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Name Holding Trade Value Shares
Change 		Change in
Stake
RT
1726
Rockland Trust
Massachusetts
$200K +$195K +562 New
CA
1727
CoreCap Advisors
Michigan
$199K -$10.8K -31 -5%
CLOS
1728
Compagnie Lombard Odier SCmA
Switzerland
$196K – – –
KFAS
1729
Keating Financial Advisory Services
Kansas
$196K +$1.39K +4 +0.7%
SC
1730
Swan Capital
Florida
$185K – – –
HWA
1731
HHM Wealth Advisors
Tennessee
$183K -$4.51K -13 -2%
MA
1732
Montag & Associates
Georgia
$180K – – –
PP
1733
Pingora Partners
Wyoming
$178K – – –
GWP
1734
Gen-Wealth Partners
Michigan
$177K -$14.9K -43 -8%
CC
1735
Corsicana & Co
Texas
$173K – – –
CSPIA
1736
Cary Street Partners Investment Advisory
Virginia
$172K +$66.6K +192 +66%
OC
1737
Oakworth Capital
Alabama
$167K – – –
NEWAS
1738
N.E.W. Advisory Services
Wisconsin
$166K +$4.17K +12 +3%
QC
1739
Quent Capital
New York
$164K +$55.2K +159 +53%
SA
1740
Seneschal Advisors
Washington
$163K +$347 +1 +0.2%
BFP
1741
Birchwood Financial Partners
Minnesota
$162K -$18.4K -53 -10%
ZBNA
1742
Zions Bancorporation, National Association
Utah
$162K -$271K -780 -63%
ACM
1743
Accent Capital Management
Ohio
$161K – – –
ADL
1744
Asset Dedication LLC
California
$160K +$59K +170 +61%
BWA
1745
Basecamp Wealth Advisors
Washington
$158K +$16K +46 +12%
MEG
1746
Millstone Evans Group
Colorado
$156K – – –
PP
1747
PFS Partners
New Jersey
$151K – – –
USB
1748
Union Savings Bank
Connecticut
$150K – – –
WAU
1749
Wellington-Altus USA
Manitoba, Canada
$146K – – –
WETS
1750
Wealth Enhancement Trust Services
South Dakota
$145K -$9.37K -27 -6%
68 69
70
71 72