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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1551
Palumbo Wealth Management
New York
$846K +$3.65K +67 +0.4%
NWA
1552
New World Advisors
Massachusetts
$846K +$851K +15,634 New
KOMWMG
1553
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$843K -$185K -3,404 -18%
VAM
1554
Verity Asset Management
North Carolina
$842K +$155K +2,841 +22%
DI
1555
DAGCO Inc
Ohio
$839K -$188K -3,450 -18%
ARM
1556
Adirondack Research & Management
New York
$833K +$109 +2 +0%
FBB
1557
Fulton Breakefield Broenniman
Maryland
$831K -$7.62K -140 -0.9%
BMCM
1558
Bryn Mawr Capital Management
Pennsylvania
$828K – – –
LPT
1559
Legacy Private Trust
Wisconsin
$828K – – –
OPW
1560
Oxler Private Wealth
New York
$827K -$5.44K -100 -0.6%
CTI
1561
Community Trust & Investment
Kentucky
$827K +$341K +6,267 +70%
AA
1562
ACT Advisors
North Carolina
$826K – – –
BC
1563
Burleson & Co
California
$826K +$163 +3 +0%
PIG
1564
Pantheon Investment Group
California
$825K +$12.2K +225 +1%
FIM
1565
Freedom Investment Management
Connecticut
$824K -$5.99K -110 -0.7%
SC
1566
Saybrook Capital
North Carolina
$821K – – –
TWA
1567
TCI Wealth Advisors
Arizona
$821K +$616K +11,323 +295%
HTHT
1568
Hemenway Trust Hemenway Trust
New Hampshire
$817K +$66.6K +1,225 +9%
KC
1569
Kingfisher Capital
North Carolina
$814K -$11.5K -211 -1%
RAM
1570
Redmond Asset Management
Virginia
$812K -$28.3K -520 -3%
CCFCSB
1571
Cape Cod Five Cents Savings Bank
Massachusetts
$812K -$21.7K -399 -3%
MAM
1572
Morse Asset Management
Connecticut
$812K – – –
SWM
1573
Selective Wealth Management
Virginia
$811K -$1.09K -20 -0.1%
AG
1574
AlphaSimPlex Group
Massachusetts
$810K +$245K +4,503 +43%
MCM
1575
Marathon Capital Management
Maryland
$809K -$54.4K -999 -6%
61 62
63
64 65