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Name Holding Trade Value Shares
Change 		Change in
Stake
BCPWM
1001
Bradley & Co Private Wealth Management
Florida
$751K – – –
TCOV
1002
Trust Company of Vermont
Vermont
$745K +$865K +2,380 New
JWA
1003
JFS Wealth Advisors
Pennsylvania
$744K -$49.4K -136 -5%
QFW
1004
QTR Family Wealth
Florida
$743K +$22.5K +62 +3%
ACM
1005
Advisors Capital Management
New Jersey
$741K -$81.8K -225 -9%
HAM
1006
Hedges Asset Management
Nevada
$736K +$854K +2,350 New
DA
1007
Doliver Advisors
Texas
$733K -$132K -362 -13%
I
1008
IMPACTfolio
Colorado
$720K – – –
TP
1009
TritonPoint Partners
Maryland
$719K +$831K +2,287 New
EDRH
1010
Edmond de Rothschild Holding
Switzerland
$719K +$834K +2,295 New
MFA
1011
Mayflower Financial Advisors
Massachusetts
$718K -$10.5K -29 -1%
LT
1012
Legacy Trust
Michigan
$717K -$271K -745 -25%
CW
1013
CreativeOne Wealth
Kansas
$716K -$156K -428 -16%
FIA
1014
Foundations Investment Advisors
Arizona
$716K +$207K +571 +33%
EFS
1015
Essex Financial Services
Connecticut
$713K +$4K +11 +0.5%
IAS
1016
IMA Advisory Services
Colorado
$712K +$10.9K +30 +1%
TFG
1017
Taylor Financial Group
Virginia
$706K – – –
UIM
1018
Unified Investment Management
Georgia
$700K -$5.81K -16 -0.7%
AFG
1019
Allegheny Financial Group
Pennsylvania
$696K +$3.63K +10 +0.5%
BHIA
1020
Birch Hill Investment Advisors
Massachusetts
$694K – – –
CT
1021
Colonial Trust
South Carolina
$693K -$278K -766 -26%
CAG
1022
Csenge Advisory Group
Florida
$688K +$296K +814 +59%
JIC
1023
Johnson Investment Counsel
Ohio
$686K +$52.3K +144 +7%
GF
1024
GGM Financials
Ohio
$683K +$2.91K +8 +0.4%
BIA
1025
Bigelow Investment Advisors
Maine
$683K +$66.5K +183 +9%
39 40
41
42 43