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Name Holding Trade Value Shares
Change 		Change in
Stake
JMFC
1151
J.M. Forbes & Co
Massachusetts
$317K – – –
PIM
1152
Profit Investment Management
Maryland
$316K -$43.3K -365 -12%
FMWA
1153
Forvis Mazars Wealth Advisors
Missouri
$313K +$9.73K +82 +3%
SFA
1154
Sequoia Financial Advisors
Ohio
$311K – – –
SSW
1155
Smith Shellnut Wilson
Mississippi
$309K -$20K -169 -5%
DIA
1156
Dana Investment Advisors
Wisconsin
$307K -$8.19K -69 -3%
HWA
1157
HCR Wealth Advisors
California
$307K – – –
APP
1158
Avantax Planning Partners
Iowa
$306K +$11.3K +95 +4%
SNB
1159
Security National Bank
Nebraska
$304K – – –
S
1160
SignatureFD
Georgia
$304K +$44.6K +376 +18%
IT
1161
Independence Trust
Tennessee
$301K -$2.73K -23 -0.9%
BJL
1162
Brighton Jones LLC
Washington
$301K +$294K +2,480 New
GBT
1163
Grove Bank & Trust
Florida
$299K +$28.5K +240 +11%
BB
1164
Bell Bank
North Dakota
$298K – – –
IP
1165
Intellectus Partners
California
$298K +$9.02K +76 +3%
NQWM
1166
Northwest Quadrant Wealth Management
Oregon
$297K +$474 +4 +0.2%
DDC
1167
Daniel Devine & Co
Florida
$296K – – –
SBSB
1168
Sullivan, Bruyette, Speros & Blaney
Virginia
$295K +$5.22K +44 +2%
WF
1169
Welch & Forbes
Massachusetts
$295K +$288K +2,424 New
SGK
1170
Steigerwald Gordon & Koch
Virginia
$291K +$13.6K +115 +5%
FFWA
1171
FRG Family Wealth Advisors
Washington
$290K – – –
TFO
1172
Tarbox Family Office
California
$286K +$119K +1,000 +74%
CCA
1173
Conestoga Capital Advisors
Pennsylvania
$285K – – –
FIM
1174
Foresters Investment Management
New York
$284K +$278K +2,340 New
FHA
1175
Flagship Harbor Advisors
Massachusetts
$283K -$8.9K -75 -3%
45 46
47
48 49