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Name Holding Trade Value Shares
Change 		Change in
Stake
NQWM
1701
Northwest Quadrant Wealth Management
Oregon
$824K +$76.8K +231 +11%
CCM
1702
Cribstone Capital Management
Maine
$823K +$15.3K +46 +2%
TNBTD
1703
Trustmark National Bank Trust Department
Mississippi
$822K -$4.33K -13 -0.6%
LC
1704
LCNB Corp
Ohio
$821K -$107K -323 -12%
LWAM
1705
Legacy Wealth Asset Management
Minnesota
$817K +$761K +2,288 New
MFG
1706
MidWestOne Financial Group
Iowa
$811K +$187K +562 +33%
TCWM
1707
Total Clarity Wealth Management
Illinois
$809K -$4.99K -15 -0.7%
PMFA
1708
Plante Moran Financial Advisors
Michigan
$804K -$85.2K -256 -10%
AC
1709
Aristides Capital
Kentucky
$803K – – –
NC
1710
NinePointTwo Capital
California
$802K +$748K +2,247 New
LC
1711
Lindbrook Capital
California
$800K -$998 -3 -0.1%
BHTS
1712
Bar Harbor Trust Services
Maine
$800K +$93.8K +282 +14%
RPWA
1713
Regent Peak Wealth Advisors
Georgia
$798K +$7.32K +22 +1%
AT
1714
Arden Trust
Delaware
$797K -$7.32K -22 -1%
CHAM
1715
Clear Harbor Asset Management
Connecticut
$797K +$37.6K +113 +5%
JWM
1716
JFG Wealth Management
Colorado
$797K +$743K +2,233 New
LIA
1717
LBMC Investment Advisors
Tennessee
$796K – – –
PL
1718
Plancorp LLC
Missouri
$795K -$24.3K -73 -3%
BFS
1719
Baskin Financial Services
Ontario, Canada
$795K – – –
AWM
1720
Aberdeen Wealth Management
Illinois
$788K +$59.9K +180 +9%
EM
1721
Excalibur Management
Massachusetts
$787K -$66.5K -200 -8%
OWA
1722
Outlook Wealth Advisors
Texas
$783K +$333 +1 +0%
QSS
1723
Quantitative Systematic Strategies
Florida
$782K +$729K +2,191 New
OPPTF
1724
OPSEU Pension Plan Trust Fund
Ontario, Canada
$781K +$11.6K +35 +2%
RSWM
1725
Robertson Stephens Wealth Management
California
$780K -$463K -1,392 -39%
67 68
69
70 71