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Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1501
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$973K -$669 -10 -0.1%
NAS
1502
Nicolet Advisory Services
Wisconsin
$973K +$67.5K +1,010 +8%
CPC
1503
Congress Park Capital
New York
$972K -$6.69K -100 -0.7%
HIMC
1504
Heritage Investors Management Corp
Maryland
$971K -$23.4K -350 -2%
CBA
1505
Coastal Bridge Advisors
Connecticut
$971K +$9.36K +140 +1%
DA
1506
Doliver Advisors
Texas
$970K +$280K +4,180 +44%
CIS
1507
Continental Investors Services
Washington
$967K -$669 -10 -0.1%
FC
1508
Fairscale Capital
New Hampshire
$965K -$34.8K -520 -4%
OPW
1509
Oxler Private Wealth
New York
$958K – – –
PFWA
1510
Paces Ferry Wealth Advisors
Georgia
$956K +$4.68K +70 +0.5%
IBOK
1511
Independence Bank of Kentucky
Kentucky
$950K +$60.9K +910 +7%
SEC
1512
Seven Eight Capital
New York
$949K +$895K +13,380 New
RW
1513
Rede Wealth
Virginia
$947K -$3.34K -50 -0.4%
SIC
1514
SFE Investment Counsel
California
$947K – – –
BFA
1515
Brown Financial Advisors
Ohio
$946K -$298K -4,460 -25%
PWM
1516
Proathlete Wealth Management
Florida
$945K – – –
CM
1517
Cercano Management
Washington
$945K +$891K +13,320 New
WWM
1518
WJ Wealth Management
Arizona
$943K -$292K -4,360 -25%
SP
1519
SWS Partners
Ohio
$938K -$98.3K -1,470 -10%
HCA
1520
Harbour Capital Advisors
Virginia
$937K +$284K +4,240 +49%
RRA
1521
Round Rock Advisors
Connecticut
$934K +$118K +1,760 +15%
JFGIW
1522
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$932K -$195K -2,910 -18%
BFC
1523
Blue Fin Capital
Rhode Island
$928K -$302K -4,510 -26%
SFG
1524
SNS Financial Group
Minnesota
$926K +$8.03K +120 +0.9%
SFCL
1525
Strengthening Families & Communities LLC
Massachusetts
$926K -$194K -2,900 -18%
59 60
61
62 63