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Name Holding Trade Value Shares
Change 		Change in
Stake
SDWIA
1501
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$549K +$555K +11,602 New
HFA
1502
Hoover Financial Advisors
Pennsylvania
$547K +$553K +11,546 New
AP
1503
Atwood & Palmer
Missouri
$546K +$5.55K +116 +1%
PP
1504
PagnatoKarp Partners
Virginia
$542K -$14.1K -294 -3%
BA
1505
Bristol Advisors
Pennsylvania
$540K +$546K +11,400 New
DAC
1506
Dividend Assets Capital
South Carolina
$539K – – –
MWM
1507
Modera Wealth Management
New Jersey
$538K +$19.8K +414 +4%
PCMC
1508
Paragon Capital Management (Colorado)
Colorado
$537K -$123K -2,580 -19%
CA
1509
Cambridge Advisors
Nebraska
$537K +$46.1K +963 +9%
CT
1510
Clearstead Trust
Maine
$536K -$85.3K -1,782 -14%
AF
1511
Advisornet Financial
Minnesota
$533K -$26.2K -547 -5%
SSWM
1512
Sheets Smith Wealth Management
North Carolina
$533K – – –
HFA
1513
High Falls Advisors
New York
$530K – – –
MWPCG
1514
Measured Wealth Private Client Group
New Hampshire
$529K -$8.38K -175 -2%
AWM
1515
Aries Wealth Management
Maine
$529K – – –
CNB
1516
Camden National Bank
Maine
$528K +$40.2K +839 +8%
SA
1517
SL Advisors
New Jersey
$527K – – –
PGWM
1518
Parisi Gray Wealth Management
New Jersey
$526K +$3.02K +63 +0.6%
MIC
1519
Means Investment Company
Maine
$524K +$530K +11,065 New
PIA
1520
Pinion Investment Advisors
Kansas
$522K -$143K -2,995 -21%
AIM
1521
Aspen Investment Management
Michigan
$518K – – –
CHAM
1522
Clear Harbor Asset Management
Connecticut
$518K +$4.79K +100 +0.9%
SWA
1523
SFMG Wealth Advisors
Texas
$517K +$15K +313 +3%
HBT
1524
Hills Bank & Trust
Iowa
$516K +$1.44K +30 +0.3%
MFW
1525
Meristem Family Wealth
Minnesota
$516K +$8.62K +180 +2%
59 60
61
62 63