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Name Holding Trade Value Shares
Change 		Change in
Stake
USB
1701
Union Savings Bank
Connecticut
$1.68M -$33.4K -73 -2%
LCM
1702
Landscape Capital Management
New Jersey
$1.67M +$1.59M +3,475 New
AL
1703
Aspiriant LLC
California
$1.67M -$35.2K -77 -2%
MBT
1704
Montecito Bank & Trust
California
$1.66M +$48.5K +106 +3%
CWAG
1705
Compton Wealth Advisory Group
Virginia
$1.66M +$35.2K +77 +2%
RMDI
1706
R.M. Davis Inc
Maine
$1.66M -$35.2K -77 -2%
RZH
1707
Relyea Zuckerberg Hanson
Connecticut
$1.66M +$22.9K +50 +1%
ESB
1708
Essex Savings Bank
Connecticut
$1.65M – – –
HWMA
1709
Heritage Wealth Management (Arizona)
Arizona
$1.65M -$43K -94 -3%
HCM
1710
HMS Capital Management
Tennessee
$1.63M -$13.3K -29 -0.8%
WCM
1711
Whitener Capital Management
North Carolina
$1.62M – – –
IW
1712
Imprint Wealth
South Carolina
$1.62M +$1.55M +3,382 New
VWM
1713
Venturi Wealth Management
Texas
$1.62M +$112K +244 +8%
BCA
1714
Bray Capital Advisors
Florida
$1.61M – – –
UCB
1715
United Community Bank
South Carolina
$1.61M +$77.3K +169 +5%
PCMF
1716
Private Capital Management (Florida)
Florida
$1.61M -$38.9K -85 -2%
JSW
1717
Journey Strategic Wealth
New Jersey
$1.61M +$267K +583 +21%
LCGC
1718
Legacy Capital Group California
California
$1.6M -$46.6K -102 -3%
CF
1719
Copperwynd Financial
Arizona
$1.6M +$56.2K +123 +4%
SW
1720
SteelPeak Wealth
California
$1.6M +$448K +979 +42%
KWM
1721
Koa Wealth Management
California
$1.6M -$35.7K -78 -2%
EFG
1722
Everhart Financial Group
Ohio
$1.6M +$205K +449 +16%
VCM
1723
Violich Capital Management
California
$1.6M +$75.4K +165 +5%
WAS
1724
Winch Advisory Services
Wisconsin
$1.6M -$23.3K -51 -2%
CC
1725
Copperleaf Capital
North Carolina
$1.59M -$133K -292 -8%
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