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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1276
WMS Partners
Maryland
$266K +$5.17K +22 +2%
PWM
1277
Perigon Wealth Management
California
$265K -$17.6K -75 -6%
HI
1278
Hendershot Investments
Virginia
$265K – – –
FCCM
1279
First City Capital Management
Georgia
$265K +$16.4K +70 +7%
STA
1280
Summit Trail Advisors
New York
$265K +$268K +1,141 New
FA
1281
Faithward Advisors
Pennsylvania
$264K +$18.8K +80 +8%
T
1282
TOBAM
France
$264K +$101K +428 +60%
GRP
1283
Global Retirement Partners
California
$264K +$302K +1,284 New
FB
1284
First Bancorp
Maine
$263K – – –
MIC
1285
Means Investment Company
Maine
$261K -$188K -799 -41%
AWE
1286
Avidian Wealth Enterprises
Texas
$261K -$70.3K -299 -21%
MAC
1287
Mason & Associates (California)
California
$261K +$4.7K +20 +2%
WWM
1288
Windsor Wealth Management
Indiana
$260K -$5.17K -22 -2%
EB
1289
Eastern Bank
Massachusetts
$257K -$311K -1,325 -54%
WA
1290
Waverly Advisors
Alabama
$257K -$75K -319 -22%
AFP
1291
Ausdal Financial Partners
Iowa
$256K -$39.9K -170 -13%
RPWA
1292
Regent Peak Wealth Advisors
Georgia
$256K +$13.9K +59 +6%
HWM
1293
Horizon Wealth Management
Illinois
$255K – – –
NJBEST
1294
New Jersey Better Educational Savings Trust
New Jersey
$255K – – –
WAM
1295
Walker Asset Management
Missouri
$255K – – –
EFS
1296
Essex Financial Services
Connecticut
$254K -$72.1K -307 -22%
AIL
1297
AGF Investments LLC
Ontario, Canada
$254K +$470 +2 +0.2%
LIA
1298
LBMC Investment Advisors
Tennessee
$253K – – –
BI
1299
Ballast Inc
Kentucky
$252K +$9.16K +39 +4%
GDP
1300
Great Diamond Partners
Maine
$251K +$1.65K +7 +0.6%
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