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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1701
Welch & Forbes
Massachusetts
$220K -$1.25K -30 -0.5%
JCM
1702
Jacobi Capital Management
Pennsylvania
$220K +$23.7K +570 +11%
FWM
1703
Fingerlakes Wealth Management
New York
$219K – – –
RGF
1704
Retirement Guys Formula
Ohio
$219K – – –
ACM
1705
Academy Capital Management
Texas
$217K – – –
FOA
1706
Five Oceans Advisors
California
$216K -$30.4K -730 -11%
DCM
1707
Dimension Capital Management
Florida
$216K +$98.7K +2,370 +70%
SFPG
1708
Stonebridge Financial Planning Group
Florida
$215K -$16.7K -400 -7%
MLL
1709
Moody Lynn & Lieberson
Massachusetts
$214K -$2.52M -60,460 -91%
PAI
1710
Pittenger & Anderson Inc
Nebraska
$214K -$1.33M -31,900 -85%
BPFA
1711
Barnes Pettey Financial Advisors
Mississippi
$212K -$62.5K -1,500 -21%
ZIC
1712
ZWJ Investment Counsel
Georgia
$212K -$22.1K -530 -9%
CAM
1713
Cidel Asset Management
Ontario, Canada
$211K – – –
NL
1714
NWAM LLC
Washington
$210K -$329K -7,910 -59%
HCA
1715
Horan Capital Advisors
Ohio
$210K -$4.16K -100 -2%
1SB
1716
1ST Source Bank
Indiana
$210K -$1.25K -30 -0.5%
CWM
1717
Curi Wealth Management
North Carolina
$210K +$204K +4,890 +670%
UH
1718
Unigestion Holding
Switzerland
$210K +$233K +5,600 New
JWM
1719
JGP Wealth Management
Oregon
$207K +$7.91K +190 +3%
EA
1720
Echo45 Advisors
California
$206K -$84.1K -2,020 -27%
SIAG
1721
Safeguard Investment Advisory Group
California
$206K -$19.6K -470 -8%
CFO
1722
CVA Family Office
Colorado
$206K -$18.7K -450 -8%
CG
1723
Clarus Group
Texas
$206K +$6.25K +150 +3%
BMWM
1724
Brown Miller Wealth Management
Virginia
$206K +$12.9K +310 +6%
BFA
1725
Bill Few Associates
Pennsylvania
$206K +$31.2K +750 +16%
67 68
69
70 71