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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
876
Angeles Wealth Management
California
$204K +$220K +6,201 New
CFP
877
Catalyst Financial Partners
Massachusetts
$204K +$22.9K +644 +12%
BTW
878
Boston Trust Walden
Massachusetts
$201K – – –
KWM
879
Kingsview Wealth Management
Oregon
$201K +$5.37K +151 +3%
GSB
880
Greenfield Savings Bank
Massachusetts
$201K -$3.02K -85 -1%
AAIS
881
ABN AMRO Investment Solutions
$200K – – –
BCP
882
Blackhawk Capital Partners
Wisconsin
$200K +$216K +6,079 New
CA
883
CoreCap Advisors
Michigan
$200K -$13.6K -384 -6%
CWM
884
Cornerstone Wealth Management
Missouri
$200K +$25.2K +709 +13%
AT
885
Avalon Trust
New Mexico
$198K -$142K -4,000 -40%
VSQM
886
V-Square Quantitative Management
Illinois
$196K +$211K +5,938 New
PB
887
Pinnacle Bancorp
Nebraska
$194K -$57K -1,604 -21%
MFC
888
Mechanics Financial Corp
Ohio
$190K +$2.67K +75 +1%
MA
889
MCF Advisors
Kentucky
$190K -$5.33K -150 -3%
CWP
890
Concord Wealth Partners
Virginia
$190K -$8.74K -246 -4%
PAM
891
Paradigm Asset Management
New York
$185K – – –
PTC
892
Private Trust Company
Ohio
$182K -$1.74K -49 -0.9%
GRP
893
Global Retirement Partners
California
$173K -$853 -24 -0.4%
PA
894
PSI Advisors
Florida
$169K – – –
PK
895
Pflug Koory
Nebraska
$167K – – –
CSPIA
896
Cary Street Partners Investment Advisory
Virginia
$166K +$35.2K +990 +25%
ECM
897
EMC Capital Management
Texas
$163K -$250K -7,029 -58%
ECM
898
Elgethun Capital Management
South Dakota
$159K -$35.6K -1,001 -17%
HNB
899
Huntington National Bank
Ohio
$155K +$26.3K +741 +19%
EWA
900
EverSource Wealth Advisors
Alabama
$150K +$2.81K +79 +2%
34 35
36
37 38