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Name Holding Trade Value Shares
Change 		Change in
Stake
CAMV
851
Concord Asset Management (Virginia)
Virginia
$1.75M +$356K +823 +28%
PTC
852
Private Trust Company
Ohio
$1.74M +$89.2K +206 +6%
TA
853
TFG Advisers
Michigan
$1.74M +$56.3K +130 +4%
IWS
854
Insight Wealth Strategies
California
$1.74M -$225K -519 -12%
JCM
855
Jacobi Capital Management
Pennsylvania
$1.73M +$70.1K +162 +5%
SPC
856
Spirepoint Private Client
Florida
$1.72M +$1.61M +3,709 New
ACI
857
Alpha Cubed Investments
California
$1.7M -$55.4K -128 -3%
LNC
858
Lincoln National Corp
Pennsylvania
$1.69M +$204K +470 +15%
KWA
859
Kingswood Wealth Advisors
California
$1.69M +$42K +97 +3%
FCP
860
Fidelis Capital Partners
Florida
$1.68M +$338K +780 +28%
PA
861
PFW Advisors
Georgia
$1.68M +$1.3K +3 +0.1%
CIG
862
Consolidated Investment Group
Colorado
$1.67M +$1.56M +3,600 New
PPP
863
Private Portfolio Partners
New Jersey
$1.67M +$26.8K +62 +2%
TWM
864
Trueblood Wealth Management
Ohio
$1.67M +$52K +120 +3%
FFM
865
Forum Financial Management
Illinois
$1.67M – – –
ECM
866
Evergreen Capital Management
Washington
$1.66M +$23.4K +54 +2%
TC
867
Trium Capital
United Kingdom
$1.66M +$651K +1,503 +73%
GL
868
Graypoint LLC
New York
$1.65M +$48.1K +111 +3%
CT
869
Caldwell Trust
Florida
$1.65M -$43.3K -100 -3%
WLG
870
Williamson Legacy Group
Indiana
$1.65M +$6.93K +16 +0.5%
MG
871
Mather Group
Illinois
$1.65M -$117K -271 -6%
CAG
872
Csenge Advisory Group
Florida
$1.62M +$68K +157 +5%
P
873
Pitcairn
Pennsylvania
$1.62M +$259K +598 +21%
LWCFA
874
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.62M -$14.3K -33 -0.9%
SIA
875
Schear Investment Advisers
Ohio
$1.62M +$430K +993 +40%
33 34
35
36 37