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Name Holding Trade Value Shares
Change 		Change in
Stake
LI
1401
LMCG Investments
Massachusetts
$540K -$5.81M -49,365 -91%
SRA
1402
Secured Retirement Advisors
Minnesota
$540K +$608K +5,168 New
OWP
1403
ORG Wealth Partners
Texas
$540K +$164K +1,394 +37%
NB
1404
NBT Bank
New York
$540K -$236K -2,008 -28%
AT
1405
American Trust
Kentucky
$537K -$13.1K -111 -2%
TWP
1406
Triad Wealth Partners
Kansas
$536K +$140K +1,191 +30%
BMC
1407
Beaton Management Company
Massachusetts
$536K – – –
FAFN
1408
First Affirmative Financial Network
Colorado
$535K +$602K +5,118 New
MFA
1409
Mayflower Financial Advisors
Massachusetts
$533K -$275K -2,337 -31%
AWA
1410
Argos Wealth Advisors
California
$531K +$177K +1,506 +42%
CCWM
1411
Cassaday & Co Wealth Management
Virginia
$529K +$28.1K +239 +5%
CPW
1412
Cove Private Wealth
New York
$529K +$595K +5,055 New
ZIG
1413
Zullo Investment Group
Pennsylvania
$527K +$83.6K +711 +16%
EWM
1414
Evercore Wealth Management
New York
$526K -$97.1K -825 -14%
PP
1415
Postrock Partners
Oregon
$525K -$1.18K -10 -0.2%
CM
1416
Capula Management
Cayman Islands
$525K +$423K +3,596 +252%
SHFG
1417
S Harris Financial Group
Texas
$524K -$70K -595 -11%
YWS
1418
Yarger Wealth Strategies
Ohio
$523K +$280K +2,378 +91%
DM
1419
Diker Management
New York
$523K – – –
AFG
1420
American Financial Group
Ohio
$523K +$588K +5,000 New
AF
1421
Affiance Financial
Minnesota
$522K – – –
DA
1422
Drake & Associates
Wisconsin
$521K -$51.9K -441 -8%
HWMO
1423
Heritage Wealth Management (Ohio)
Ohio
$521K +$586K +4,980 New
BWM
1424
Baron Wealth Management
Michigan
$519K +$153K +1,298 +35%
CCWM
1425
Correct Capital Wealth Management
Missouri
$519K +$584K +4,968 New
55 56
57
58 59