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Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
1351
MainStreet Investment Advisors
Illinois
$712K -$2.17M -20,230 -78%
ARMT
1352
Amica Retiree Medical Trust
Rhode Island
$712K – – –
WAM
1353
Wallington Asset Management
Indiana
$711K – – –
BB
1354
Berkshire Bank
Massachusetts
$711K +$608K +5,661 New
TCM
1355
Traynor Capital Management
Pennsylvania
$710K +$83.3K +776 +17%
FIM
1356
Freedom Investment Management
Connecticut
$709K -$49.5K -461 -8%
VWM
1357
Vigilare Wealth Management
Arizona
$709K -$21.1K -197 -3%
SIG
1358
Sargent Investment Group
Maryland
$708K +$69.2K +645 +13%
SFA
1359
Souders Financial Advisors
Ohio
$707K -$6.55K -61 -1%
TCM
1360
Tributary Capital Management
Nebraska
$706K -$18.8K -175 -3%
HPWM
1361
Highland Private Wealth Management
Washington
$704K +$32K +298 +6%
LFA
1362
Legacy Financial Advisors
Kentucky
$703K +$601K +5,599 New
SCM
1363
SOL Capital Management
Maryland
$700K – – –
CT
1364
Caldwell Trust
Florida
$696K -$2.25K -21 -0.4%
KPCM
1365
Kings Point Capital Management
New York
$696K +$11.7K +109 +2%
SFS
1366
Strategic Financial Services
New York
$695K – – –
NDSI
1367
Newman Dignan & Sheerar Inc
Rhode Island
$695K +$27.2K +253 +5%
SCA
1368
Snowden Capital Advisors
New York
$692K +$2.15K +20 +0.4%
BCP
1369
Berkeley Capital Partners
Georgia
$689K -$30.7K -286 -5%
CWM
1370
Circle Wealth Management
New Jersey
$683K +$145K +1,355 +33%
HA
1371
Hamel Associates
New Jersey
$681K – – –
GDP
1372
Great Diamond Partners
Maine
$680K +$4.83K +45 +0.8%
MS
1373
Madden Securities
Texas
$675K +$577K +5,376 New
WWM
1374
WT Wealth Management
Arizona
$673K +$314K +2,926 +120%
DC
1375
DeDora Capital
California
$672K -$43K -401 -7%
53 54
55
56 57