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Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
1051
Knollwood Investment Advisory
Maryland
$901K – – –
DIA
1052
Dana Investment Advisors
Wisconsin
$899K -$12.2K -129 -1%
SJIM
1053
St. Johns Investment Management
Florida
$898K +$160K +1,696 +20%
DWM
1054
Destination Wealth Management
California
$895K +$68.9K +728 +8%
LC
1055
LCNB Corp
Ohio
$895K +$2.65K +28 +0.3%
WETS
1056
Wealth Enhancement Trust Services
South Dakota
$894K -$39.5K -418 -4%
AMM
1057
American Money Management
California
$892K +$19K +201 +2%
FFA
1058
Founders Financial Alliance
North Carolina
$891K +$213K +2,251 +29%
TM
1059
Taproot Management
New York
$891K -$7.28K -77 -0.8%
EM
1060
Excalibur Management
Massachusetts
$887K -$16.5K -174 -2%
DT
1061
Diversified Trust
Tennessee
$886K +$48.4K +512 +5%
MFS
1062
Madrona Financial Services
Washington
$885K -$50.8K -537 -5%
BST
1063
Bath Savings Trust
Maine
$885K -$49.7K -525 -5%
NS
1064
NBC Securities
Alabama
$883K -$38.1K -403 -4%
WJWM
1065
Williams Jones Wealth Management
New York
$881K -$66K -698 -7%
WAG
1066
Winthrop Advisory Group
Massachusetts
$878K +$3.78K +40 +0.4%
SWM
1067
SeaCrest Wealth Management
New York
$870K +$9.27K +98 +1%
TBWA
1068
Three Bridge Wealth Advisors
California
$869K -$22.5K -238 -2%
MAC
1069
Mason & Associates (California)
California
$868K +$16.6K +176 +2%
UFA
1070
Unify Financial Advisors
Florida
$868K +$15.7K +166 +2%
GWP
1071
Gen-Wealth Partners
Michigan
$867K +$203K +2,143 +28%
IAS
1072
Investment Advisory Services
Texas
$863K -$11.7K -124 -1%
NSB
1073
Norway Savings Bank
Maine
$862K -$107K -1,136 -11%
WAS
1074
Winch Advisory Services
Wisconsin
$861K -$24.6K -260 -3%
GIA
1075
Gladstone Institutional Advisory
Florida
$861K +$5.96K +63 +0.7%
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