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Name Holding Trade Value Shares
Change 		Change in
Stake
JGUA
1876
John G. Ullman & Associates
New York
$1.41M -$27.5K -1,000 -2%
MW
1877
Marks Wealth
Maryland
$1.41M +$85.3K +3,100 +7%
PMFA
1878
Plante Moran Financial Advisors
Michigan
$1.41M -$446K -16,210 -25%
AA
1879
Apriem Advisors
California
$1.41M -$84.7K -3,080 -6%
RFG
1880
Range Financial Group
Oregon
$1.41M +$718K +26,080 +119%
SGCA
1881
Steel Grove Capital Advisors
Tennessee
$1.41M +$12.4K +450 +0.9%
EWS
1882
Evergreen Wealth Solutions
Pennsylvania
$1.4M +$1.31M +47,720 New
NB
1883
NBT Bank
New York
$1.4M -$155K -5,640 -11%
TNA
1884
True North Advisors
Texas
$1.4M +$831K +30,190 +172%
CCM
1885
Crew Capital Management
Ohio
$1.4M -$66.6K -2,420 -5%
VCA
1886
Verdence Capital Advisors
Maryland
$1.4M +$218K +7,910 +20%
FIA
1887
Foundations Investment Advisors
Arizona
$1.4M +$293K +10,640 +27%
EMFAT
1888
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.4M – – –
1IA
1889
1834 Investment Advisors
Wisconsin
$1.39M -$4.15M -150,690 -76%
NAMP
1890
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.39M +$79.8K +2,900 +7%
SEIA
1891
Signature Estate & Investment Advisors
California
$1.39M +$556K +20,190 +74%
RG
1892
Retirement Group
California
$1.39M +$275 +10 +0%
TRIA
1893
Trail Ridge Investment Advisors
Colorado
$1.39M +$1.3M +47,100 New
CFO
1894
Collective Family Office
Pennsylvania
$1.38M +$13.8K +500 +1%
AWM
1895
Altavista Wealth Management
North Carolina
$1.38M +$60.8K +2,210 +5%
FMB
1896
Field & Main Bank
Kentucky
$1.37M +$45.4K +1,650 +4%
TWA
1897
TCI Wealth Advisors
Arizona
$1.37M +$47.1K +1,710 +4%
SWA
1898
Sutton Wealth Advisors
Florida
$1.37M +$81.4K +2,960 +7%
SAF
1899
Smith Anglin Financial
Texas
$1.37M -$28.1K -1,020 -2%
PFM
1900
Parsec Financial Management
North Carolina
$1.37M -$4.13K -150 -0.3%
74 75
76
77 78