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Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1851
Janney Capital Management
Pennsylvania
$749K +$90.6K +3,137 +14%
TFGT
1852
TS Financial Group (TSFG)
Illinois
$748K -$10.8K -373 -1%
SAM
1853
S.A. Mason
Michigan
$747K +$731K +25,319 New
MBT
1854
Montecito Bank & Trust
California
$746K +$149K +5,154 +26%
HCM
1855
Hollencrest Capital Management
California
$745K -$3.52K -122 -0.5%
CWM
1856
Circle Wealth Management
New Jersey
$743K +$606 +21 +0.1%
PP
1857
Parplus Partners
New York
$738K +$722K +25,001 New
AIA
1858
AIMZ Investment Advisors
California
$737K -$13.4K -463 -2%
PIA
1859
Powell Investment Advisors
Florida
$737K +$721K +24,967 New
FFA
1860
Fragasso Financial Advisors
Pennsylvania
$736K +$8.98K +311 +1%
ICM
1861
IMS Capital Management
Oregon
$735K -$16.3K -564 -2%
BPB
1862
Badgley, Phelps & Bell
Washington
$735K +$99.8K +3,456 +16%
OL
1863
Optas LLC
Texas
$735K +$719K +24,893 New
AAM
1864
AMI Asset Management
California
$733K +$36.1K +1,251 +5%
NFG
1865
Norris Financial Group
South Carolina
$731K +$715K +24,755 New
FUBT
1866
First United Bank & Trust
Maryland
$730K +$8.61K +298 +1%
HPWM
1867
Highland Private Wealth Management
Washington
$730K +$32.1K +1,111 +5%
BWFA
1868
Baltimore-Washington Financial Advisors
Maryland
$729K +$87K +3,012 +14%
HTHT
1869
Hemenway Trust Hemenway Trust
New Hampshire
$727K -$20.6K -712 -3%
ICM
1870
Islay Capital Management
Texas
$727K +$712K +24,646 New
PWMG
1871
Prestige Wealth Management Group
New Jersey
$724K -$65.1K -2,256 -8%
SFSIG
1872
San Francisco Sentry Investment Group
California
$724K +$34.2K +1,184 +5%
MFT
1873
Moisand Fitzgerald Tamayo
Florida
$723K -$30.2K -1,046 -4%
GLR
1874
Great Lakes Retirement
Ohio
$723K +$711K +24,629 New
PMFA
1875
Plante Moran Financial Advisors
Michigan
$722K -$33.6K -1,163 -5%
73 74
75
76 77