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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
901
Cypress Asset Management
Texas
$137K -$14.9K -1,200 -9%
TPW
902
Tiller Private Wealth
Pennsylvania
$137K +$273 +22 +0.2%
CWM
903
Cranbrook Wealth Management
Michigan
$136K – – –
HCM
904
Howland Capital Management
Massachusetts
$136K – – –
RWA
905
RGT Wealth Advisors
Texas
$134K -$123K -9,878 -46%
BIA
906
Barry Investment Advisors
Massachusetts
$134K -$35.8K -2,882 -20%
BFG
907
Barber Financial Group
Kansas
$134K -$4.35K -350 -3%
RG
908
Rathbones Group
United Kingdom
$134K +$6.21K +500 +5%
FI
909
FormulaFolio Investments
Michigan
$134K +$11.7K +939 +9%
VWA
910
V Wealth Advisors
Kansas
$134K +$145K +11,700 New
HCA
911
Harbour Capital Advisors
Virginia
$134K +$143K +11,475 New
JWA
912
JFS Wealth Advisors
Pennsylvania
$133K – – –
PA
913
Probity Advisors
Texas
$133K +$142K +11,450 New
FTIOP
914
Fiduciary Trust International of Pennsylvania
Pennsylvania
$132K -$78.1K -6,284 -36%
CB
915
Community Bank
New York
$132K -$4.35K -350 -3%
SW
916
SVB Wealth
Massachusetts
$131K -$86.7K -6,980 -38%
ATC
917
Argent Trust Co
Tennessee
$131K +$373 +30 +0.3%
MIP
918
Marietta Investment Partners
Wisconsin
$129K -$37.3K -3,000 -21%
RWP
919
RWA Wealth Partners
Massachusetts
$129K +$138K +11,083 New
G
920
Gainplan
Michigan
$128K +$137K +11,027 New
CFA
921
Camarda Financial Advisors
Florida
$127K -$287K -23,072 -68%
BFC
922
Blue Fin Capital
Rhode Island
$127K – – –
PB
923
Pinnacle Bancorp
Nebraska
$127K +$136K +10,922 New
AWM
924
Affinity Wealth Management
Delaware
$126K +$135K +10,840 New
RIM
925
Rampart Investment Management
Connecticut
$126K +$135K +10,845 New
35 36
37
38 39