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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1501
Cambridge Trust
Massachusetts
$84K +$666 +30 +0.8%
HWMA
1502
Heritage Wealth Management (Arizona)
Arizona
$84K +$3.33K +150 +4%
JWA
1503
JFS Wealth Advisors
Pennsylvania
$83K -$1.55K -70 -2%
BAM
1504
Bellevue Asset Management
Washington
$83K – – –
BCM
1505
Birch Capital Management
Texas
$82.4K – – –
DBG
1506
De Burlo Group
Massachusetts
$82.2K +$77.5K +3,490 New
Q
1507
QVR
California
$82K -$28.4K -1,280 -27%
PFSC
1508
Peoples Financial Services Corp
Pennsylvania
$82K – – –
JWM
1509
Janiczek Wealth Management
Colorado
$82K +$8.44K +380 +12%
KOCAA
1510
Knights of Columbus Asset Advisors
Connecticut
$81K – – –
LF
1511
Lee Financial
Texas
$81K +$222 +10 +0.3%
GIA
1512
GHP Investment Advisors
Colorado
$79K +$6.89K +310 +10%
NIC
1513
Northwest Investment Counselors
Oregon
$79K +$18.4K +830 +33%
FMP
1514
Financial Management Professionals
Texas
$79K +$30.9K +1,390 +70%
AWM
1515
Abound Wealth Management
Tennessee
$77.5K +$73.1K +3,290 New
DIP
1516
DT Investment Partners
Pennsylvania
$75K +$70.6K +3,180 New
VAM
1517
Vienna Asset Management
California
$75K +$70.6K +3,180 New
DMBA
1518
Deseret Mutual Benefit Administrators
Utah
$74K +$2K +90 +3%
ODG
1519
O'Dell Group
Ohio
$73K +$21.5K +970 +46%
BTI
1520
Blue Trust Inc
Georgia
$72K -$8K -360 -8%
EMFAT
1521
Emerald Mutual Fund Advisers Trust
Pennsylvania
$72K +$68K +3,060 New
TSWM
1522
Tyler-Stone Wealth Management
Ohio
$71K -$5.55K -250 -8%
RCC
1523
Red Cedar Capital
Nebraska
$71K – – –
TH
1524
TCTC Holdings
Texas
$71K – – –
HI
1525
Hoey Investments
Pennsylvania
$71K +$66.6K +3,000 New
59 60
61
62 63