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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1426
Smartleaf Asset Management
Massachusetts
$157K – – –
ECM
1427
EMC Capital Management
Texas
$154K +$143K +1,250 New
CIS
1428
Custom Index Systems
New York
$153K -$155K -1,357 -50%
PP
1429
Pacifica Partners
Canada
$153K -$10.3K -90 -7%
AT
1430
Arlington Trust
Alabama
$153K -$7.99K -70 -5%
DB
1431
Danske Bank
Denmark
$151K – – –
MP
1432
McDonald Partners
Ohio
$149K +$149K +1,306 New
SWM
1433
Shelton Wealth Management
Texas
$144K +$143K +1,257 New
WTA
1434
Washington Trust Advisors
Massachusetts
$141K -$5.13K -45 -4%
PFBT
1435
Parkside Financial Bank & Trust
Missouri
$137K +$19.7K +173 +17%
PP
1436
PFS Partners
New Jersey
$136K – – –
MG
1437
Mather Group
Illinois
$136K -$55.6K -487 -29%
WETS
1438
Wealth Enhancement Trust Services
South Dakota
$135K – – –
SIC
1439
Salem Investment Counselors
North Carolina
$132K +$21.1K +185 +19%
HCM
1440
Hollencrest Capital Management
California
$131K -$15.6K -137 -11%
CFO
1441
CVA Family Office
Colorado
$130K -$17.7K -155 -12%
KB
1442
Kimelman & Baird
New York
$128K – – –
GSWM
1443
Golden State Wealth Management
California
$127K +$1.14K +10 +0.9%
HWP
1444
Highline Wealth Partners
California
$127K +$685 +6 +0.5%
OSNBOA
1445
Old Second National Bank of Aurora
Illinois
$127K – – –
CFB
1446
Cullen/Frost Bankers
Texas
$124K -$66.1K -579 -35%
PWA
1447
Provenance Wealth Advisors
Florida
$123K – – –
CI
1448
CX Institutional
Indiana
$122K – – –
WAG
1449
Wilkerson Advisory Group
Missouri
$120K -$27.4K -240 -19%
LWCFA
1450
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$120K – – –
56 57
58
59 60