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Name Holding Trade Value Shares
Change 		Change in
Stake
CISOA
1676
Capital Investment Services of America
Wisconsin
$339K – – –
NEIRG
1677
New England Investment & Retirement Group
Massachusetts
$339K – – –
AIM
1678
Avity Investment Management
Connecticut
$337K -$9.64K -35 -3%
EWM
1679
Empirical Wealth Management
Washington
$337K +$342K +1,241 New
DWM
1680
Dorchester Wealth Management
Quebec, Canada
$336K +$11K +40 +3%
WCM
1681
WealthBridge Capital Management
Ohio
$335K -$5.51K -20 -2%
SIA
1682
Strategic Investment Advisors
Michigan
$334K +$27.6K +100 +9%
NB
1683
NBT Bank
New York
$333K – – –
FPCP
1684
Fort Point Capital Partners
California
$331K +$336K +1,220 New
WPC
1685
Waters Parkerson & Co
Louisiana
$329K +$27.6K +100 +9%
EPA
1686
Element Pointe Advisors
Florida
$327K -$82.9K -301 -20%
FFW
1687
Fusion Family Wealth
New York
$327K – – –
SCM
1688
Schnieders Capital Management
California
$326K – – –
11A
1689
10-15 Associates
New York
$325K -$9.64K -35 -3%
AFP
1690
Ausdal Financial Partners
Iowa
$325K – – –
GJCM
1691
Grand Jean Capital Management
California
$323K – – –
GHA
1692
GW Henssler & Associates
Georgia
$323K +$94K +341 +40%
BOPW
1693
Brandywine Oak Private Wealth
Pennsylvania
$322K -$7.44K -27 -2%
POIA
1694
Pin Oak Investment Advisors
Texas
$319K -$551 -2 -0.2%
FIM
1695
Frontier Investment Management
Texas
$318K +$109K +395 +51%
SPIO
1696
Seven Post Investment Office
California
$316K – – –
FNT
1697
First Nebraska Trust
Nebraska
$314K – – –
CAM
1698
CenterStar Asset Management
Illinois
$313K – – –
WCM
1699
Wallace Capital Management
Texas
$311K – – –
TSWM
1700
Triangle Securities Wealth Management
North Carolina
$310K -$2.76K -10 -0.9%
66 67
68
69 70