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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1801
Cabot Wealth Management
Massachusetts
$2.77M -$7.97K -240 -0.4%
NFG
1802
Nadler Financial Group
Illinois
$2.76M -$114K -3,430 -5%
NSB
1803
Norway Savings Bank
Maine
$2.76M -$41.2K -1,240 -2%
CB
1804
Community Bank
New York
$2.76M -$90.6K -2,730 -4%
AIM
1805
Acropolis Investment Management
Missouri
$2.75M -$51.1K -1,540 -2%
BAM
1806
Berkshire Asset Management
Pennsylvania
$2.75M +$152K +4,590 +8%
BFWA
1807
Benchmark Financial Wealth Advisors
Florida
$2.75M -$280K -8,440 -11%
BWM
1808
BigSur Wealth Management
Florida
$2.75M – – –
PJSIMP
1809
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.75M -$170K -5,120 -8%
DWM
1810
Drive Wealth Management
Utah
$2.74M +$82.3K +2,480 +4%
SAF
1811
Smith Anglin Financial
Texas
$2.74M -$33.9K -1,020 -2%
CRI
1812
Colonial River Investments
Virginia
$2.72M -$93K -2,800 -4%
NAG
1813
Northstar Advisory Group
New Jersey
$2.72M +$1.7M +51,130 +388%
KP
1814
Keel Point
Alabama
$2.71M +$278K +8,360 +15%
HCM
1815
HMS Capital Management
Tennessee
$2.71M -$156K -4,710 -7%
CWA
1816
Canvas Wealth Advisors
Kansas
$2.71M -$239K -7,200 -11%
CPM
1817
Connective Portfolio Management
New York
$2.71M +$400K +12,050 +23%
MSS
1818
Mitchell Sinkler & Starr
Pennsylvania
$2.71M +$234K +7,050 +12%
CCG
1819
Cloverfields Capital Group
Minnesota
$2.69M +$209K +6,280 +11%
CSA
1820
Cottage Street Advisors
Massachusetts
$2.69M -$471K -14,180 -18%
LFM
1821
LGT Fund Management
Liechtenstein
$2.69M -$1.32M -39,900 -39%
ZF
1822
Zhang Financial
Michigan
$2.68M +$351K +10,580 +20%
JWWM
1823
Johnson & White Wealth Management
Pennsylvania
$2.67M +$23.2K +700 +1%
HCM
1824
Howard Capital Management
Georgia
$2.67M +$27.6K +830 +1%
BTI
1825
Blue Trust Inc
Georgia
$2.66M -$510K -15,360 -14%
71 72
73
74 75