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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1751
Legacy Financial Advisors
Kentucky
$714K -$790 -50 -0.1%
B
1752
Barings
North Carolina
$712K -$1.59M -100,310 -63%
WW
1753
Westshore Wealth
California
$712K +$11.9K +750 +1%
DRD
1754
Dennis R. Delaney
$712K +$927K +58,640 New
BHIC
1755
Bassett Hargrove Investment Counsel
Delaware
$712K +$927K +58,660 New
CPC
1756
Congress Park Capital
New York
$711K -$361K -22,850 -28%
TRIA
1757
Trail Ridge Investment Advisors
Colorado
$711K -$133K -8,390 -16%
FG
1758
Fiduciary Group
Georgia
$711K -$96.9K -6,130 -12%
PI
1759
Pettee Investors
Connecticut
$711K – – –
FP
1760
Fiduciary Planning
Florida
$709K +$14.2K +900 +2%
IP
1761
Investment Partners
Ohio
$709K +$537K +33,990 +139%
WTB
1762
Washington Trust Bank
Washington
$708K -$9.26M -585,540 -91%
CP
1763
Covenant Partners
Tennessee
$707K -$100K -6,340 -10%
ACM
1764
Alpha Capital Management
Texas
$707K +$153K +9,680 +20%
CFA
1765
Compass Financial Advisors
Indiana
$706K -$86.8K -5,490 -9%
HCP
1766
Hexagon Capital Partners
Arkansas
$706K -$9.49K -600 -1%
FIM
1767
Freedom Investment Management
Connecticut
$705K +$68.5K +4,330 +8%
FTA
1768
Financial & Tax Architects
Missouri
$705K -$258K -16,350 -22%
AWS
1769
AJ Wealth Strategies
New York
$704K +$86.5K +5,470 +10%
FNBOH
1770
First National Bank of Hutchinson
Kansas
$702K +$8.22K +520 +0.9%
NWM
1771
Northcape Wealth Management
New York
$698K +$908K +57,460 New
CB
1772
Community Bank
New York
$697K -$28.3K -1,790 -3%
PIM
1773
Profit Investment Management
Maryland
$696K -$27.2K -1,720 -3%
KIG
1774
Kowal Investment Group
Wisconsin
$695K -$162K -10,270 -15%
WC
1775
Westhampton Capital
North Carolina
$695K +$100K +6,350 +12%
69 70
71
72 73