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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1951
Sone Capital Management
New York
$5.81M +$5.87M +8,795 New
CNC
1952
Citizens & Northern Corp
Pennsylvania
$5.8M +$44.7K +67 +0.8%
AO
1953
Advisor OS
Illinois
$5.8M -$154K -231 -3%
ADL
1954
Asset Dedication LLC
California
$5.77M -$208K -311 -3%
WEG
1955
World Equity Group
Illinois
$5.77M +$2.67K +4 +0%
LAM
1956
LOM Asset Management
$5.77M +$78.1K +117 +1%
HFS
1957
Haverford Financial Services
Pennsylvania
$5.76M +$1.74M +2,599 +42%
AC
1958
Avory & Company
Florida
$5.76M -$266K -398 -4%
JAM
1959
JW Asset Management
Florida
$5.74M -$8.18M -12,250 -58%
WAP
1960
Wealth Analytics Partners
California
$5.74M +$5.81M +8,697 New
QWP
1961
Quotient Wealth Partners
Texas
$5.72M -$407K -609 -7%
ECM
1962
Explore Capital Management
Delaware
$5.71M +$5.78M +8,650 New
VFA
1963
Voya Financial Advisors
Connecticut
$5.71M -$300K -450 -5%
EL
1964
EWA LLC
Pennsylvania
$5.7M +$363K +544 +7%
RPC
1965
Rossmore Private Capital
Connecticut
$5.67M +$2.21M +3,317 +63%
WR
1966
WD Rutherford
Oregon
$5.66M +$1.5M +2,248 +35%
SF
1967
Symphony Financial
Texas
$5.66M -$1.66M -2,493 -23%
AA
1968
Alta Advisers
United Kingdom
$5.65M -$1.68M -2,520 -23%
TAP
1969
Tounjian Advisory Partners
Florida
$5.64M -$415K -622 -7%
HCA
1970
Harbour Capital Advisors
Virginia
$5.62M -$94.2K -141 -2%
NS
1971
NBC Securities
Alabama
$5.61M +$361K +540 +7%
NI
1972
NCP Inc
California
$5.6M -$5.24M -7,848 -48%
KFA
1973
Kapstone Financial Advisors
Ohio
$5.6M +$40.1K +60 +0.7%
FDS
1974
First Dallas Securities
Texas
$5.59M -$423K -634 -7%
BTWM
1975
Baker Tilly Wealth Management
Wisconsin
$5.59M +$228K +342 +4%
77 78
79
80 81