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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1401
Baldwin Wealth Partners
Massachusetts
$864K – – –
IAS
1402
IMA Advisory Services
Colorado
$864K +$33.8K +944 +4%
DCM
1403
Donaldson Capital Management
Indiana
$860K -$142K -3,962 -14%
RCM
1404
RB Capital Management
Nevada
$858K +$847K +23,647 New
BSWMG
1405
Barrington Strategic Wealth Management Group
Illinois
$854K +$7.52K +210 +0.9%
UBWV
1406
United Bank (West Virginia)
West Virginia
$851K +$41.5K +1,158 +5%
BFPW
1407
BOK Financial Private Wealth
Colorado
$848K -$65.6K -1,831 -7%
FSA
1408
Franklin Street Advisors
North Carolina
$847K -$331K -9,235 -28%
DP
1409
Dearborn Partners
Illinois
$847K – – –
ACS
1410
Archford Capital Strategies
Illinois
$847K +$36.7K +1,026 +5%
PFA
1411
Paradigm Financial Advisors
Missouri
$846K +$89.7K +2,506 +12%
AA
1412
ALPS Advisors
Colorado
$845K +$332K +9,281 +66%
PFBT
1413
Parkside Financial Bank & Trust
Missouri
$843K +$15.9K +443 +2%
SS
1414
Sunbelt Securities
Texas
$840K -$178K -4,967 -18%
CA
1415
Corrado Advisors
New Jersey
$840K +$51.9K +1,450 +7%
TCM
1416
Tradewinds Capital Management
Washington
$825K -$87.4K -2,440 -10%
TPWA
1417
TRUE Private Wealth Advisors
Oregon
$825K +$2.83K +79 +0.4%
AIM
1418
Advantage Investment Management
Iowa
$822K +$81.4K +2,274 +11%
SG
1419
Somerset Group
Minnesota
$821K – – –
TDC
1420
Thompson Davis & Co
Virginia
$819K +$431K +12,042 +114%
SFP
1421
Shepherd Financial Partners
Massachusetts
$815K +$798K +22,299 New
RHBC
1422
R.H. Bluestein & Co
Michigan
$809K -$220K -6,150 -22%
JIC
1423
Joel Isaacson & Co
New York
$804K +$71.6K +2,000 +10%
GEA
1424
Glen Eagle Advisors
New Jersey
$802K +$792K +22,125 New
CT
1425
Clearstead Trust
Maine
$802K +$792K +22,110 New
55 56
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58 59