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Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
1051
WhitTier Trust Company
Nevada
$394K – – –
MPCG
1052
Matrix Private Capital Group
New York
$393K – – –
CWMK
1053
Caliber Wealth Management (Kansas)
Kansas
$393K +$16.6K +189 +4%
MIM
1054
Merrion Investment Management
New Jersey
$391K – – –
AFT
1055
Alpha Family Trust
California
$389K – – –
HDIM
1056
Hanson & Doremus Investment Management
Vermont
$388K -$5.9K -67 -1%
NS
1057
NBC Securities
Alabama
$385K -$113K -1,282 -22%
CWS
1058
Confluence Wealth Services
Pennsylvania
$385K +$390K +4,426 New
FCM
1059
Firestone Capital Management
Florida
$385K – – –
BFC
1060
Bedel Financial Consulting
Indiana
$383K +$617 +7 +0.2%
EB
1061
Eastern Bank
Massachusetts
$383K +$16.8K +191 +5%
WAM
1062
Walker Asset Management
Missouri
$381K +$4.23K +48 +1%
LS
1063
Livforsakringsbolaget Skandia
Sweden
$380K – – –
PPWP
1064
Premier Path Wealth Partners
New Jersey
$378K -$99.6K -1,131 -21%
NWM
1065
Northcape Wealth Management
New York
$378K +$4.93K +56 +1%
ANB
1066
Amarillo National Bank
Texas
$377K – – –
FFA
1067
Fortune Financial Advisors
Kansas
$376K – – –
HR
1068
Hardy Reed
Mississippi
$376K +$1.15K +13 +0.3%
PPW
1069
Pasadena Private Wealth
California
$375K – – –
NAG
1070
Northstar Advisory Group
New Jersey
$375K – – –
HCA
1071
Heck Capital Advisors
Wisconsin
$371K +$3.17K +36 +0.9%
AIP
1072
Almanack Investment Partners
Pennsylvania
$371K +$5.99K +68 +2%
SF
1073
SeedSafe Financial
Texas
$369K +$374K +4,250 New
DE
1074
Diversified Enterprises
Delaware
$369K +$10.7K +121 +3%
PMSA
1075
Patrick M. Sweeney & Associates
Illinois
$368K +$176 +2 +0%
41 42
43
44 45