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Name Holding Trade Value Shares
Change 		Change in
Stake
AHC
1251
Adell Harriman & Carpenter
Texas
$372K -$59.5K -400 -14%
CC
1252
Courier Capital
New York
$370K -$33.8K -227 -9%
NDSI
1253
Newman Dignan & Sheerar Inc
Rhode Island
$369K -$37.2K -250 -9%
DDC
1254
Daniel Devine & Co
Florida
$369K – – –
BCA
1255
Berman Capital Advisors
Georgia
$369K +$362K +2,435 New
IWC
1256
Integrated Wealth Concepts
Massachusetts
$368K +$344K +2,313 New
SBSB
1257
Sullivan, Bruyette, Speros & Blaney
Virginia
$367K – – –
GC
1258
Gratry & Company
Ohio
$363K -$82.4K -554 -19%
TFO
1259
Tarbox Family Office
California
$361K – – –
AWA
1260
AmeriServ Wealth Advisors
Pennsylvania
$361K +$357K +2,400 New
NQWM
1261
Northwest Quadrant Wealth Management
Oregon
$358K -$7.43K -50 -2%
HPWM
1262
Highland Private Wealth Management
Washington
$356K +$14.1K +95 +4%
CCA
1263
Conestoga Capital Advisors
Pennsylvania
$353K – – –
IP
1264
Intellectus Partners
California
$352K -$6.84K -46 -2%
GRP
1265
Global Retirement Partners
California
$350K +$64.5K +434 +23%
IT
1266
Independence Trust
Tennessee
$348K -$1.78K -12 -0.5%
AIS
1267
American Investment Services
Massachusetts
$345K +$446 +3 +0.1%
MWM
1268
Mission Wealth Management
California
$342K -$6.69K -45 -2%
AC
1269
Abbrea Capital
California
$342K +$743 +5 +0.2%
EHC
1270
Everett Harris & Co
California
$338K -$3.72K -25 -1%
CCP
1271
Corient Capital Partners
California
$336K -$31.5K -212 -9%
EAM
1272
Evanson Asset Management
California
$336K – – –
CT
1273
Clearstead Trust
Maine
$333K – – –
AW
1274
Alpha Windward
Massachusetts
$332K -$11K -74 -3%
HIIFS
1275
Harel Insurance Investments & Financial Services
Israel
$332K +$178K +1,195 +120%
49 50
51
52 53