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Name Holding Trade Value Shares
Change 		Change in
Stake
BST
1001
Bath Savings Trust
Maine
$1.16M -$62.9K -726 -5%
SWP
1002
Sagespring Wealth Partners
Tennessee
$1.16M +$73.1K +844 +7%
KIA
1003
Knollwood Investment Advisory
Maryland
$1.16M – – –
LWM
1004
Lyell Wealth Management
California
$1.15M -$519K -5,994 -32%
CPSC
1005
Carl P. Sherr & Co
Massachusetts
$1.15M -$63.8K -736 -6%
FFA
1006
Founders Financial Alliance
North Carolina
$1.15M +$23.5K +271 +2%
SFG
1007
Snider Financial Group
Washington
$1.15M +$66.6K +769 +7%
OAM
1008
Ostrum Asset Management
France
$1.15M -$31K -358 -3%
CP
1009
Canopy Partners
Ohio
$1.15M -$10.4K -120 -0.9%
NP
1010
Nilsine Partners
Colorado
$1.14M -$16.6K -191 -2%
CAM
1011
Creekmur Asset Management
Illinois
$1.14M +$287K +3,316 +36%
PTC
1012
Private Trust Company
Ohio
$1.14M +$49.1K +567 +5%
ECM
1013
Everence Capital Management
Indiana
$1.13M -$1.2M -13,830 -53%
SAG
1014
SageView Advisory Group
California
$1.13M -$96.2K -1,110 -8%
AAM
1015
AMI Asset Management
California
$1.13M -$27M -311,807 -96%
AAM
1016
Auxier Asset Management
Oregon
$1.13M -$3.47K -40 -0.3%
GWM
1017
GSB Wealth Management
Connecticut
$1.13M +$97K +1,119 +10%
GA
1018
GFS Advisors
Texas
$1.12M +$1.06M +12,255 New
RA
1019
RFG Advisory
Alabama
$1.12M -$10.7K -124 -1%
NL
1020
Navalign LLC
California
$1.11M -$30.2K -349 -3%
TPWM
1021
Twelve Points Wealth Management
Massachusetts
$1.11M +$27.2K +314 +3%
MFS
1022
Madrona Financial Services
Washington
$1.11M +$2.6K +30 +0.2%
V
1023
VeraBank
Texas
$1.11M -$121K -1,396 -10%
LFA
1024
Legacy Financial Advisors
Kentucky
$1.11M -$24.9K -287 -2%
CRC
1025
Curi RMB Capital
Illinois
$1.11M +$1.05M +12,064 New
39 40
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42 43