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Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1726
Souders Financial Advisors
Ohio
$1.65M -$192K -605 -10%
MBT
1727
Montecito Bank & Trust
California
$1.65M +$80.8K +254 +5%
CFA
1728
CWS Financial Advisors
Michigan
$1.64M +$17.5K +55 +1%
CAM
1729
Covenant Asset Management
New Jersey
$1.64M +$75.7K +238 +5%
SBF
1730
Sara-Bay Financial
Florida
$1.64M -$34.7K -109 -2%
CI
1731
Cavalier Investments
Georgia
$1.64M – – –
SWA
1732
SFMG Wealth Advisors
Texas
$1.63M -$28.9K -91 -2%
CB
1733
CNB Bank
Pennsylvania
$1.63M +$20.7K +65 +1%
PSB
1734
Piscataqua Savings Bank
New Hampshire
$1.63M -$40.1K -126 -2%
FPWM
1735
FSB Premier Wealth Management
Iowa
$1.63M -$25.4K -80 -2%
CCM
1736
Chiron Capital Management
Florida
$1.62M -$127K -400 -7%
FMWA
1737
Forvis Mazars Wealth Advisors
Missouri
$1.62M -$113K -356 -7%
FNFDCM
1738
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.61M -$31.8K -100 -2%
SA
1739
SRN Advisors
Pennsylvania
$1.6M -$80.5K -253 -5%
KLCM
1740
KG&L Capital Management
Louisiana
$1.6M +$207K +652 +15%
JCM
1741
Jacobi Capital Management
Pennsylvania
$1.6M -$67.4K -212 -4%
CPR
1742
CSU Producer Resources
Ohio
$1.59M – – –
HA
1743
Harbor Advisors
Florida
$1.59M – – –
WIC
1744
Woodmont Investment Counsel
Tennessee
$1.59M -$954 -3 -0.1%
PWAG
1745
Polaris Wealth Advisory Group
California
$1.59M +$94.1K +296 +6%
CA
1746
Callahan Advisors
Texas
$1.58M -$5.41K -17 -0.3%
MP
1747
McDonald Partners
Ohio
$1.58M +$19.1K +60 +1%
ACA
1748
Anchor Capital Advisors
Massachusetts
$1.58M -$6.36K -20 -0.4%
OPA
1749
Old Port Advisors
Maine
$1.58M -$209K -658 -12%
FA
1750
Faithward Advisors
Pennsylvania
$1.58M -$30.2K -95 -2%
68 69
70
71 72