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Name Holding Trade Value Shares
Change 		Change in
Stake
MEG
1576
Millstone Evans Group
Colorado
$126K – – –
WETS
1577
Wealth Enhancement Trust Services
South Dakota
$125K +$114K +434 New
CFO
1578
CVA Family Office
Colorado
$124K +$5.25K +20 +5%
PP
1579
PFS Partners
New Jersey
$123K – – –
USB
1580
Union Savings Bank
Connecticut
$122K +$111K +422 New
PMAM
1581
Picton Mahoney Asset Management
Ontario, Canada
$121K -$151K -575 -58%
E
1582
Entelevest
Florida
$120K +$109K +415 New
ACA
1583
Atlas Capital Advisors
Wyoming
$119K +$108K +413 New
NRG
1584
Nemes Rush Group
Michigan
$118K -$3.68K -14 -3%
WSC
1585
Wellington Shields & Co
New York
$116K -$52.5K -200 -33%
CT
1586
Caldwell Trust
Florida
$116K – – –
BWA
1587
Basecamp Wealth Advisors
Washington
$115K +$105K +399 New
AWA
1588
Acumen Wealth Advisors
Tennessee
$112K +$101K +385 New
DIP
1589
DT Investment Partners
Pennsylvania
$108K – – –
KFA
1590
Kelleher Financial Advisors
New York
$105K – – –
LWCFA
1591
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$105K – – –
LWANC
1592
Laurel Wealth Advisors (North Carolina)
North Carolina
$104K +$94.8K +361 New
GSWM
1593
Golden State Wealth Management
California
$104K – – –
EPIM
1594
Evelyn Partners Investment Management
$104K – – –
KB
1595
Kimelman & Baird
New York
$103K – – –
SGK
1596
Steigerwald Gordon & Koch
Virginia
$101K -$1.58K -6 -2%
GEA
1597
Glen Eagle Advisors
New Jersey
$101K – – –
DJSG
1598
D.J. St. Germain
Massachusetts
$101K -$10.8K -41 -11%
EPIME
1599
Evelyn Partners Investment Management (Europe)
$97.6K – – –
YAL
1600
Your Advocates Ltd
Texas
$95.6K – – –
62 63
64
65 66