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Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
2101
Certified Advisory Corp
Florida
$1.57M +$215K +2,353 +16%
TH
2102
Timber Hill
Connecticut
$1.57M -$9.96M -108,875 -86%
CWA
2103
Cypress Wealth Advisors
California
$1.57M -$48K -525 -3%
AWM
2104
Aevitas Wealth Management
Massachusetts
$1.57M +$76.3K +834 +5%
BWM
2105
Baystate Wealth Management
Massachusetts
$1.56M +$630K +6,893 +72%
HFA
2106
Huber Financial Advisors
Illinois
$1.56M +$873K +9,548 +126%
VDFA
2107
Vickerman & Driscoll Financial Advisors
Washington
$1.56M +$55.2K +604 +4%
YMRC
2108
Yorktown Management & Research Company
Virginia
$1.55M – – –
SWMG
2109
Signature Wealth Management Group
Georgia
$1.55M +$276K +3,022 +22%
MFS
2110
Madrona Financial Services
Washington
$1.54M +$200K +2,192 +15%
PFBT
2111
Parkside Financial Bank & Trust
Missouri
$1.54M -$191K -2,089 -11%
SFWA
2112
Summit Financial Wealth Advisors
Louisiana
$1.54M -$56.2K -615 -4%
NCM
2113
Neumann Capital Management
California
$1.53M +$12K +131 +0.8%
PAM
2114
Premier Asset Management
Illinois
$1.53M -$17.4K -190 -1%
PFM
2115
Probabilities Fund Management
New York
$1.53M -$90.1K -985 -6%
SP
2116
Sarasin & Partners
United Kingdom
$1.52M +$1.52M +16,613 New
BSB
2117
Bangor Savings Bank
Maine
$1.5M -$39.6K -433 -3%
SAMC
2118
Spectrum Asset Management (California)
California
$1.5M -$652K -7,130 -31%
KA
2119
Klingman & Associates
New York
$1.5M +$72.4K +792 +5%
MFW
2120
Meristem Family Wealth
Minnesota
$1.48M -$9.14K -100 -0.6%
CFA
2121
Cahill Financial Advisors
Minnesota
$1.48M +$36.5K +399 +3%
PI
2122
Pettee Investors
Connecticut
$1.48M – – –
FPB
2123
First PREMIER Bank
South Dakota
$1.48M +$40.7K +445 +3%
CMANY
2124
Capital Management Associates (New York)
New York
$1.47M -$118K -1,292 -7%
NCM
2125
Northstar Capital Management
New York
$1.47M – – –
83 84
85
86 87