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Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
1526
Signet Financial Management
New Jersey
$478K +$20.5K +120 +6%
ITIM
1527
Indiana Trust & Investment Management
Indiana
$476K -$8.7K -51 -2%
MA
1528
MJP Associates
Connecticut
$476K +$345K +2,022 New
GAM
1529
Geier Asset Management
Maryland
$476K +$360K +2,112 New
AA
1530
Advisory Alpha
Michigan
$474K -$54.3K -318 -14%
CAS
1531
Coppell Advisory Solutions
Texas
$474K +$344K +2,013 New
NSIM
1532
North Star Investment Management
Illinois
$473K -$99.8K -585 -23%
BFS
1533
Bradley Foster & Sargent
Connecticut
$473K – – –
SWIG
1534
Strategic Wealth Investment Group
Kentucky
$472K -$26.1K -153 -7%
ARMC
1535
American Research & Management Company
Massachusetts
$471K -$57.3K -336 -14%
RIL
1536
Rothschild Investment LLC
Illinois
$470K +$28.2K +165 +9%
TCM
1537
Towercrest Capital Management
Pennsylvania
$469K – – –
BA
1538
Bristlecone Advisors
Washington
$469K +$1.02K +6 +0.3%
CCM
1539
Chiron Capital Management
Florida
$466K -$2.05K -12 -0.6%
FWP
1540
Falcon Wealth Planning
California
$466K +$338K +1,980 New
HFA
1541
High Falls Advisors
New York
$466K +$338K +1,980 New
PFWA
1542
Paces Ferry Wealth Advisors
Georgia
$465K +$206K +1,209 +133%
CIA
1543
Cohen Investment Advisors
New Hampshire
$464K +$337K +1,974 New
WAM
1544
WNY Asset Management
New York
$464K +$337K +1,974 New
TFM
1545
TFC Financial Management
Massachusetts
$461K +$6.66K +39 +2%
BUB
1546
BBVA USA Bancshares
Texas
$460K -$187K -1,095 -36%
PFA
1547
Plotkin Financial Advisors
Maryland
$459K -$491K -2,880 -60%
CT
1548
Caldwell Trust
Florida
$457K +$24.6K +144 +8%
TW
1549
Transform Wealth
Colorado
$457K -$113K -660 -25%
SFA
1550
Souders Financial Advisors
Ohio
$457K +$67.1K +393 +25%
60 61
62
63 64