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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
CJ
726
Caitlin John
Michigan
$23.1K +$20K +47 New
FUBT
727
First United Bank & Trust
Maryland
$23K – – –
TIM
728
Thompson Investment Management
Wisconsin
$22.1K – – –
MCM
729
MV Capital Management
Maryland
$20.2K -$1.27K -3 -6%
GA
730
GoalVest Advisory
New York
$20.2K – – –
BCMLT
731
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.3K +$15.3K +36 +600%
WPWM
732
Western Pacific Wealth Management
Illinois
$19.3K +$17.8K +42 New
AF
733
Arrow Financial
New York
$18.9K – – –
CT
734
Colonial Trust
South Carolina
$17.5K – – –
WWP
735
WR Wealth Planners
Missouri
$17K +$3.4K +8 +28%
CA
736
Centerpoint Advisors
Massachusetts
$17K – – –
HWM
737
Hemington Wealth Management
Virginia
$17K +$16.1K +38 New
FNWA
738
Financial Network Wealth Advisors
Utah
$16.1K – – –
PFBT
739
Parkside Financial Bank & Trust
Missouri
$15.6K -$4.67K -11 -24%
OA
740
Operose Advisors
Wisconsin
$15.6K – – –
TCOV
741
Trust Company of Vermont
Vermont
$15.6K +$14.4K +34 New
ME
742
McIlrath & Eck
Washington
$15.2K – – –
OPTFSNA
743
Old Point Trust & Financial Services N A
Virginia
$15.2K – – –
GWM
744
Geneos Wealth Management
Colorado
$15.2K +$10.2K +24 +267%
AEPWM
745
Atlantic Edge Private Wealth Management
Florida
$14.7K +$13.6K +32 New
TPCW
746
TD Private Client Wealth
New York
$14.7K -$4.25K -10 -24%
KFI
747
Key Financial Inc
Pennsylvania
$13.8K – – –
CMBA
748
C.M. Bidwell & Associates
Hawaii
$13.3K – – –
PSB
749
Piscataqua Savings Bank
New Hampshire
$13.3K – – –
WBC
750
West Branch Capital
Massachusetts
$12.9K – – –
28 29
30
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