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Name Holding Trade Value Shares
Change 		Change in
Stake
SCG
1501
Sonata Capital Group
Washington
$668K -$113K -1,000 -14%
NSAM
1502
North Star Asset Management
Wisconsin
$666K +$58.8K +520 +10%
QI
1503
Qtron Investments
Massachusetts
$664K – – –
FMTC
1504
Farmers & Merchants Trust Company
California
$664K +$199K +1,761 +42%
BFO
1505
Boston Family Office
Massachusetts
$662K +$17K +150 +3%
BFC
1506
Bedel Financial Consulting
Indiana
$661K – – –
IA
1507
IFG Advisors
Missouri
$661K +$3.96K +35 +0.6%
FPWM
1508
FSB Premier Wealth Management
Iowa
$659K +$7.57K +67 +1%
GL
1509
Graypoint LLC
New York
$659K +$50K +442 +8%
BC
1510
Belmont Capital
California
$657K – – –
PVH
1511
Psagot Value Holdings
Israel
$655K +$134K +1,188 +25%
XF
1512
XML Financial
Maryland
$654K +$72.1K +638 +12%
TSWM
1513
Triangle Securities Wealth Management
North Carolina
$647K -$6.44K -57 -1%
SCM
1514
Stordahl Capital Management
Colorado
$643K +$154K +1,366 +31%
DJSG
1515
D.J. St. Germain
Massachusetts
$641K +$22.3K +197 +4%
AIA
1516
Avalon Investment & Advisory
Texas
$640K -$54.7K -484 -8%
EM
1517
Excalibur Management
Massachusetts
$640K -$452 -4 -0.1%
SFA
1518
Source Financial Advisors
New York
$640K +$17.2K +152 +3%
F
1519
F3Logic
Minnesota
$639K +$123K +1,084 +23%
TCMP
1520
Thrive Capital Management (Pennsylvania)
Pennsylvania
$638K +$195K +1,727 +43%
TIA
1521
Tiemann Investment Advisors
California
$637K -$5.65K -50 -0.9%
BHWM
1522
Bar Harbor Wealth Management
New Hampshire
$637K – – –
SIC
1523
Salem Investment Counselors
North Carolina
$635K -$12.2K -108 -2%
AWM
1524
Aries Wealth Management
Maine
$635K +$14.1K +125 +2%
FSA
1525
Franklin Street Advisors
North Carolina
$634K -$18.5M -163,277 -97%
59 60
61
62 63