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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
826
Herold Advisors
New York
$222K +$229K +3,200 New
HPC
827
HM Payson & Co
Maine
$221K – – –
GIM
828
Greylin Investment Management
Virginia
$220K -$5.73K -80 -2%
CA
829
Calton & Associates
Florida
$220K +$502 +7 +0.2%
TAM
830
Townsend Asset Management
North Carolina
$219K – – –
BW
831
Bison Wealth
Georgia
$217K -$32.2K -449 -13%
SFA
832
Sequoia Financial Advisors
Ohio
$216K -$278K -3,878 -56%
PCA
833
Pallas Capital Advisors
Massachusetts
$216K -$9.24K -129 -4%
BPWM
834
Badgley Phelps Wealth Managers
Washington
$216K +$222K +3,098 New
DIP
835
DT Investment Partners
Pennsylvania
$215K +$221K +3,090 New
TCWM
836
Total Clarity Wealth Management
Illinois
$215K +$222K +3,092 New
FIM
837
Fruth Investment Management
Texas
$214K – – –
MC
838
Moors & Cabot
Massachusetts
$214K – – –
AF
839
Advisornet Financial
Minnesota
$212K +$198K +2,768 +1,033%
IWC
840
Integrated Wealth Concepts
Massachusetts
$212K +$218K +3,044 New
AWA
841
Aaron Wealth Advisors
Illinois
$210K – – –
TBA
842
Tower Bridge Advisors
Pennsylvania
$209K – – –
MSFP
843
Mark Sheptoff Financial Planning
Connecticut
$209K -$43K -600 -17%
BFM
844
Boston Financial Management
Massachusetts
$209K – – –
WTC
845
WhitTier Trust Company
Nevada
$209K – – –
FIA
846
Foundations Investment Advisors
Arizona
$209K +$214K +2,984 New
CT
847
Columbia Trust
Oregon
$209K +$215K +2,997 New
LFF
848
Level Four Financial
Texas
$207K +$213K +2,970 New
HFG
849
Heron Financial Group
New York
$206K – – –
LRIA
850
Leonard Rickey Investment Advisors
Washington
$205K +$4.95K +69 +2%
32 33
34
35 36