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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1226
Bogart Wealth LLC
Virginia
$3.63M +$975K +2,810 +30%
AC
1227
Abbrea Capital
California
$3.63M +$26K +75 +0.6%
DC
1228
DeDora Capital
California
$3.63M +$4.21M +12,128 New
IAIM
1229
International Assets Investment Management
Florida
$3.62M +$149K +429 +3%
BP
1230
Ballentine Partners
Massachusetts
$3.62M +$139K +401 +3%
DA
1231
Dillon & Associates
Michigan
$3.62M -$236K -680 -5%
BFPW
1232
BOK Financial Private Wealth
Colorado
$3.62M +$192K +554 +5%
GEA
1233
Glen Eagle Advisors
New Jersey
$3.61M -$6.94K -20 -0.2%
GIA
1234
GHP Investment Advisors
Colorado
$3.61M +$168K +484 +4%
HFBOT
1235
Home Federal Bank of Tennessee
Tennessee
$3.6M -$1.73K -5 -0%
OIM
1236
Opus Investment Management
Massachusetts
$3.59M – – –
CAAS
1237
Capital Asset Advisory Services
Michigan
$3.59M -$134K -387 -3%
MFG
1238
Monte Financial Group
Connecticut
$3.58M +$294K +848 +8%
BW
1239
Bison Wealth
Georgia
$3.58M -$32.3K -93 -0.8%
TCM
1240
Twin Capital Management
Pennsylvania
$3.57M -$2.77K -8 -0.1%
SFA
1241
Souders Financial Advisors
Ohio
$3.57M +$1.81M +5,219 +78%
CSPIA
1242
Cary Street Partners Investment Advisory
Virginia
$3.56M +$293K +846 +8%
HCM
1243
Hall Capital Management
Rhode Island
$3.56M -$36.4K -105 -0.9%
WPW
1244
Warther Private Wealth
Ohio
$3.56M +$516K +1,487 +14%
CCWA
1245
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.54M +$4.11M +11,842 New
PT
1246
Plimoth Trust
Massachusetts
$3.54M -$50.3K -145 -1%
PFS
1247
Physicians Financial Services
North Carolina
$3.54M – – –
PGWM
1248
Parisi Gray Wealth Management
New Jersey
$3.54M -$3.82K -11 -0.1%
CPSC
1249
Carl P. Sherr & Co
Massachusetts
$3.54M -$85.7K -247 -2%
EA
1250
Eclectic Associates
California
$3.53M +$70.8K +204 +2%
48 49
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