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Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
1326
Madrona Financial Services
Washington
$723K +$15K +69 +2%
SMA
1327
Sage Mountain Advisors
Georgia
$723K +$31.3K +144 +5%
GIM
1328
Grassi Investment Management
California
$723K +$165K +759 +31%
KFA
1329
Kelleher Financial Advisors
New York
$721K – – –
AIM
1330
Anchor Investment Management
South Carolina
$716K +$89.9K +414 +15%
RIL
1331
Rothschild Investment LLC
Illinois
$716K +$314K +1,446 +84%
CCWA
1332
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$716K +$686K +3,162 New
CWM
1333
Connecticut Wealth Management
Connecticut
$714K -$95.1K -438 -12%
DOA
1334
D'Orazio & Associates
Virginia
$714K – – –
MVA
1335
Mount Vernon Associates
Maryland
$714K – – –
KFP
1336
KMG Fiduciary Partners
Ohio
$714K +$14.3K +66 +2%
CCP
1337
Clarkston Capital Partners
Michigan
$714K +$32.6K +150 +5%
BWM
1338
Buckley Wealth Management
Nevada
$712K +$22.8K +105 +3%
SB
1339
Sunflower Bank
Texas
$712K +$37.1K +171 +6%
MAA
1340
Matrix Asset Advisors
New York
$709K – – –
ICP
1341
Interchange Capital Partners
Pennsylvania
$708K -$1.92M -8,847 -74%
MWM
1342
Modera Wealth Management
New Jersey
$706K -$43.6K -201 -6%
ACM
1343
Allred Capital Management
Texas
$706K -$3.26K -15 -0.5%
LA
1344
Lynch & Associates
Indiana
$705K +$5.21K +24 +0.8%
SGK
1345
Steigerwald Gordon & Koch
Virginia
$704K -$56.7K -261 -8%
ATIA
1346
American Trust Investment Advisors
New Hampshire
$703K – – –
DI
1347
DFPG Investments
Utah
$703K +$173K +795 +34%
FP
1348
Financial Perspectives
Minnesota
$703K +$331K +1,527 +97%
BS
1349
Boenning & Scattergood
Pennsylvania
$701K -$11.7K -54 -2%
CFMC
1350
Curbstone Financial Management Corp
New Hampshire
$700K – – –
52 53
54
55 56