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Name Holding Trade Value Shares
Change 		Change in
Stake
DBG
1401
De Burlo Group
Massachusetts
$890K – – –
EWA
1402
Encompass Wealth Advisors
Oregon
$887K +$20.7K +193 +2%
PS
1403
Principal Securities
Iowa
$886K +$877K +8,163 New
MPPW
1404
Mitchell & Pahl Private Wealth
Oklahoma
$885K -$2.26K -21 -0.3%
NCM
1405
Northwest Capital Management
Oregon
$883K -$170K -1,581 -16%
PA
1406
Procyon Advisors
Connecticut
$881K +$34.8K +324 +4%
FPF
1407
First Pacific Financial
Washington
$879K – – –
HCM
1408
Howland Capital Management
Massachusetts
$879K +$106K +982 +14%
MWM
1409
Merriman Wealth Management
Washington
$878K +$7.84K +73 +0.9%
MSAM
1410
Moloney Securities Asset Management
Missouri
$874K +$27.8K +259 +3%
ACMA
1411
Arbor Capital Management (Alaska)
Alaska
$874K +$57.1K +531 +7%
IB
1412
Intrust Bank
Kansas
$873K +$148K +1,380 +21%
AFG
1413
Atomi Financial Group
New York
$872K +$563K +5,241 +188%
AWM
1414
Aberdeen Wealth Management
Illinois
$872K – – –
MHIC
1415
Marble Harbor Investment Counsel
Massachusetts
$871K +$10.7K +100 +1%
TTWM
1416
TCV Trust & Wealth Management
Virginia
$870K – – –
DWA
1417
Delap Wealth Advisory
Oregon
$866K +$437K +4,069 +104%
SAF
1418
Smith Anglin Financial
Texas
$866K -$9.35K -87 -1%
OIAM
1419
OFI Invest Asset Management
France
$864K +$901K +8,384 +2,065%
PPW
1420
Presilium Private Wealth
Pennsylvania
$862K – – –
NFC
1421
Northeast Financial Consultants
Connecticut
$858K – – –
SSW
1422
Smith Shellnut Wilson
Mississippi
$857K – – –
SIG
1423
Sky Investment Group
Connecticut
$855K -$10.7K -100 -1%
SIC
1424
Samalin Investment Counsel
New York
$852K +$23.9K +222 +3%
LWM
1425
Laidlaw Wealth Management
New York
$851K -$19.9K -185 -2%
55 56
57
58 59