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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1301
Maple Capital Management
Vermont
$664K -$360K -4,421 -34%
FPB
1302
First PREMIER Bank
South Dakota
$663K -$183K -2,246 -21%
GFS
1303
GYL Financial Synergies
Connecticut
$660K +$117K +1,441 +20%
FMB
1304
Field & Main Bank
Kentucky
$659K -$122K -1,500 -15%
JPWM
1305
Jamison Private Wealth Management
Georgia
$659K +$4.8K +59 +0.7%
TCM
1306
Tradewinds Capital Management
Washington
$655K -$41.3K -507 -6%
IF
1307
Intrua Financial
Texas
$654K +$685K +8,405 New
CCM
1308
Crew Capital Management
Ohio
$654K +$101K +1,239 +17%
NIM
1309
Northeast Investment Management
Massachusetts
$654K -$107K -1,317 -14%
TWM
1310
TriaGen Wealth Management
California
$653K – – –
MC
1311
Matisse Capital
Oregon
$648K – – –
TBWA
1312
Three Bridge Wealth Advisors
California
$647K -$2.52K -31 -0.4%
AFC
1313
AFT Forsyth & Company
Florida
$647K +$4.48K +55 +0.7%
BLC
1314
Brown, Lisle/Cummings
Rhode Island
$646K +$12.2K +150 +2%
DDC
1315
DF Dent & Co
Maryland
$645K -$99.2K -1,218 -13%
PCP
1316
Proficio Capital Partners
Massachusetts
$645K +$1.22K +15 +0.2%
PAM
1317
Palisade Asset Management
Minnesota
$644K -$36.6K -450 -5%
FCM
1318
Fairbanks Capital Management
California
$643K -$10.9K -134 -2%
TBC
1319
Ted Buchan & Co
California
$640K -$134K -1,643 -17%
VIM
1320
Vinva Investment Management
Australia
$640K -$761K -9,341 -54%
JCM
1321
Jag Capital Management
Missouri
$639K +$169K +2,078 +34%
CP
1322
Capital Planning
Washington
$639K +$244 +3 +0%
CFG
1323
Cooper Financial Group
California
$638K +$23.6K +290 +4%
BBA
1324
Baader Bank Aktiengesellschaft
Germany
$637K +$150K +1,838 +28%
ASI
1325
Advisory Services & Investments
Oregon
$635K +$10.3K +126 +2%
51 52
53
54 55