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Name Holding Trade Value Shares
Change 		Change in
Stake
FUBT
1701
First United Bank & Trust
Maryland
$1.89M -$30.4K -61 -2%
FNBSF
1702
First National Bank Sioux Falls
South Dakota
$1.89M – – –
SFP
1703
Shepherd Financial Partners
Massachusetts
$1.89M -$1.5K -3 -0.1%
VA
1704
Valmark Advisers
Ohio
$1.88M +$30.9K +62 +2%
SCA
1705
Sander Capital Advisors
Washington
$1.88M -$247K -495 -12%
AC
1706
AXQ Capital
New Jersey
$1.87M -$1.31M -2,631 -42%
SSWM
1707
Strait & Sound Wealth Management
California
$1.87M -$20.4K -41 -1%
AA
1708
Advisory Alpha
Michigan
$1.87M -$53.9K -108 -3%
RMDI
1709
R.M. Davis Inc
Maine
$1.86M -$51.9K -104 -3%
JSC
1710
Jackson Square Capital
California
$1.85M -$2.99K -6 -0.2%
HWA
1711
HCR Wealth Advisors
California
$1.84M -$63.3K -127 -3%
BC
1712
Burney Company
Virginia
$1.83M +$45.9K +92 +3%
RLH
1713
RD Lewis Holdings
Florida
$1.83M +$18.9K +38 +1%
MAG
1714
Meadowbrook Advisors Group
New Jersey
$1.83M +$43.9K +88 +3%
ESB
1715
Essex Savings Bank
Connecticut
$1.83M -$3.99K -8 -0.2%
SCM
1716
Schnieders Capital Management
California
$1.83M +$597K +1,198 +51%
TWM
1717
Thrive Wealth Management
Pennsylvania
$1.82M +$91.7K +184 +5%
VFA
1718
Voya Financial Advisors
Connecticut
$1.82M -$156K -312 -8%
GWS
1719
Greykasell Wealth Strategies
California
$1.82M -$20.9K -42 -1%
PGA
1720
Portland Global Advisors
Maine
$1.82M +$1.37M +2,741 +340%
SC
1721
Stance Capital
Massachusetts
$1.82M -$2.47M -4,944 -58%
HCP
1722
Holt Capital Partners
Texas
$1.82M +$143K +286 +9%
BI
1723
BlueSpruce Investments
Illinois
$1.8M -$33.4M -66,950 -95%
SAM
1724
Steinberg Asset Management
New York
$1.8M +$383K +769 +28%
PCP
1725
Proficio Capital Partners
Massachusetts
$1.8M +$1.54M +3,083 +743%
67 68
69
70 71