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Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
1751
Mercer Capital Advisers
New Jersey
$567K – – –
SC
1752
Sovarnum Capital
New York
$567K +$217K +1,200 +53%
AWS
1753
AJ Wealth Strategies
New York
$566K +$438K +2,420 +236%
MCA
1754
Morris Capital Advisors
Pennsylvania
$565K -$13K -72 -2%
BCM
1755
Becker Capital Management
Oregon
$565K – – –
WF
1756
WoodTrust Financial
Wisconsin
$564K – – –
IWP
1757
Icon Wealth Partners
Texas
$564K +$121K +670 +24%
LDB
1758
Lee, Danner & Bass
Tennessee
$564K +$281K +1,554 +83%
ACS
1759
Archford Capital Strategies
Illinois
$563K -$91.4K -505 -13%
PP
1760
PDS Planning
Ohio
$563K +$389K +2,149 +168%
BCM
1761
Bourgeon Capital Management
Connecticut
$562K +$37.7K +208 +6%
LMAM
1762
Legg Mason Asset Management
Japan
$560K -$1.36M -7,500 -69%
MCM
1763
Mengis Capital Management
Oregon
$559K +$4.53K +25 +0.7%
KTC
1764
Kistler-Tiffany Companies
Pennsylvania
$559K +$11K +61 +2%
QSS
1765
Quantitative Systematic Strategies
Florida
$556K -$1.51M -8,326 -71%
PIA
1766
Pinion Investment Advisors
Kansas
$552K +$36.7K +203 +6%
ST
1767
Spinnaker Trust
Maine
$549K +$15.4K +85 +3%
S
1768
SimplyRich
California
$548K +$15.2K +84 +3%
NB
1769
NBT Bank
New York
$545K +$62.8K +347 +12%
NFG
1770
Noven Financial Group
Colorado
$544K – – –
MIA
1771
MainStreet Investment Advisors
Illinois
$543K -$336K -1,855 -36%
WTFG
1772
Wells Trecaso Financial Group
Ohio
$542K +$10.1K +56 +2%
HFA
1773
Huber Financial Advisors
Illinois
$541K – – –
KWA
1774
KCS Wealth Advisory
California
$540K +$594K +3,281 New
MFW
1775
Meristem Family Wealth
Minnesota
$536K -$135K -744 -19%
69 70
71
72 73