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Name Holding Trade Value Shares
Change 		Change in
Stake
SFPG
2626
Stonebridge Financial Planning Group
Florida
$878K -$13.8K -35 -2%
NSB
2627
Norway Savings Bank
Maine
$877K +$17.3K +44 +2%
OCPWS
2628
One Charles Private Wealth Services
Massachusetts
$877K -$20.8K -53 -2%
JGIA
2629
Jackson Grant Investment Advisers
Connecticut
$877K +$394K +1,002 +86%
1IA
2630
1620 Investment Advisors
Massachusetts
$876K -$13K -33 -2%
BWM
2631
Blossom Wealth Management
California
$875K -$1.97K -5 -0.2%
ISB
2632
Iowa State Bank
Iowa
$874K – – –
WKSWA
2633
White Knight Strategic Wealth Advisors
New Jersey
$874K +$1.18K +3 +0.1%
PCM
2634
Polymer Capital Management
New York
$874K +$848K +2,156 New
VAF
2635
Values Added Financial
District of Columbia
$873K +$31.8K +81 +4%
CFA
2636
Capstone Financial Advisors
Illinois
$873K +$370K +942 +78%
SCM
2637
Sunbeam Capital Management
Georgia
$872K +$29.1K +74 +4%
CNTOF
2638
Canandaigua National Trust of Florida
New York
$872K -$29.9K -76 -3%
TP
2639
Tranquility Partners
Tennessee
$871K -$50.3K -128 -6%
NG
2640
Novem Group
New York
$870K -$143K -363 -14%
RB
2641
Rodgers Brothers
Pennsylvania
$868K – – –
WA
2642
Wealthstream Advisors
New York
$868K +$31.5K +80 +4%
LA
2643
Latitude Advisors
Florida
$868K -$252K -641 -23%
AIS
2644
American Investment Services
Massachusetts
$867K – – –
PWM
2645
Prentice Wealth Management
New York
$866K +$44K +112 +6%
LAM
2646
Lewis Asset Management
California
$865K +$89.3K +227 +12%
OCM
2647
Orion Capital Management
California
$863K +$393 +1 +0%
CCP
2648
Cushing Capital Partners
Wisconsin
$860K -$17.7K -45 -2%
HF
2649
Holcombe Financial
Georgia
$859K – – –
EIG
2650
Ellenbecker Investment Group
Wisconsin
$858K -$9.04K -23 -1%
104 105
106
107 108