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Name Holding Trade Value Shares
Change 		Change in
Stake
WW
1726
Waterfront Wealth
Kansas
$389K -$8.33K -80 -2%
MCM
1727
Mendel Capital Management
Arkansas
$389K +$71.1K +683 +22%
D
1728
Diversified
Delaware
$389K -$40.4K -388 -9%
TC
1729
Trust Company
Kansas
$388K -$25.3K -243 -6%
EW
1730
Enzi Wealth
Texas
$388K -$97.6K -938 -21%
WA
1731
Wambolt & Associates
Colorado
$388K -$15.9K -153 -4%
PFA
1732
Petra Financial Advisors
Colorado
$388K +$60K +576 +18%
EWA
1733
EverSource Wealth Advisors
Alabama
$387K -$63.7K -612 -14%
TWM
1734
TMD Wealth Management
Arizona
$386K -$19.3K -185 -5%
IIM
1735
Ipswich Investment Management
Massachusetts
$386K -$15.6K -150 -4%
SCI
1736
S&CO Inc
Massachusetts
$385K – – –
T
1737
TOBAM
France
$385K +$126K +1,206 +48%
CHA
1738
Cooper/Haims Advisors
New York
$385K -$10.4K -100 -3%
RB
1739
Renasant Bank
Mississippi
$384K -$15.4K -148 -4%
FAFN
1740
First Affirmative Financial Network
Colorado
$382K +$7.49K +72 +2%
BFA
1741
Beaumont Financial Advisors
Massachusetts
$381K – – –
HIC
1742
Holderness Investments Company
North Carolina
$381K +$624 +6 +0.2%
AFM
1743
Abbot Financial Management
Massachusetts
$381K -$104 -1 -0%
ATC
1744
Adirondack Trust Company
New York
$381K – – –
BCP
1745
Blue Chip Partners
Michigan
$380K +$47K +452 +14%
SWA
1746
SOA Wealth Advisors
New York
$379K +$624 +6 +0.2%
GWM
1747
GSB Wealth Management
Connecticut
$379K +$1.67K +16 +0.4%
WWM
1748
Windsor Wealth Management
Indiana
$379K – – –
ACP
1749
Aveo Capital Partners
Colorado
$377K +$71.9K +691 +24%
CL
1750
CIM LLC
New York
$377K – – –
68 69
70
71 72