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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
926
WMS Partners
Maryland
$902K -$27.8K -1,114 -3%
CAG
927
Csenge Advisory Group
Florida
$894K +$112K +4,473 +13%
HIM
928
Harbour Investment Management
Washington
$891K -$421K -16,847 -31%
PWP
929
Private Wealth Partners
California
$888K +$14K +561 +2%
TSS
930
Thomas Story & Son
Indiana
$885K -$2.45M -97,979 -72%
BFS
931
Bradley Foster & Sargent
Connecticut
$884K -$1.94M -77,824 -67%
WKWM
932
Walter & Keenan Wealth Management
Indiana
$883K -$1.29M -51,656 -58%
BP
933
Ballentine Partners
Massachusetts
$877K -$572K -22,895 -38%
IA
934
IFP Advisors
Florida
$877K +$22.3K +891 +2%
GVAG
935
Great Valley Advisor Group
Delaware
$877K +$132K +5,295 +17%
GWP
936
Gen-Wealth Partners
Michigan
$875K +$188K +7,525 +24%
TBNY
937
Trustco Bank (New York)
New York
$874K -$120K -4,800 -11%
HIA
938
Harbor Investment Advisory
Maryland
$873K -$9.96K -399 -1%
WPW
939
Waldron Private Wealth
Pennsylvania
$870K -$20.1K -805 -2%
CAM
940
Councilmark Asset Management
Tennessee
$862K -$4.5K -180 -0.5%
CWS
941
Confluence Wealth Services
Pennsylvania
$860K -$254K -10,175 -22%
LFA
942
Legacy Financial Advisors
Kentucky
$858K +$144K +5,770 +19%
TCM
943
Tang Capital Management
California
$858K +$730K +29,218 +397%
NLP
944
Next Level Private
New York
$857K -$54.4K -2,179 -6%
YC
945
Yarbrough Capital
Tennessee
$854K – – –
CA
946
Crewe Advisors
Utah
$853K -$240K -9,593 -21%
MIC
947
Maxi Investments CY
Cyprus
$847K +$91.8K +3,675 +11%
PAS
948
Park Avenue Securities
New York
$843K -$438K -17,553 -33%
SWM
949
Sculati Wealth Management
Michigan
$841K -$328K -13,121 -27%
BC
950
Bridgefront Capital
Texas
$841K +$549K +21,972 +158%
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