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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1551
Strategy Asset Managers
California
$573K +$45.3K +487 +8%
BFIM
1552
Beese Fulmer Investment Management
Ohio
$573K -$76.5K -823 -12%
TWP
1553
Tyche Wealth Partners
Texas
$573K -$186K -1,999 -24%
KWM
1554
Keebeck Wealth Management
Illinois
$572K +$4.74K +51 +0.8%
FFS
1555
Founders Financial Securities
Maryland
$571K +$13.3K +143 +2%
EFA
1556
Evernest Financial Advisors
Indiana
$570K +$7.53K +81 +1%
HPC
1557
HM Payson & Co
Maine
$567K +$4K +43 +0.7%
WIM
1558
WealthPlan Investment Management
Nebraska
$567K +$93 +1 +0%
MBTD
1559
Mechanics Bank - Trust Department
California
$565K -$530K -5,699 -48%
LRIA
1560
Leonard Rickey Investment Advisors
Washington
$564K -$2.51K -27 -0.4%
CAM
1561
Cidel Asset Management
Ontario, Canada
$563K +$28.4K +305 +5%
CPC
1562
Cookson Peirce & Co
Pennsylvania
$563K +$24.1K +259 +4%
LIM
1563
Longfellow Investment Management
Massachusetts
$562K +$249K +2,681 +77%
CAMG
1564
CWA Asset Management Group
Florida
$561K +$133K +1,426 +30%
SFS
1565
Sharp Financial Services
Pennsylvania
$560K +$362K +3,890 +173%
JCM
1566
Jag Capital Management
Missouri
$560K -$11.3K -121 -2%
PP
1567
Patten & Patten
Tennessee
$560K -$465 -5 -0.1%
TFA
1568
Transamerica Financial Advisors
Florida
$558K -$25K -269 -4%
AIA
1569
Alera Investment Advisors
Illinois
$558K +$2.51K +27 +0.4%
HL
1570
HeadInvest LLC
Maine
$557K -$16.8K -181 -3%
CWS
1571
Cypress Wealth Services
California
$557K +$47.6K +512 +9%
GI
1572
GAMCO Investors
Connecticut
$556K -$288K -3,093 -34%
AC
1573
Annandale Capital
Texas
$555K +$565K +6,075 New
RIA
1574
Realta Investment Advisors
Delaware
$554K +$84K +903 +18%
CWG
1575
Cornerstone Wealth Group
North Carolina
$553K +$177K +1,906 +46%
61 62
63
64 65