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Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1501
NBT Bank
New York
$1.54M -$15K -79 -0.9%
LSAG
1502
Lake Street Advisors Group
New Hampshire
$1.54M -$17.7K -93 -0.9%
CSIC
1503
Clifford Swan Investment Counsel
California
$1.54M -$100K -527 -6%
BCI
1504
Brinker Capital Investments
Pennsylvania
$1.54M -$446K -2,349 -21%
TPWA
1505
TRUE Private Wealth Advisors
Oregon
$1.53M +$25.1K +132 +2%
CA
1506
Cornerstone Advisory
Maryland
$1.51M -$28.5K -150 -2%
CCM
1507
Courage Capital Management
Tennessee
$1.51M -$760K -4,000 -32%
CC
1508
Cognios Capital
Kansas
$1.51M +$199K +1,047 +14%
RMC
1509
Resources Management Corp
Connecticut
$1.49M +$1.59M +8,387 New
LCAM
1510
London & Capital Asset Management
United Kingdom
$1.49M – – –
AIM
1511
Anchor Investment Management
South Carolina
$1.49M -$44.7K -235 -3%
PIC
1512
Portland Investment Counsel
Ontario, Canada
$1.49M -$3.23M -16,992 -67%
CPA
1513
Clear Perspective Advisors
Illinois
$1.48M -$90.3K -475 -5%
IC
1514
Inscription Capital
Texas
$1.48M +$810K +4,260 +105%
VCM
1515
Virtue Capital Management
Tennessee
$1.47M +$836K +4,396 +114%
WCM
1516
WealthBridge Capital Management
Ohio
$1.47M -$19.4K -102 -1%
SBSB
1517
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.47M +$26.2K +138 +2%
EWM
1518
Edge Wealth Management
New York
$1.46M +$370K +1,948 +31%
PWMAG
1519
Pinnacle Wealth Management Advisory Group
New Jersey
$1.46M -$4.75K -25 -0.3%
BWP
1520
Baldwin Wealth Partners
Massachusetts
$1.46M -$200K -1,050 -11%
RBFC
1521
Roman Butler Fullerton & Co
Missouri
$1.46M -$28.7K -151 -2%
AMM
1522
American Money Management
California
$1.45M -$4.75K -25 -0.3%
PCG
1523
Private Capital Group
Connecticut
$1.45M +$326K +1,716 +27%
BPGAM
1524
BTG Pactual Global Asset Management
Bermuda
$1.45M -$344K -1,809 -18%
HCM
1525
HGI Capital Management
New York
$1.45M +$133K +700 +9%
59 60
61
62 63