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Name Holding Trade Value Shares
Change 		Change in
Stake
HB
1251
Homrich & Berg
Georgia
$118K -$79.6K -2,449 -39%
AFM
1252
Abbot Financial Management
Massachusetts
$118K -$20.5K -632 -14%
CFS
1253
CRA Financial Services
New Jersey
$118K -$12.7K -392 -9%
VAS
1254
Valicenti Advisory Services
New York
$118K -$650 -20 -0.5%
WA
1255
Wealth Architects
California
$118K +$1.66K +51 +1%
SIAS
1256
Shine Investment Advisory Services
Colorado
$118K +$2.6K +80 +2%
FHC
1257
First Horizon Corporation
Tennessee
$118K +$124K +3,818 New
MCM
1258
Maple Capital Management
Vermont
$117K -$6.08K -187 -7%
ATFA
1259
All Terrain Financial Advisors
Minnesota
$117K -$1.95K -60 -2%
FDCC
1260
Foster Dykema Cabot & Co
Massachusetts
$117K – – –
CFG
1261
Cooper Financial Group
California
$117K +$53K +1,630 +76%
PCM
1262
Perkins Capital Management
Minnesota
$117K +$122K +3,764 New
RA
1263
RFG Advisory
Alabama
$116K +$3.02K +93 +3%
CFN
1264
Cordasco Financial Network
Florida
$116K +$5.79K +178 +5%
SW
1265
SteelPeak Wealth
California
$116K +$9.85K +303 +9%
STA
1266
Summit Trail Advisors
New York
$116K +$86.1K +2,649 New
CHAM
1267
Clear Harbor Asset Management
Connecticut
$115K +$29.8K +917 +33%
BCA
1268
Berman Capital Advisors
Georgia
$115K +$45.7K +1,406 +61%
EPWM
1269
Essex Private Wealth Management
Massachusetts
$114K -$390 -12 -0.3%
BWM
1270
BerganKDV Wealth Management
Minnesota
$114K +$1.72K +53 +1%
SFA
1271
Souders Financial Advisors
Ohio
$114K +$5.92K +182 +8%
CC
1272
Cedar Capital
Illinois
$113K -$710K -21,840 -86%
DHFB
1273
Dixon Hubard Feinour & Brown
Virginia
$113K -$101K -3,101 -46%
AAS
1274
Annex Advisory Services
Wisconsin
$113K -$40.5K -1,247 -26%
JFL
1275
Jarislowsky, Fraser Ltd
Quebec, Canada
$113K -$3.9K -120 -3%
49 50
51
52 53