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Name Holding Trade Value Shares
Change 		Change in
Stake
KS
1326
Karpas Strategies
Connecticut
$1.22M – – –
WA
1327
Waverly Advisors
Alabama
$1.22M +$41.3K +740 +4%
BFA
1328
Beaumont Financial Advisors
Massachusetts
$1.21M -$120K -2,144 -8%
BDS
1329
Banco de Sabadell
Florida
$1.21M -$4.79K -86 -0.4%
VWA
1330
V Wealth Advisors
Kansas
$1.21M +$14.9K +268 +1%
PAM
1331
Premier Asset Management
Illinois
$1.21M +$362K +6,500 +39%
JGIA
1332
Jackson Grant Investment Advisers
Connecticut
$1.2M +$4.01K +72 +0.3%
WCM
1333
Whitener Capital Management
North Carolina
$1.2M -$76.7K -1,376 -6%
THWM
1334
Taylor Hoffman Wealth Management
Virginia
$1.2M +$9.81K +176 +0.8%
FC
1335
Financial Council
Maryland
$1.2M +$1.27M +22,824 New
SHWM
1336
Smith & Howard Wealth Management
Georgia
$1.2M -$14.8K -266 -1%
NSB
1337
Norway Savings Bank
Maine
$1.2M – – –
LFA
1338
Legacy Financial Advisors
Kentucky
$1.2M +$112K +2,011 +10%
AA
1339
Argent Advisors
Louisiana
$1.2M +$121K +2,167 +10%
CT
1340
Coastline Trust
Rhode Island
$1.2M – – –
RWB
1341
RMR Wealth Builders
New Jersey
$1.19M -$780 -14 -0.1%
IAIM
1342
International Assets Investment Management
Florida
$1.19M +$136K +2,448 +12%
GRQ
1343
Gardner Russo & Quinn
Pennsylvania
$1.19M – – –
SWM
1344
Sculati Wealth Management
Michigan
$1.19M +$170K +3,054 +16%
WBC
1345
West Branch Capital
Massachusetts
$1.19M +$13.5K +243 +1%
RMDI
1346
R.M. Davis Inc
Maine
$1.19M -$24.4K -438 -2%
LAIC
1347
Lederer & Associates Investment Counsel
California
$1.19M – – –
CQS
1348
Credential Qtrade Securities
$1.18M +$83.4K +1,496 +7%
V
1349
VeraBank
Texas
$1.18M -$8.36K -150 -0.7%
AWP
1350
Accretive Wealth Partners
New Jersey
$1.18M +$88.7K +1,592 +8%
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