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Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1501
Community Bank
New York
$3.58M -$127K -322 -4%
GDP
1502
Great Diamond Partners
Maine
$3.57M -$48K -122 -1%
BRM
1503
Boston Research & Management
Massachusetts
$3.57M – – –
SIAG
1504
Signet Investment Advisory Group
Rhode Island
$3.57M -$14.5K -37 -0.4%
RMP
1505
Richards, Merrill & Peterson
Washington
$3.57M +$8.26K +21 +0.2%
RMSCM
1506
R.M. Sincerbeaux Capital Management
New York
$3.57M +$138K +350 +4%
CC
1507
Corsicana & Co
Texas
$3.55M +$3.45M +8,767 New
CFSG
1508
Community Financial Services Group
Vermont
$3.55M +$85.3K +217 +3%
FFS
1509
Fischer Financial Services
Pennsylvania
$3.54M -$2.75K -7 -0.1%
KC
1510
Knuff & Co
California
$3.54M – – –
MA
1511
MONECO Advisors
Connecticut
$3.53M +$48.8K +124 +1%
MAM
1512
MWA Asset Management
Massachusetts
$3.53M +$89.7K +228 +3%
JWM
1513
JPL Wealth Management
Colorado
$3.52M +$122K +310 +4%
XF
1514
XML Financial
Maryland
$3.5M +$541K +1,375 +19%
SWMG
1515
Stillwater Wealth Management Group
Florida
$3.5M +$3.4M +8,643 New
RBFC
1516
Roman Butler Fullerton & Co
Missouri
$3.5M +$74.7K +190 +2%
CS
1517
Capital Square
Tennessee
$3.49M -$16.5K -42 -0.5%
BFIC
1518
Bedell Frazier Investment Counselling
California
$3.48M +$1.46M +3,719 +76%
BWM
1519
BigSur Wealth Management
Florida
$3.48M -$720K -1,832 -18%
CGPCS
1520
Capital Group Private Client Services
California
$3.47M -$11.7M -29,770 -78%
LHC
1521
Little House Capital
Massachusetts
$3.47M +$631K +1,605 +23%
MC
1522
Middleton & Co
Massachusetts
$3.46M -$130K -331 -4%
IAS
1523
Insigneo Advisory Services
Florida
$3.45M +$36.6K +93 +1%
PWG
1524
Portside Wealth Group
Utah
$3.45M +$302K +767 +10%
DIP
1525
DT Investment Partners
Pennsylvania
$3.44M -$728K -1,851 -18%
59 60
61
62 63