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Name Holding Trade Value Shares
Change 		Change in
Stake
PFSC
1951
Peoples Financial Services Corp
Pennsylvania
$615K – – –
LSPW
1952
Lake Street Private Wealth
Illinois
$614K -$33.7K -356 -5%
KWA
1953
Kingswood Wealth Advisors
California
$614K +$651K +6,874 New
AWA
1954
Acorn Wealth Advisors
Michigan
$614K +$45.5K +480 +8%
EAM
1955
EdenTree Asset Management
United Kingdom
$611K +$649K +6,850 New
JIR
1956
James Investment Research
Ohio
$610K -$143K -1,507 -18%
WAG
1957
Wallace Advisory Group
California
$610K – – –
FCT
1958
First Community Trust
Iowa
$610K -$3.79K -40 -0.6%
LP
1959
LGL Partners
Pennsylvania
$610K +$33.7K +356 +5%
VNA
1960
Valley National Advisers
Pennsylvania
$609K -$63.9K -675 -9%
AFA
1961
American Financial Advisors
Georgia
$606K -$56.1K -592 -8%
BFG
1962
Beacon Financial Group
Texas
$605K -$86.2K -910 -12%
OL
1963
Optas LLC
Texas
$604K +$40.2K +424 +7%
ISWM
1964
Independent Solutions Wealth Management
New York
$604K -$12.5K -132 -2%
CNC
1965
Citizens & Northern Corp
Pennsylvania
$603K -$5.59K -59 -0.9%
WFA
1966
Wellspring Financial Advisors
Ohio
$603K +$304K +3,210 +91%
AAM
1967
Aureus Asset Management
Massachusetts
$603K -$118K -1,250 -16%
WA
1968
WealthTrust Axiom
Pennsylvania
$601K -$65K -686 -9%
BCP
1969
Blackhawk Capital Partners
Wisconsin
$601K -$1.59M -16,802 -71%
LNB
1970
Ledyard National Bank
$600K +$34.4K +363 +6%
PMFA
1971
Plante Moran Financial Advisors
Michigan
$600K +$104K +1,095 +19%
BP
1972
BBR Partners
New York
$600K -$54.6K -576 -8%
QCM
1973
Qsemble Capital Management
New York
$598K +$635K +6,700 New
SSWM
1974
Sheets Smith Wealth Management
North Carolina
$595K +$5.12K +54 +0.8%
GSB
1975
Greenfield Savings Bank
Massachusetts
$594K -$38K -401 -6%
77 78
79
80 81