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Name Holding Trade Value Shares
Change 		Change in
Stake
ETIA
2076
Epic Trust Investment Advisors
Washington
$434K +$41.9K +150 +10%
SWRP
2077
Summit Wealth & Retirement Planning
California
$433K – – –
CA
2078
Cresta Advisors
Texas
$431K +$453K +1,623 New
MA
2079
MUFG Americas
New York
$430K -$14.2K -51 -3%
FMB
2080
Field & Main Bank
Kentucky
$430K +$53.6K +192 +13%
RT
2081
Rockland Trust
Massachusetts
$430K +$115K +411 +34%
CWMU
2082
Caliber Wealth Management (Utah)
Utah
$429K -$192K -688 -30%
BBA
2083
Braun-Bostich & Associates
Pennsylvania
$429K +$1.68K +6 +0.4%
MCC
2084
Money Concepts Capital
Florida
$429K +$25.1K +90 +6%
ST
2085
Sabal Trust
Florida
$429K +$110K +393 +32%
RS
2086
Retirement Solution
Washington
$428K +$279 +1 +0.1%
DFA
2087
Delta Financial Advisors
Louisiana
$428K +$4.19K +15 +0.9%
IDBONY
2088
Israel Discount Bank of New York
New York
$427K -$59.5K -213 -12%
IA
2089
Integrity Advisory
Kansas
$427K -$17K -61 -4%
IA
2090
IAM Advisory
Pennsylvania
$427K +$14K +50 +3%
EA
2091
Eclectic Associates
California
$427K +$22.6K +81 +5%
GWM
2092
Gitterman Wealth Management
New Jersey
$427K +$30.2K +108 +7%
GFS
2093
GYL Financial Synergies
Connecticut
$427K +$31.8K +114 +8%
ACP
2094
Aviance Capital Partners
Florida
$426K -$133K -475 -23%
FWI
2095
Facet Wealth Inc
Maryland
$425K +$112K +400 +23%
SSWM
2096
Sheets Smith Wealth Management
North Carolina
$423K – – –
WFA
2097
Wellspring Financial Advisors
Ohio
$423K +$15.6K +56 +4%
NB
2098
Northwest Bancshares
Pennsylvania
$422K – – –
AAM
2099
Austin Asset Management
Texas
$421K -$114K -408 -20%
VWM
2100
Vigilare Wealth Management
Arizona
$420K -$120K -431 -21%
82 83
84
85 86