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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1501
AlphaStar Capital Management
North Carolina
$496K -$2.68M -140,256 -84%
CWM
1502
Cahaba Wealth Management
Georgia
$495K +$157K +8,210 +47%
BTW
1503
Boston Trust Walden
Massachusetts
$494K -$72.5K -3,796 -13%
FOFP
1504
Fee-Only Financial Planning
South Carolina
$492K – – –
FC
1505
Fusion Capital
South Carolina
$492K -$14.9K -778 -3%
FFWA
1506
FRG Family Wealth Advisors
Washington
$490K -$47K -2,460 -9%
MSA
1507
Marino Stram & Associates
Massachusetts
$490K +$3.27K +171 +0.7%
BWA
1508
Beam Wealth Advisors
Louisiana
$488K -$24.4K -1,279 -5%
ESB
1509
Essex Savings Bank
Connecticut
$488K +$26.2K +1,370 +6%
SAM
1510
SignalPoint Asset Management
Missouri
$487K +$879 +46 +0.2%
MPI
1511
Mairs & Power Inc
Minnesota
$487K +$7.64K +400 +2%
HFG
1512
Heron Financial Group
New York
$487K +$103K +5,390 +27%
FC
1513
Financial Consulate
Maryland
$485K +$40.6K +2,125 +9%
EWM
1514
Endurance Wealth Management
Rhode Island
$484K +$29.3K +1,533 +6%
BAM
1515
Brave Asset Management
New Jersey
$483K – – –
ONST
1516
Old North State Trust
North Carolina
$483K – – –
BG
1517
Bahl & Gaynor
Ohio
$483K -$93.9K -4,913 -16%
CRI
1518
Colonial River Investments
Virginia
$482K +$4.87K +255 +1%
TCM
1519
Triumph Capital Management
Colorado
$482K -$31.7K -1,659 -6%
BWM
1520
Baystate Wealth Management
Massachusetts
$482K +$8.77K +459 +2%
KP
1521
Keel Point
Alabama
$480K -$16.5K -864 -3%
APW
1522
Aurora Private Wealth
New Jersey
$478K -$119K -6,205 -20%
EFL
1523
ERn Financial LLC
Wisconsin
$478K -$29.4K -1,539 -6%
ML
1524
McAdam LLC
Pennsylvania
$477K +$35.7K +1,866 +8%
DWM
1525
Dorchester Wealth Management
Quebec, Canada
$477K +$134 +7 +0%
59 60
61
62 63