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Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
1176
Norris Financial Group
South Carolina
$999K -$75.1K -2,391 -7%
BWP
1177
BSW Wealth Partners
Colorado
$995K +$220K +7,018 +31%
ACM
1178
Armbruster Capital Management
New York
$995K – – –
APP
1179
Avantax Planning Partners
Iowa
$992K -$17.6K -560 -2%
GIA
1180
Guyasuta Investment Advisors
Pennsylvania
$991K -$98.6K -3,140 -10%
LA
1181
Lakeside Advisors
Washington
$988K +$157 +5 +0%
BWM
1182
Birchcreek Wealth Management
Ohio
$987K +$47.9K +1,525 +5%
P
1183
Pitcairn
Pennsylvania
$987K -$36.3K -1,156 -4%
BFIM
1184
Beese Fulmer Investment Management
Ohio
$982K -$33.5K -1,066 -4%
GSEP
1185
Golden State Equity Partners
California
$982K +$922K +29,358 New
SAA
1186
Southeast Asset Advisors
Georgia
$980K -$21K -670 -2%
CSC
1187
Caldwell Sutter Capital
California
$979K +$433K +13,808 +89%
CFD
1188
Creative Financial Designs
Indiana
$978K -$15K -478 -2%
HR
1189
Howe & Rusling
New York
$974K -$54.6K -1,740 -6%
LT
1190
Legacy Trust
Michigan
$972K – – –
MFA
1191
Mayflower Financial Advisors
Massachusetts
$970K -$38.1K -1,215 -4%
CHC
1192
City Holding Co
West Virginia
$969K -$54.3K -1,731 -6%
SIM
1193
Sentry Investment Management
Wisconsin
$962K – – –
CW
1194
CreativeOne Wealth
Kansas
$960K -$122K -3,895 -12%
IIC
1195
Ironwood Investment Counsel
Arizona
$959K -$124K -3,943 -12%
DMBA
1196
Deseret Mutual Benefit Administrators
Utah
$959K +$69K +2,198 +8%
JMFC
1197
J.M. Forbes & Co
Massachusetts
$957K +$7.41K +236 +0.8%
BFA
1198
Beaumont Financial Advisors
Massachusetts
$957K +$10.6K +337 +1%
WG
1199
Welch Group
Alabama
$956K -$8.26K -263 -0.9%
BFW
1200
Brady Family Wealth
Missouri
$956K -$91K -2,897 -9%
46 47
48
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