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Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1751
Bay Colony Advisors
Massachusetts
$795K +$354K +1,246 +69%
FWM
1752
Foresight Wealth Management
Utah
$793K +$6.53K +23 +0.8%
KMWM
1753
Keudell/Morrison Wealth Management
Oregon
$793K +$95.3K +336 +12%
BI
1754
Bramshill Investments
Florida
$792K – – –
MIG
1755
McGuire Investment Group
Rhode Island
$792K +$45.4K +160 +6%
FFA
1756
Founders Financial Alliance
North Carolina
$791K -$35.5K -125 -4%
OPW
1757
Oxler Private Wealth
New York
$791K – – –
GA
1758
Geller Advisors
New York
$791K +$3.12K +11 +0.4%
DBRC
1759
D.B. Root & Company
Pennsylvania
$790K -$174K -613 -17%
CWA
1760
Canvas Wealth Advisors
Kansas
$790K -$28.4K -100 -3%
MAA
1761
Mraz Amerine & Associates
California
$789K – – –
ARMT
1762
Amica Retiree Medical Trust
Rhode Island
$788K -$462K -1,628 -35%
BCM
1763
BTC Capital Management
Iowa
$785K -$220K -776 -20%
WA
1764
WBH Advisory
Maryland
$784K -$29.8K -105 -3%
FCA
1765
FLC Capital Advisors
California
$784K – – –
CFMC
1766
Curbstone Financial Management Corp
New Hampshire
$782K +$90.8K +320 +12%
HWA
1767
HCR Wealth Advisors
California
$781K – – –
PCG
1768
Private Capital Group
Connecticut
$779K -$82.8K -292 -9%
NB
1769
Nicolet Bankshares
Wisconsin
$776K +$12.8K +45 +2%
CCT
1770
Capital City Trust
Florida
$774K -$27.5K -97 -3%
IIM
1771
Ironwood Investment Management
Massachusetts
$772K -$284 -1 -0%
FLPIM
1772
F.L. Putnam Investment Management
Massachusetts
$772K +$123K +435 +17%
DCM
1773
Donaldson Capital Management
Indiana
$770K +$45.7K +161 +6%
PIG
1774
Pantheon Investment Group
California
$763K +$42K +148 +5%
KW
1775
KWB Wealth
California
$761K +$53.3K +188 +7%
69 70
71
72 73