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Name Holding Trade Value Shares
Change 		Change in
Stake
KC
1401
Kenfarb & Co
Kentucky
$109K +$64.2K +5,000 +114%
SSB
1402
Sandy Spring Bank
Maryland
$109K -$18.1K -1,409 -13%
CT
1403
Cambridge Trust
Massachusetts
$108K -$14.6K -1,136 -11%
FWM
1404
Focused Wealth Management
New York
$107K -$2.87K -223 -2%
CMF
1405
Counterpoint Mutual Funds
California
$106K +$117K +9,118 New
AA
1406
Addison Advisors
Vermont
$105K -$47.2K -3,674 -29%
BC
1407
Bartlett & Co
Ohio
$105K +$424 +33 +0.4%
BCWM
1408
Bartlett & Co Wealth Management
Ohio
$105K +$424 +33 +0.4%
GWS
1409
Glassman Wealth Services
Virginia
$101K +$11.5K +893 +11%
GIA
1410
GHP Investment Advisors
Colorado
$98.2K -$56.8K -4,420 -34%
PFBT
1411
Parkside Financial Bank & Trust
Missouri
$97.5K +$5.09K +396 +5%
OA
1412
Operose Advisors
Wisconsin
$96.8K – – –
EWA
1413
EverSource Wealth Advisors
Alabama
$92.1K -$47.5K -3,701 -32%
PHS
1414
Pekin Hardy Strauss
Illinois
$87.4K +$2.72K +212 +3%
FP
1415
Financial Perspectives
Minnesota
$86.1K +$51 +4 +0.1%
AWM
1416
Accel Wealth Management
Iowa
$85.7K -$283 -22 -0.3%
AWM
1417
AllSquare Wealth Management
New York
$85.6K -$385 -30 -0.4%
LT
1418
Legacy Trust
Michigan
$85.3K +$94.2K +7,331 New
ACA
1419
Atlas Capital Advisors
Wyoming
$84.9K -$23.4K -1,823 -20%
TH
1420
TCTC Holdings
Texas
$83.2K – – –
AWM
1421
Avondale Wealth Management
Texas
$81.4K +$89.9K +7,000 New
BONH
1422
Bank of New Hampshire
New Hampshire
$81K – – –
SWM
1423
Sanctuary Wealth Management
Idaho
$79.3K +$87.6K +6,817 New
CFO
1424
CVA Family Office
Colorado
$77.1K +$18.4K +1,434 +28%
MTIM
1425
Marathon Trading Investment Management
Pennsylvania
$75.2K +$83K +6,462 New
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