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Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
526
City State Bank
Iowa
$2.5K – – –
CYG
527
Clean Yield Group
Vermont
$2.5K – – –
CWP
528
Concord Wealth Partners
Virginia
$2.5K – – –
SIC
529
SJS Investment Consulting
Ohio
$2.1K +$137 +6 +8%
SSB
530
Sandy Spring Bank
Maryland
$2.07K -$34.4K -1,505 -95%
DPW
531
DiNuzzo Private Wealth
Pennsylvania
$2.05K +$618 +27 +49%
DMIC
532
Dixon Mitchell Investment Counsel
British Columbia, Canada
$2K – – –
MCM
533
Manchester Capital Management
Vermont
$1.95K +$252 +11 +16%
SAM
534
Smartleaf Asset Management
Massachusetts
$1.92K +$1.35K +59 +311%
TCM
535
TD Capital Management
Tennessee
$1.85K – – –
SWM
536
Spire Wealth Management
Virginia
$1.85K -$24.5K -1,070 -94%
RCM
537
Raleigh Capital Management
North Carolina
$1.75K +$229 +10 +17%
WIA
538
Wetzel Investment Advisors
Indiana
$1.7K -$10.3K -451 -86%
CFB
539
Cullen/Frost Bankers
Texas
$1.62K +$1.49K +65 New
GLR
540
Great Lakes Retirement
Ohio
$1.5K +$1.37K +60 New
TCA
541
Trifecta Capital Advisors
Illinois
$1.42K – – –
DF
542
Dunhill Financial
United Kingdom
$1.42K +$206 +9 +19%
SL
543
Salomon & Ludwin
Virginia
$1.4K – – –
TWD
544
True Wealth Design
Ohio
$1.2K +$526 +23 +92%
RWM
545
Raffa Wealth Management
District of Columbia
$1.15K – – –
CAM
546
Close Asset Management
United Kingdom
$1K – – –
HCP
547
Hexagon Capital Partners
Arkansas
$1K – – –
TFA
548
Transamerica Financial Advisors
Florida
$1K – – –
HGERS
549
Householder Group Estate & Retirement Specialist
Arizona
$1K +$23 +1 +1%
GKIM
550
GW&K Investment Management
Massachusetts
$1K +$275 +12 +33%
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