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Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
1476
Lake Street Advisors Group
New Hampshire
$963K -$12.9K -237 -1%
EWM
1477
EPG Wealth Management
Georgia
$962K +$3.32K +61 +0.3%
SCM
1478
Schnieders Capital Management
California
$960K -$4.35K -80 -0.4%
BP
1479
Ballentine Partners
Massachusetts
$959K -$76.1K -1,399 -7%
PFO
1480
Pathstone Family Office
New Jersey
$957K +$216K +3,969 +29%
OPTFSNA
1481
Old Point Trust & Financial Services N A
Virginia
$955K -$207K -3,810 -18%
FPCG
1482
Fort Pitt Capital Group
Pennsylvania
$955K +$15.3K +282 +2%
CCWA
1483
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$954K +$5.5K +101 +0.6%
WSC
1484
Wellington Shields & Co
New York
$952K -$31.3K -575 -3%
HBT
1485
Hills Bank & Trust
Iowa
$945K +$5.17K +95 +0.5%
NCM
1486
Next Capital Management
New York
$944K – – –
PFT
1487
Providence First Trust
Arizona
$942K -$9.03K -166 -0.9%
BMC
1488
Beaton Management Company
Massachusetts
$940K – – –
LC
1489
LCNB Corp
Ohio
$940K +$13.6K +250 +1%
JWA
1490
JFS Wealth Advisors
Pennsylvania
$940K +$20.8K +383 +2%
ONST
1491
Old North State Trust
North Carolina
$938K +$99.8K +1,834 +12%
FSA
1492
Financial Sense Advisors
California
$936K -$15.9K -293 -2%
TA
1493
Tiedemann Advisors
New York
$935K -$47.6K -874 -5%
SLT
1494
St Louis Trust
Missouri
$935K – – –
IP
1495
Investment Partners
Ohio
$934K +$133K +2,436 +16%
FBC
1496
Fairfield, Bush & Co
Connecticut
$933K – – –
NP
1497
NorthRock Partners
Minnesota
$930K +$127K +2,338 +16%
SG
1498
StoneX Group
New York
$929K +$254K +4,661 +38%
FPS
1499
Fieldpoint Private Securities
Connecticut
$926K +$26.9K +495 +3%
SCM
1500
Spreng Capital Management
Ohio
$926K +$66.4K +1,221 +8%
58 59
60
61 62