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Name Holding Trade Value Shares
Change 		Change in
Stake
BCG
1301
Breakwater Capital Group
New Jersey
$342K -$4.92K -225 -1%
LAM
1302
L2 Asset Management
Massachusetts
$341K -$33.8K -1,545 -9%
RMDI
1303
R.M. Davis Inc
Maine
$341K +$329K +15,027 New
FNBT
1304
FineMark National Bank & Trust
Florida
$341K -$75.8K -3,463 -19%
MDA
1305
Minot DeBlois Advisors
Massachusetts
$341K +$5.91K +270 +2%
SR
1306
Syntax Research
Florida
$341K – – –
TSWM
1307
Tyler-Stone Wealth Management
Ohio
$340K -$258K -11,800 -44%
TPI
1308
Trust Point Inc
Wisconsin
$339K -$59.3K -2,708 -15%
PCS
1309
Personal CFO Solutions
New Jersey
$339K +$38K +1,738 +13%
HBW
1310
Hazlett, Burt & Watson
West Virginia
$339K -$12.6K -577 -4%
LWM
1311
Lodestone Wealth Management
Washington
$338K -$30.8K -1,408 -9%
SFG
1312
SevenBridge Financial Group
Pennsylvania
$337K -$66.8K -3,051 -17%
MFS
1313
Mirabella Financial Services
United Kingdom
$336K +$350K +16,000 New
LCAM
1314
London & Capital Asset Management
United Kingdom
$336K +$2.23K +102 +0.7%
TIA
1315
Tiemann Investment Advisors
California
$335K -$28.4K -1,300 -8%
IF
1316
Integrity Financial
Wyoming
$335K +$2.08K +95 +0.6%
GFP
1317
Gryphon Financial Partners
Ohio
$335K +$25K +1,143 +8%
CFP
1318
Cascade Financial Partners
California
$335K -$5.08K -232 -2%
FMC
1319
First Merchants Corp
Indiana
$335K -$110K -5,044 -26%
PCM
1320
Perkins Capital Management
Minnesota
$334K -$38.3K -1,750 -11%
TC
1321
TFR Capital
Texas
$333K +$321K +14,683 New
VWA
1322
Visionary Wealth Advisors
Illinois
$333K -$46.9K -2,141 -13%
AIM
1323
Advyzon Investment Management
Illinois
$333K +$321K +14,648 New
IP
1324
Intellectus Partners
California
$332K +$320K +14,615 New
CIC
1325
Crawford Investment Counsel
Georgia
$331K -$2.78K -127 -0.9%
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