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Name Holding Trade Value Shares
Change 		Change in
Stake
EB
1151
Eastern Bank
Massachusetts
$302K – – –
LA
1152
Latitude Advisors
Florida
$302K -$48.3K -154 -14%
FTA
1153
Financial & Tax Architects
Missouri
$300K +$286K +912 New
SWM
1154
SeaCrest Wealth Management
New York
$299K +$25.1K +80 +10%
PEA
1155
Park Edge Advisors
Ohio
$299K +$287K +916 New
FG
1156
Fiduciary Group
Georgia
$298K -$2.19K -7 -0.8%
MTC
1157
McDaniel Terry & Co
Texas
$297K – – –
DBT
1158
Dubuque Bank & Trust
Iowa
$296K -$7.21K -23 -2%
CWP
1159
Curated Wealth Partners
California
$295K -$86.2K -275 -23%
MSAM
1160
Moloney Securities Asset Management
Missouri
$295K +$7.84K +25 +3%
BAM
1161
Blueshift Asset Management
New Jersey
$294K +$283K +902 New
WB
1162
Webster Bank
Connecticut
$294K – – –
QCM
1163
Qsemble Capital Management
New York
$294K +$282K +900 New
EA
1164
Eclectic Associates
California
$291K +$280K +892 New
SHGA
1165
Sand Hill Global Advisors
California
$290K +$33.9K +108 +14%
SPWM
1166
Spartan Planning & Wealth Management
North Carolina
$290K +$279K +889 New
WCM
1167
Wedge Capital Management
North Carolina
$288K +$9.09K +29 +3%
CAG
1168
Crestwood Advisors Group
Massachusetts
$288K +$276K +882 New
HFBOT
1169
Home Federal Bank of Tennessee
Tennessee
$287K – – –
RDWM
1170
Red Door Wealth Management
Tennessee
$287K – – –
NFA
1171
Northern Financial Advisors
Michigan
$287K +$276K +880 New
AFP
1172
Ausdal Financial Partners
Iowa
$287K +$5.64K +18 +2%
WHG
1173
Westwood Holdings Group
Texas
$286K +$9.4K +30 +4%
ST
1174
Sabal Trust
Florida
$285K -$4.7K -15 -2%
CDH
1175
Charles D. Hyman
$284K – – –
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