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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1226
WealthSource Partners
California
$894K -$1.62K -200 -0.2%
CCM
1227
Cribstone Capital Management
Maine
$890K +$21K +2,600 +3%
HCM
1228
Howland Capital Management
Massachusetts
$886K +$432K +53,400 +134%
SVWAG
1229
Sound View Wealth Advisors Group
Georgia
$884K +$139K +17,160 +23%
EWM
1230
Evercore Wealth Management
New York
$880K -$38.5K -4,760 -5%
WP
1231
WealthPLAN Partners
Nebraska
$879K +$22.7K +2,800 +4%
OFG
1232
OmniStar Financial Group
North Carolina
$878K +$161K +19,840 +27%
HIP
1233
Harrell Investment Partners
Texas
$876K -$21.4K -2,640 -3%
MWA
1234
Moser Wealth Advisors
Washington
$875K – – –
OPS
1235
Orion Portfolio Solutions
Nebraska
$875K +$157K +19,440 +27%
OC
1236
Oakworth Capital
Alabama
$872K +$8.09K +1,000 +1%
AC
1237
Albar Capital
United Kingdom
$869K -$15.4M -1,903,440 -95%
VWM
1238
Vigilare Wealth Management
Arizona
$866K -$17.5K -2,160 -2%
NDSI
1239
Newman Dignan & Sheerar Inc
Rhode Island
$866K +$21K +2,600 +3%
GCAC
1240
Guardian Capital Advisors (Canada)
Ontario, Canada
$864K -$267K -33,000 -22%
IAIM
1241
International Assets Investment Management
Florida
$862K -$153K -18,880 -17%
PIM
1242
Parker Investment Management
California
$862K +$76.1K +9,400 +12%
UAS
1243
United Asset Strategies
New York
$861K +$734K +90,680 New
CF
1244
Copperwynd Financial
Arizona
$858K -$175K -21,640 -19%
RWA
1245
River Wealth Advisors
Pennsylvania
$857K -$52.4K -6,480 -7%
AT
1246
Arden Trust
Delaware
$855K -$216K -26,720 -23%
ICM
1247
IMS Capital Management
Oregon
$848K -$398K -49,200 -36%
OPA
1248
Old Port Advisors
Maine
$845K -$8.09K -1,000 -1%
EDRIA
1249
Edmonds Duncan Registered Investment Advisors
Kansas
$845K – – –
HCM
1250
Hollencrest Capital Management
California
$844K -$294K -36,360 -29%
48 49
50
51 52