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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
676
Storebrand Asset Management
Norway
$80.6K – – –
TSWM
677
Tyler-Stone Wealth Management
Ohio
$80K – – –
EWA
678
EverSource Wealth Advisors
Alabama
$79K -$2.82K -83 -3%
LWCFA
679
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$77K – – –
BCMLT
680
Beacon Capital Management LLC (Tennessee)
Tennessee
$72K +$73.9K +2,172 +1,468%
PP
681
Pacifica Partners
Canada
$66K +$68.6K +2,016 +900%
TFGT
682
TS Financial Group (TSFG)
Illinois
$65K – – –
FWM
683
Focused Wealth Management
New York
$63K – – –
SCA
684
Stonebridge Capital Advisors
Minnesota
$62K -$50K -1,470 -39%
CT
685
Caldwell Trust
Florida
$61.6K +$68.4K +2,011 +734%
VWM
686
Valley Wealth Managers
New Jersey
$58K +$340 +10 +0.5%
ADL
687
Asset Dedication LLC
California
$58K +$5.54K +163 +8%
HWA
688
HHM Wealth Advisors
Tennessee
$58K +$13.6K +400 +23%
TWA
689
TCI Wealth Advisors
Arizona
$54K +$3.91K +115 +6%
GWM
690
Geneos Wealth Management
Colorado
$52K -$69.1K -2,030 -51%
PP
691
Peconic Partners
New York
$52K – – –
RA
692
Rise Advisors
New York
$52K +$34K +1,000 +109%
MA
693
MCF Advisors
Kentucky
$50K – – –
UB
694
UMB Bank
Missouri
$49K +$9.59K +282 +18%
BONH
695
Bank of New Hampshire
New Hampshire
$49K +$56.1K +1,649 +1,024%
OPW
696
Oxler Private Wealth
New York
$48.8K +$55.4K +1,629 +900%
AWM
697
Abound Wealth Management
Tennessee
$48.5K +$61.2K +1,800 New
TIM
698
Tortoise Investment Management
New York
$48K – – –
PTC
699
Private Trust Company
Ohio
$46K +$4.9K +144 +9%
WTA
700
Washington Trust Advisors
Massachusetts
$44K -$6.26K -184 -10%
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