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TEL

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
626
Seed Wealth Management
Illinois
$264K – – –
GPA
627
Guerra Pan Advisors
New Jersey
$263K – – –
CT
628
Cambridge Trust
Massachusetts
$259K -$3.79K -30 -2%
MC
629
Moors & Cabot
Massachusetts
$257K – – –
AAS
630
Avantax Advisory Services
Texas
$255K -$23.5K -186 -9%
MAWA
631
Moss Adams Wealth Advisors
Washington
$251K +$2.53K +20 +1%
JCM
632
Jacobi Capital Management
Pennsylvania
$250K +$759 +6 +0.3%
CCA
633
Cobblestone Capital Advisors
New York
$248K +$12.9K +102 +6%
IAN
634
Integrated Advisors Network
Texas
$246K -$14K -111 -6%
OL
635
Optas LLC
Texas
$245K -$42.4K -335 -16%
PL
636
Perpetual Ltd
Australia
$245K -$2.66K -21 -1%
BWM
637
Buckley Wealth Management
Nevada
$243K +$219K +1,733 New
FB
638
Fulton Bank
Pennsylvania
$242K – – –
JHCP
639
Jackson Hole Capital Partners
Oklahoma
$241K – – –
CIAS
640
Capital Investment Advisory Services
North Carolina
$239K -$1.01K -8 -0.5%
TIMH
641
Tilt Investment Management Holdings
New York
$238K – – –
WKWM
642
Walter & Keenan Wealth Management
Indiana
$238K – – –
WC
643
Woodstock Corp
Massachusetts
$237K – – –
WPC
644
Wedmont Private Capital
Pennsylvania
$236K -$506 -4 -0.2%
LGA
645
Lebenthal Global Advisors
New York
$236K -$6.96K -55 -3%
PBC
646
Pavion Blue Capital
California
$235K – – –
VFA
647
Voya Financial Advisors
Connecticut
$233K -$29.6K -234 -12%
FWIA
648
Fort Washington Investment Advisors
Ohio
$233K -$86.1K -681 -29%
FCB
649
First County Bank
Connecticut
$232K +$209K +1,656 New
GSEP
650
Golden State Equity Partners
California
$232K +$209K +1,653 New
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