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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
326
Ropes Wealth Advisors
Massachusetts
$21K +$1.12K +8 +6%
TFGT
327
TS Financial Group (TSFG)
Illinois
$21K +$1.68K +12 +10%
AW
328
Avion Wealth
Texas
$20K – – –
PCA
329
Providence Capital Advisors
North Carolina
$20K – – –
BBHC
330
Brown Brothers Harriman & Co
New York
$19K – – –
CFA
331
Carroll Financial Associates
North Carolina
$19K – – –
HIIFS
332
Harel Insurance Investments & Financial Services
Israel
$17K +$19.6K +140 New
GEA
333
Glen Eagle Advisors
New Jersey
$16.2K +$1.96K +14 +15%
BFC
334
Bedel Financial Consulting
Indiana
$16K – – –
CBT
335
Central Bank & Trust
Kentucky
$16K – – –
BFG
336
Baron Financial Group
New Jersey
$15.5K – – –
AA
337
Ancora Advisors
Ohio
$15K – – –
MAWCM
338
Mine & Arao Wealth Creation & Management
California
$15K – – –
FPFS
339
First Personal Financial Services
North Carolina
$15K +$14K +100 New
TC
340
Tacita Capital
Ontario, Canada
$15K +$14K +100 New
CCM
341
Cribstone Capital Management
Maine
$14K – – –
GAM
342
Gemmer Asset Management
California
$14K – – –
ATC
343
Adirondack Trust Company
New York
$14K +$3.5K +25 +33%
ABC
344
Associated Banc-Corp
Wisconsin
$13K – – –
MAM
345
Meeder Asset Management
Ohio
$13K +$10.1K +72 +600%
JCM
346
Jacobi Capital Management
Pennsylvania
$13K +$12K +86 New
D
347
Diversified
Delaware
$13K +$14.1K +101 New
HPC
348
HM Payson & Co
Maine
$12K +$7.69K +55 +229%
CCA
349
Childress Capital Advisors
Texas
$12K +$10.5K +75 New
CAAS
350
Capital Asset Advisory Services
Michigan
$11K +$9.65K +69 New
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