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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1551
PSI Advisors
Florida
$243K +$20.2K +610 +10%
CA
1552
Commerzbank Aktiengesellschaft
Germany
$242K -$39.7K -1,200 -15%
BMC
1553
Benin Management Corp
Connecticut
$242K – – –
AFM
1554
Abbot Financial Management
Massachusetts
$240K +$230K +6,940 New
AP
1555
Adero Partners
California
$239K +$229K +6,930 New
MFWP
1556
Mosaic Family Wealth Partners
Missouri
$239K +$331 +10 +0.1%
HS
1557
HighVista Strategies
Massachusetts
$238K +$228K +6,900 New
FFA
1558
Founders Financial Alliance
North Carolina
$238K +$5.29K +160 +2%
ACA
1559
Ackerman Capital Advisors
Texas
$238K – – –
CWG
1560
Cornerstone Wealth Group
North Carolina
$238K -$8.6K -260 -4%
NB
1561
NBT Bank
New York
$237K – – –
SAG
1562
SageView Advisory Group
California
$237K -$40.4K -1,220 -15%
TCM
1563
Tufton Capital Management
Maryland
$236K – – –
BWFA
1564
Baltimore-Washington Financial Advisors
Maryland
$236K +$226K +6,820 New
CW
1565
Channel Wealth
California
$235K +$225K +6,800 New
CIA
1566
Cladis Investment Advisory
Montana
$233K +$223K +6,750 New
SFG
1567
Sovereign Financial Group
Connecticut
$233K +$223K +6,740 New
PWMG
1568
Provence Wealth Management Group
California
$232K +$222K +6,720 New
RWP
1569
Revolve Wealth Partners
New Jersey
$232K -$112K -3,370 -33%
UCB
1570
United Community Bank
South Carolina
$232K – – –
KBFS
1571
Kohmann Bosshard Financial Services
Ohio
$232K +$222K +6,710 New
BWP
1572
Baldwin Wealth Partners
Massachusetts
$231K – – –
GA
1573
Gateway Advisory
New Jersey
$231K +$221K +6,680 New
WPC
1574
Waters Parkerson & Co
Louisiana
$231K +$222K +6,700 New
HIC
1575
Hartline Investment Corp
Illinois
$231K +$221K +6,680 New
61 62
63
64 65