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EBAY

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
851
Moors & Cabot
Massachusetts
$214K +$191K +3,044 New
BI
852
Berkeley Inc
Idaho
$211K +$189K +3,009 New
BFM
853
Boston Financial Management
Massachusetts
$211K +$188K +3,000 New
AWA
854
Aaron Wealth Advisors
Illinois
$211K +$189K +3,018 New
TBA
855
Tower Bridge Advisors
Pennsylvania
$211K +$188K +3,000 New
WTC
856
WhitTier Trust Company
Nevada
$210K +$564 +9 +0.3%
HFG
857
Heron Financial Group
New York
$208K +$186K +2,959 New
LRIA
858
Leonard Rickey Investment Advisors
Washington
$207K +$180K +2,872 New
MC
859
Maverick Capital
Texas
$206K -$181K -2,891 -50%
QP
860
Quilter Plc
United Kingdom
$206K +$184K +2,932 New
PCA
861
Pallas Capital Advisors
Massachusetts
$204K +$188K +2,995 New
PWPS
862
Pinnacle Wealth Planning Services
Ohio
$201K +$180K +2,864 New
SWM
863
SeaCrest Wealth Management
New York
$200K +$178K +2,844 New
CIAS
864
CBIZ Investment Advisory Services
Ohio
$197K – – –
ADL
865
Asset Dedication LLC
California
$189K +$17.1K +272 +11%
PFGIA
866
Patriot Financial Group Insurance Agency
Massachusetts
$185K +$56.4K +900 +52%
FF
867
FourThought Financial
Florida
$182K -$7.09K -113 -4%
BDWM
868
Brewin Dolphin Wealth Management
Ireland
$176K – – –
FWM
869
Focused Wealth Management
New York
$174K +$4.7K +75 +3%
AA
870
AlphaCentric Advisors
Puerto Rico
$174K +$19.9K +318 +15%
JFGIW
871
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$159K -$18.9K -302 -12%
T
872
TOBAM
France
$155K – – –
SWA
873
SOA Wealth Advisors
New York
$148K +$38.1K +608 +40%
BWA
874
BDO Wealth Advisors
Florida
$147K -$125K -1,992 -49%
CCM
875
Cribstone Capital Management
Maine
$140K – – –
33 34
35
36 37