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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
701
Capital Performance Advisors
California
$209K +$199K +4,256 New
AA
702
Addison Advisors
Vermont
$209K -$35K -750 -15%
MWM
703
Modera Wealth Management
New Jersey
$208K +$198K +4,250 New
SCM
704
Saxony Capital Management
Missouri
$208K +$198K +4,247 New
FTC
705
Farmers Trust Company
Ohio
$206K +$196K +4,209 New
NHT
706
New Hampshire Trust
New Hampshire
$206K +$196K +4,201 New
LA
707
Lifeworks Advisors
Michigan
$206K +$196K +4,200 New
NPT
708
National Philanthropic Trust
Pennsylvania
$206K +$196K +4,196 New
SMA
709
Sage Mountain Advisors
Georgia
$206K +$196K +4,193 New
FFG
710
Fiduciary Financial Group
California
$205K +$195K +4,173 New
MFS
711
Miller Financial Services
Michigan
$203K +$193K +4,145 New
CIA
712
Capital Investment Advisors
Georgia
$202K +$192K +4,125 New
WMA
713
Wealth Management Associates
New Jersey
$202K +$192K +4,124 New
BCAM
714
Boston Common Asset Management
Massachusetts
$201K +$191K +4,096 New
GWP
715
Gateway Wealth Partners
Wisconsin
$201K +$191K +4,095 New
OL
716
Optas LLC
Texas
$201K +$191K +4,095 New
NFSG
717
Newbridge Financial Services Group
Florida
$196K +$158K +3,396 +563%
WCM
718
Winthrop Capital Management
Indiana
$195K +$4.99K +107 +3%
JWA
719
JFS Wealth Advisors
Pennsylvania
$194K +$20.1K +430 +12%
HB
720
Horizon Bancorp
Indiana
$193K -$97.7K -2,095 -35%
TFA
721
Transamerica Financial Advisors
Florida
$191K +$63.1K +1,352 +53%
AA
722
Ancora Advisors
Ohio
$182K +$51K +1,094 +42%
SAG
723
SageView Advisory Group
California
$179K +$171K +3,659 New
EWA
724
EverSource Wealth Advisors
Alabama
$178K +$36.4K +781 +27%
GEA
725
Glen Eagle Advisors
New Jersey
$176K +$33.6K +721 +25%
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