New Jersey
$627K -$7.82K -71 -1%
4WM
1912
44 Wealth Management
Oregon
$626K -$78.6K -714 -11%
WIM
1913
Westside Investment Management
California
$626K -$24.4K -222 -4%
TA
1914
TCM Advisors
West Virginia
$626K – – –
DIM
1915
Delta Investment Management
California
$625K -$12.7K -115 -2%
ZIG
1916
Zullo Investment Group
Pennsylvania
$625K -$10.1K -92 -2%
HWA
1917
HHM Wealth Advisors
Tennessee
$624K -$110 -1 -0%
NWMG
1918
National Wealth Management Group
Ohio
$622K -$25.1K -228 -4%
GHI
1919
Gross & Hartman Investments
Pennsylvania
$622K +$602K +5,468 New
VPW
1920
Variant Private Wealth
Virginia
$622K -$478K -4,343 -44%
NCTC
1921
New Covenant Trust Company
Indiana
$621K +$4.96K +45 +0.8%
CIC
1922
Crawford Investment Counsel
Georgia
$620K -$40.3K -366 -6%
PPW
1923
Presilium Private Wealth
Pennsylvania
$619K +$1.98K +18 +0.3%
NCM
1924
Novare Capital Management
North Carolina
$619K -$14K -127 -2%
BAAM
1925
Baker Avenue Asset Management
California
$616K -$156K -1,419 -21%
75 76
77
78 79