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Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1076
Ironwood Investment Counsel
Arizona
$278K -$89.7K -1,824 -26%
PTP
1077
Platform Technology Partners
New York
$277K -$10.8K -219 -4%
IRC
1078
Investors Research Corp
Georgia
$277K -$1.57K -32 -0.6%
YWP
1079
YorkBridge Wealth Partners
New York
$277K -$1.97K -40 -0.7%
RSWM
1080
Robertson Stephens Wealth Management
California
$276K -$3.1K -63 -1%
OPCM
1081
Osborne Partners Capital Management
California
$276K -$1.18K -24 -0.5%
GWS
1082
Glassman Wealth Services
Virginia
$275K +$3.25K +66 +1%
WPW
1083
Waldron Private Wealth
Pennsylvania
$275K – – –
TWM
1084
TriaGen Wealth Management
California
$274K – – –
AA
1085
AJ Advisors
Tennessee
$273K +$257K +5,234 New
CB
1086
CNB Bank
Pennsylvania
$273K +$48K +977 +23%
NW
1087
NewEdge Wealth
Pennsylvania
$272K +$256K +5,215 New
EFSCE
1088
Enterprise Financial Services Corp (EFSC)
Missouri
$272K -$4.67K -95 -2%
WAM
1089
Walker Asset Management
Missouri
$271K – – –
GIA
1090
Gladstone Institutional Advisory
Florida
$270K -$21.7K -442 -8%
LF
1091
Lantz Financial
Illinois
$268K +$252K +5,128 New
AAS
1092
Annex Advisory Services
Wisconsin
$268K -$9.83K -200 -4%
WA
1093
Wealth Alliance
New York
$267K -$20.6K -420 -8%
AWM
1094
Ameliora Wealth Management
Switzerland
$267K – – –
GBT
1095
Grove Bank & Trust
Florida
$266K +$251K +5,104 New
BTWM
1096
Baker Tilly Wealth Management
Wisconsin
$265K +$250K +5,083 New
DCM
1097
Dupont Capital Management
Delaware
$264K -$45.8K -931 -16%
ACI
1098
Alpha Cubed Investments
California
$263K -$10.2K -207 -4%
DBT
1099
Dubuque Bank & Trust
Iowa
$263K +$248K +5,042 New
PFSC
1100
Peoples Financial Services Corp
Pennsylvania
$263K -$5.95K -121 -2%
42 43
44
45 46