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Name Holding Trade Value Shares
Change 		Change in
Stake
RRA
1501
Round Rock Advisors
Connecticut
$576K +$4.92K +25 +0.9%
SIM
1502
Sentry Investment Management
Wisconsin
$574K -$221K -1,124 -25%
FWP
1503
Forefront Wealth Partners
Texas
$572K +$53.3K +271 +10%
VP
1504
Verum Partners
North Carolina
$572K -$17.1K -87 -3%
AAS
1505
AdviceOne Advisory Services
Connecticut
$570K -$5.12K -26 -0.9%
BSB
1506
Bangor Savings Bank
Maine
$570K +$27.7K +141 +5%
BC
1507
Burney Company
Virginia
$570K -$49.2K -250 -8%
MCM
1508
Monument Capital Management
Virginia
$569K +$11.2K +57 +2%
PSC
1509
Prentiss Smith & Co
Vermont
$569K -$25.4K -129 -4%
CWA
1510
Continuum Wealth Advisors
New York
$569K +$83.4K +424 +18%
FFA
1511
Florida Financial Advisors
Florida
$569K +$280K +1,421 +100%
RPA
1512
Rock Point Advisors
Vermont
$568K -$984 -5 -0.2%
NDSI
1513
Newman Dignan & Sheerar Inc
Rhode Island
$567K – – –
AWE
1514
Avidian Wealth Enterprises
Texas
$567K +$54.5K +277 +11%
SSWM
1515
Sheets Smith Wealth Management
North Carolina
$566K +$557K +2,830 New
SRC
1516
Shufro Rose & Co
New York
$566K +$98.4K +500 +21%
NPT
1517
Nixon Peabody Trust
Massachusetts
$566K +$49.6K +252 +10%
BAM
1518
BOS Asset Management
Illinois
$565K -$7.87K -40 -1%
BWM
1519
BKM Wealth Management
Wisconsin
$565K +$14.2K +72 +3%
LNB
1520
Ledyard National Bank
$564K -$38.6K -196 -7%
BTWM
1521
Baker Tilly Wealth Management
Wisconsin
$564K +$70.6K +359 +15%
AFW
1522
Avantra Family Wealth
Pennsylvania
$563K -$109K -556 -16%
UF
1523
Univest Financial
Pennsylvania
$563K +$14.8K +75 +3%
DWM
1524
Drive Wealth Management
Utah
$563K -$4.53K -23 -0.8%
PWW
1525
Pettyjohn Wood & White
Virginia
$562K -$98.4K -500 -15%
59 60
61
62 63