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Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1851
Boston Family Office
Massachusetts
$644K -$136K -747 -18%
KTC
1852
Kistler-Tiffany Companies
Pennsylvania
$637K – – –
MCA
1853
Morris Capital Advisors
Pennsylvania
$637K – – –
WAG
1854
Winthrop Advisory Group
Massachusetts
$635K -$431K -2,360 -42%
HFA
1855
Huber Financial Advisors
Illinois
$635K -$18.3K -100 -3%
NAM
1856
North American Management
Massachusetts
$633K +$49.7K +272 +9%
OFG
1857
OmniStar Financial Group
North Carolina
$632K -$7.13K -39 -1%
MIM
1858
Manitou Investment Management
Ontario, Canada
$631K -$87.7K -480 -13%
IWP
1859
Icon Wealth Partners
Texas
$631K -$68.5K -375 -10%
LWM
1860
Liberty Wealth Management
California
$630K -$13.3K -73 -2%
SIC
1861
SFE Investment Counsel
California
$626K -$72.2K -395 -11%
TWA
1862
TCI Wealth Advisors
Arizona
$622K -$29.6K -162 -5%
MA
1863
MONECO Advisors
Connecticut
$621K -$142K -776 -19%
HIC
1864
Hartline Investment Corp
Illinois
$621K – – –
WSC
1865
Wellington Shields & Co
New York
$620K +$187K +1,024 +47%
TCM
1866
Telos Capital Management
California
$618K -$1.64K -9 -0.3%
LMAM
1867
Legg Mason Asset Management
Japan
$618K – – –
AIP
1868
Ahrens Investment Partners
Louisiana
$615K +$9.14K +50 +2%
BAM
1869
Berkshire Asset Management
Pennsylvania
$615K +$18.1K +99 +3%
SKK
1870
Shepherd Kaplan Krochuk
Massachusetts
$613K -$5.12K -28 -0.9%
SRC
1871
Sage Rhino Capital
California
$611K -$21K -115 -4%
OAM
1872
Oak Asset Management
California
$609K -$24.1K -132 -4%
WF
1873
WoodTrust Financial
Wisconsin
$608K -$4.2K -23 -0.7%
DWM
1874
Doyle Wealth Management
Florida
$608K – – –
CBN
1875
Cadence Bank NA
Texas
$605K +$124K +677 +28%
73 74
75
76 77