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Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
901
West Family Investments
California
$3.31M -$97.4K -1,749 -3%
COI
902
Connable Office Inc
Michigan
$3.3M -$48K -862 -2%
4WM
903
44 Wealth Management
Oregon
$3.3M -$120K -2,157 -4%
TW
904
TrinityPoint Wealth
Connecticut
$3.3M -$74.2K -1,333 -2%
HDIM
905
Hanson & Doremus Investment Management
Vermont
$3.29M -$71.5K -1,284 -2%
CFSG
906
Community Financial Services Group
Vermont
$3.29M +$121K +2,165 +4%
PA
907
Parallel Advisors
California
$3.29M -$50.8K -913 -2%
CWM
908
C2C Wealth Management
Arizona
$3.29M +$3.09M +55,522 New
SFA
909
Semmax Financial Advisors
North Carolina
$3.27M -$227K -4,068 -7%
WPW
910
Waldron Private Wealth
Pennsylvania
$3.27M +$7.18K +129 +0.2%
EWA
911
EP Wealth Advisors
California
$3.27M -$115K -2,058 -4%
RFA
912
Reilly Financial Advisors
California
$3.27M +$87.5K +1,572 +3%
CNBTD
913
Citizens National Bank Trust Department
Mississippi
$3.26M -$1.47M -26,402 -32%
PP
914
PDS Planning
Ohio
$3.25M -$10K -180 -0.3%
GVAG
915
Great Valley Advisor Group
Delaware
$3.25M +$10.5K +189 +0.3%
NERM
916
New England Research & Management
Illinois
$3.24M -$40.4K -725 -1%
EA
917
Ellsworth Advisors
Ohio
$3.24M +$602K +10,802 +25%
SIC
918
Sigma Investment Counselors
Michigan
$3.22M -$223 -4 -0%
FTDI
919
First Trust Direct Indexing
Massachusetts
$3.22M +$9.63K +173 +0.3%
CA
920
Callahan Advisors
Texas
$3.21M -$1.34K -24 -0%
BBNA
921
Bremer Bank National Association
Minnesota
$3.2M +$544K +9,767 +22%
ARMC
922
American Research & Management Company
Massachusetts
$3.2M -$33.6K -604 -1%
PT
923
Plimoth Trust
Massachusetts
$3.2M +$296K +5,318 +11%
BWL
924
Bogart Wealth LLC
Virginia
$3.18M +$370K +6,649 +14%
DDC
925
DF Dent & Co
Maryland
$3.17M +$835K +14,988 +39%
35 36
37
38 39