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Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
1476
JNBA Financial Advisors
Minnesota
$109K +$38.9K +150 +51%
GBT
1477
Grove Bank & Trust
Florida
$108K +$2.59K +10 +2%
MEG
1478
Millstone Evans Group
Colorado
$106K – – –
OC
1479
Oakworth Capital
Alabama
$105K – – –
PP
1480
PFS Partners
New Jersey
$104K – – –
USB
1481
Union Savings Bank
Connecticut
$103K – – –
NRG
1482
Nemes Rush Group
Michigan
$102K +$259 +1 +0.2%
LWCFA
1483
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$100K – – –
BC
1484
Barrett & Company
Rhode Island
$100K +$259 +1 +0.2%
RBC
1485
Roble Belko & Company
Pennsylvania
$99K – – –
DJSG
1486
D.J. St. Germain
Massachusetts
$97.8K -$14.3K -55 -12%
CFO
1487
CVA Family Office
Colorado
$93.1K -$1.55K -6 -2%
ZBNA
1488
Zions Bancorporation, National Association
Utah
$91.7K +$97.5K +376 New
DIP
1489
DT Investment Partners
Pennsylvania
$90.9K – – –
AC
1490
AlphaCore Capital
California
$90.8K +$96.2K +371 New
AWM
1491
AllSquare Wealth Management
New York
$90K – – –
AF
1492
Advisornet Financial
Minnesota
$90K +$4.41K +17 +5%
JFGIW
1493
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$89K +$15.3K +59 +19%
GSWM
1494
Golden State Wealth Management
California
$88.3K +$16.3K +63 +21%
EPIM
1495
Evelyn Partners Investment Management
$87.8K – – –
KB
1496
Kimelman & Baird
New York
$86.5K – – –
WA
1497
Whipplewood Advisors
Colorado
$84.3K +$9.59K +37 +11%
RA
1498
Rise Advisors
New York
$82.8K +$15.3K +59 +21%
EPIME
1499
Evelyn Partners Investment Management (Europe)
$82.4K – – –
GM
1500
GeoWealth Management
Illinois
$80.7K -$223K -861 -72%
58 59
60
61 62