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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1251
Blume Capital Management
California
$320K – – –
FFN
1252
Focus Financial Network
Minnesota
$320K +$7.46K +83 +2%
PFSC
1253
Peoples Financial Services Corp
Pennsylvania
$319K -$7.01K -78 -2%
EB
1254
Exchange Bank
California
$317K – – –
HI
1255
Hudock Inc
Pennsylvania
$316K -$5.84K -65 -2%
KCFA
1256
Key Client Fiduciary Advisors
New Jersey
$315K -$2.88K -32 -0.9%
DWA
1257
Douglass Winthrop Advisors
New York
$315K -$21K -234 -6%
AC
1258
Abbrea Capital
California
$314K +$43.9K +489 +16%
SWK
1259
Stephen W. Kidder
$314K – – –
PGA
1260
Portland Global Advisors
Maine
$313K -$989 -11 -0.3%
APP
1261
Avantax Planning Partners
Iowa
$311K -$36.8K -410 -10%
FUBT
1262
First United Bank & Trust
Maryland
$310K – – –
VF
1263
Virtu Financial
New York
$310K +$315K +3,510 New
RPA
1264
Rock Point Advisors
Vermont
$309K -$9.35K -104 -3%
WWM
1265
WJ Wealth Management
Arizona
$309K +$90 +1 +0%
TBA
1266
Tower Bridge Advisors
Pennsylvania
$309K +$7.1K +79 +2%
LCM
1267
Lazari Capital Management
California
$307K -$49.5K -551 -14%
IIM
1268
Ironwood Investment Management
Massachusetts
$307K – – –
AWA
1269
Aaron Wealth Advisors
Illinois
$306K -$12.4K -138 -4%
SWMP
1270
Signature Wealth Management Partners
New Jersey
$306K +$989 +11 +0.3%
BFA
1271
Beaumont Financial Advisors
Massachusetts
$305K +$8K +89 +3%
AWM
1272
Aberdeen Wealth Management
Illinois
$304K – – –
HA
1273
Herold Advisors
New York
$303K -$39.5K -440 -11%
PCP
1274
Proficio Capital Partners
Massachusetts
$302K +$13.5K +150 +5%
PWC
1275
PYA Waltman Capital
Tennessee
$302K -$12.2K -136 -4%
49 50
51
52 53