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Name Holding Trade Value Shares
Change 		Change in
Stake
FNBSF
1626
First National Bank Sioux Falls
South Dakota
$1.14M – – –
KTC
1627
Kistler-Tiffany Companies
Pennsylvania
$1.13M +$119K +344 +12%
CFO
1628
CVA Family Office
Colorado
$1.13M +$734K +2,121 +207%
TCA
1629
Transcend Capital Advisors
New Jersey
$1.13M +$60.9K +176 +6%
MFA
1630
Mayflower Financial Advisors
Massachusetts
$1.13M +$3.8K +11 +0.4%
GRP
1631
Global Retirement Partners
California
$1.13M +$44.3K +128 +4%
RSWM
1632
Robertson Stephens Wealth Management
California
$1.12M +$243K +702 +29%
PC
1633
Permit Capital
Pennsylvania
$1.12M – – –
MC
1634
Middleton & Co
Massachusetts
$1.12M +$22.5K +65 +2%
CPO
1635
Cerity Partners OCIO
New York
$1.12M +$80.9K +234 +8%
HT
1636
Heritage Trust
Oklahoma
$1.12M – – –
EF
1637
Empowered Funds
Pennsylvania
$1.12M +$1.08M +3,110 New
FNT
1638
First National Trust
Pennsylvania
$1.12M -$11.8K -34 -1%
WA
1639
Wealth Alliance
New York
$1.12M +$14.2K +41 +1%
CWP
1640
Curated Wealth Partners
California
$1.11M -$135K -391 -11%
SOAMC
1641
Spirit of America Management Corp
New York
$1.11M -$692K -2,000 -39%
OFW
1642
Omnia Family Wealth
Florida
$1.11M – – –
UAML
1643
US Asset Management LLC
Pennsylvania
$1.11M -$1.38K -4 -0.1%
HCP
1644
Holt Capital Partners
Texas
$1.11M -$8.65K -25 -0.8%
BW
1645
Bison Wealth
Georgia
$1.1M -$30.4K -88 -3%
MBT
1646
Montecito Bank & Trust
California
$1.1M -$50.5K -146 -5%
JWCA
1647
J.W. Cole Advisors
Florida
$1.1M +$75.4K +218 +8%
BJL
1648
Brighton Jones LLC
Washington
$1.1M +$92.3K +267 +10%
TSWM
1649
Tyler-Stone Wealth Management
Ohio
$1.1M +$1.06M +3,054 New
DWM
1650
Drive Wealth Management
Utah
$1.09M +$1.05M +3,035 New
64 65
66
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