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Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1451
Annex Advisory Services
Wisconsin
$329K -$1.06M -19,920 -76%
SICM
1452
Sustainable Insight Capital Management
New York
$329K -$87K -1,640 -21%
CAN
1453
Claraphi Advisory Network
United States
$329K -$66.3K -1,250 -17%
WSTAM
1454
Wilbanks Smith & Thomas Asset Management
Virginia
$329K +$48.3K +910 +17%
BHBT
1455
Burke & Herbert Bank & Trust
Virginia
$328K +$20.7K +390 +7%
ONB
1456
Old National Bancorp
Indiana
$326K -$10.6K -200 -3%
BST
1457
Bath Savings Trust
Maine
$326K – – –
SIAG
1458
Safeguard Investment Advisory Group
California
$325K -$57.3K -1,080 -15%
PJSIMP
1459
P.J. Schmidt Investment Management (PJS)
Wisconsin
$324K +$2.12K +40 +0.6%
PA
1460
Procyon Advisors
Connecticut
$324K +$18K +340 +6%
DLA
1461
Douglas Lane & Associates
New York
$323K -$36.6K -690 -10%
BMC
1462
Benin Management Corp
Connecticut
$323K – – –
BAAM
1463
Baker Avenue Asset Management
California
$322K -$223K -4,210 -40%
AC
1464
Apella Capital
Connecticut
$322K – – –
IRC
1465
Investors Research Corp
Georgia
$322K – – –
WTC
1466
WhitTier Trust Company
Nevada
$321K – – –
SFPG
1467
Stonebridge Financial Planning Group
Florida
$321K +$46.1K +870 +18%
LF
1468
LifeSteps Financial
California
$320K – – –
IWAG
1469
Integer Wealth Advisors Group
Georgia
$320K +$530 +10 +0.2%
JWM
1470
JGP Wealth Management
Oregon
$318K – – –
SCM
1471
Stonebridge Capital Management
California
$318K – – –
NAMP
1472
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$318K +$118K +2,220 +57%
HWA
1473
HHM Wealth Advisors
Tennessee
$317K -$17K -320 -5%
LWP
1474
Legacy Wealth Planning
Nevada
$316K – – –
LFA
1475
Legacy Financial Advisors
Kentucky
$316K +$8.49K +160 +3%
57 58
59
60 61