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Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
1276
Boston Financial Management
Massachusetts
$1.26M +$3.75K +60 +0.3%
KOC
1277
Koss-Olinger Consulting
Florida
$1.26M +$1.17M +18,660 New
MFG
1278
Magnus Financial Group
New York
$1.26M -$45K -720 -4%
MPWT
1279
MassMutual Private Wealth & Trust
Connecticut
$1.25M +$417K +6,680 +56%
ET
1280
Equitable Trust
Tennessee
$1.25M -$117K -1,870 -9%
MIS
1281
Morningstar Investment Services
Illinois
$1.25M +$175K +2,800 +18%
MTWM
1282
Masso Torrence Wealth Management
New Jersey
$1.24M – – –
AIA
1283
AIMZ Investment Advisors
California
$1.24M – – –
AWM
1284
Aprio Wealth Management
Georgia
$1.24M +$95.6K +1,530 +9%
DCM
1285
DGS Capital Management
New Jersey
$1.24M +$109K +1,740 +10%
UB
1286
Umpqua Bank
Oregon
$1.24M +$114K +1,830 +11%
ACM
1287
Alamar Capital Management
California
$1.24M +$1.15M +18,350 New
HFP
1288
Holistic Financial Partners
Indiana
$1.24M +$41.2K +660 +4%
BB
1289
Bell Bank
North Dakota
$1.24M +$32.5K +520 +3%
FHA
1290
First Horizon Advisors
Tennessee
$1.24M +$247K +3,960 +28%
CCG
1291
Coastwise Capital Group
California
$1.23M -$74.3K -1,190 -6%
SFA
1292
Souders Financial Advisors
Ohio
$1.23M +$259K +4,140 +29%
ESB
1293
Essex Savings Bank
Connecticut
$1.23M +$15K +240 +1%
LI
1294
Louisbourg Investments
New Brunswick, Canada
$1.23M -$1.27M -20,400 -52%
SCTC
1295
Sanibel Captiva Trust Company
Florida
$1.22M +$59.3K +950 +6%
PP
1296
Patten & Patten
Tennessee
$1.22M – – –
TFS
1297
Thoroughbred Financial Services
Tennessee
$1.22M +$560K +8,970 +99%
HS
1298
HighVista Strategies
Massachusetts
$1.21M +$1.12M +18,000 New
AWA
1299
Arete Wealth Advisors
Illinois
$1.21M +$1.12M +17,970 New
SRSA
1300
S.R. Schill & Associates
Washington
$1.21M +$902K +14,440 +413%
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