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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2501
Trevian Wealth Management
Massachusetts
$550K -$504K -2,016 -45%
HTHT
2502
Hemenway Trust Hemenway Trust
New Hampshire
$550K +$43.7K +175 +8%
IA
2503
IFG Advisors
Missouri
$549K -$16.5K -66 -3%
SG
2504
Somerset Group
Minnesota
$549K -$1.75K -7 -0.3%
HWM
2505
Hemington Wealth Management
Virginia
$548K +$45.5K +182 +8%
QCIG
2506
Quad-Cities Investment Group
Iowa
$547K -$195K -780 -24%
AAS
2507
Annex Advisory Services
Wisconsin
$546K -$120K -482 -16%
CAL
2508
Capital Analysts LLC
Pennsylvania
$545K -$4.48M -17,911 -88%
BFS
2509
Bickling Financial Services
Massachusetts
$544K +$197K +788 +48%
GBWM
2510
Granite Bay Wealth Management
New Hampshire
$544K +$412K +1,650 +208%
OLVIG
2511
Oliver Lagore Vanvalin Investment Group
Michigan
$543K -$2.65M -10,587 -81%
BCM
2512
Breiter Capital Management
Florida
$540K -$10.7K -43 -2%
CFO
2513
Collective Family Office
Pennsylvania
$538K -$157K -628 -21%
MAM
2514
Madison Asset Management
Wisconsin
$537K -$214K -856 -26%
WGAM
2515
Wilkinson Global Asset Management
New York
$537K -$6.5K -26 -1%
ABLA
2516
Alan B. Lancz & Associates
Ohio
$537K +$150K +600 +33%
NWM
2517
Northcape Wealth Management
New York
$537K +$418K +1,671 +225%
AWM
2518
AAF Wealth Management
Massachusetts
$536K +$603K +2,411 New
BDWCC
2519
B&D White Capital Company
Texas
$536K -$3.79M -15,182 -86%
PMFA
2520
Plante Moran Financial Advisors
Michigan
$535K -$292K -1,169 -33%
PM
2521
Penbrook Management
New York
$534K – – –
MC
2522
Miramar Capital
Illinois
$534K +$600K +2,400 New
PWM
2523
PBMares Wealth Management
Virginia
$532K -$6.25K -25 -1%
JWA
2524
JFS Wealth Advisors
Pennsylvania
$531K -$241K -965 -29%
D
2525
Diversified
Delaware
$531K +$5.75K +23 +1%
99 100
101
102 103