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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1651
MBA Advisors
Pennsylvania
$703K -$14.6K -268 -2%
FNBTCON
1652
First National Bank & Trust Co of Newtown
Pennsylvania
$703K – – –
SMA
1653
Sage Mountain Advisors
Georgia
$703K +$63K +1,158 +10%
XSC
1654
X-Square Capital
Puerto Rico
$703K +$202K +3,716 +40%
AFIA
1655
America First Investment Advisors
Nebraska
$702K – – –
T
1656
TOBAM
France
$701K -$39.8K -731 -5%
LWMM
1657
Legacy Wealth Management (Mississippi)
Mississippi
$697K – – –
BSI
1658
Bennett Selby Investments
Maine
$697K – – –
MCM
1659
Maple Capital Management
Vermont
$696K -$135K -2,487 -17%
ACM
1660
Armbruster Capital Management
New York
$695K – – –
BDFN
1661
Bond & Devick Financial Network
Minnesota
$695K – – –
CRIG
1662
Charter Research & Investment Group
Connecticut
$695K – – –
MPIA
1663
Mountain Pacific Investment Advisers
Idaho
$695K – – –
KM
1664
Kalos Management
Georgia
$695K +$59.7K +1,097 +10%
AFP
1665
Ausdal Financial Partners
Iowa
$692K +$3.43K +63 +0.5%
SPFA
1666
Summit Place Financial Advisors
New Jersey
$689K +$58.2K +1,070 +9%
CWP
1667
Capital Wealth Planning
Florida
$687K -$93.3M -1,714,352 -99%
AFG
1668
Allegheny Financial Group
Pennsylvania
$687K +$4.03K +74 +0.6%
CCM
1669
Carlson Capital Management
Minnesota
$685K +$544 +10 +0.1%
SF
1670
Symphony Financial
Texas
$683K -$215K -3,956 -24%
SW
1671
SkyOak Wealth
Michigan
$682K – – –
IFS
1672
Ifrah Financial Services
Arkansas
$682K +$2.94K +54 +0.4%
PH
1673
Pinnacle Holdings
Oklahoma
$682K -$5.88K -108 -0.8%
MC
1674
Montag & Caldwell
Georgia
$681K – – –
MC
1675
Middleton & Co
Massachusetts
$680K – – –
65 66
67
68 69