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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1276
Scholtz & Company
Connecticut
$7.3M +$426K +1,542 +6%
BB
1277
Berkshire Bank
Massachusetts
$7.29M -$450K -1,629 -6%
SVCP
1278
Silicon Valley Capital Partners
California
$7.28M +$921K +3,336 +15%
PCP
1279
Proficio Capital Partners
Massachusetts
$7.27M +$49.1K +178 +0.7%
TPA
1280
Trivium Point Advisory
Connecticut
$7.25M +$209K +758 +3%
BCWM
1281
Bartlett & Co Wealth Management
Ohio
$7.23M +$264K +955 +4%
KJHP
1282
K.J. Harrison & Partners
Ontario, Canada
$7.21M +$61.3K +222 +0.9%
BTWM
1283
Baker Tilly Wealth Management
Wisconsin
$7.21M +$282K +1,020 +4%
SGAM
1284
Smith Group Asset Management
Texas
$7.2M -$2.51M -9,087 -26%
AWP
1285
Ascent Wealth Partners
New York
$7.18M +$59.1K +214 +0.8%
FTC
1286
Farmers Trust Company
Ohio
$7.18M -$337K -1,220 -5%
RCM
1287
RB Capital Management
Nevada
$7.18M +$193K +698 +3%
CCA
1288
Covey Capital Advisors
Georgia
$7.15M -$643K -2,330 -8%
PI
1289
PFG Investments
New York
$7.15M +$3.66M +13,264 +107%
WG
1290
Welch Group
Alabama
$7.15M +$352K +1,274 +5%
TP
1291
TenCore Partners
New York
$7.14M -$1.28M -4,620 -15%
KWA
1292
Kingswood Wealth Advisors
California
$7.14M -$288K -1,044 -4%
BFW
1293
Brady Family Wealth
Missouri
$7.12M +$80.3K +291 +1%
HCM
1294
Harvey Capital Management
Florida
$7.12M – – –
BCFD
1295
Boit C.F. David
$7.12M – – –
BA
1296
Bristlecone Advisors
Washington
$7.11M -$387K -1,400 -5%
HSA
1297
HBK Sorce Advisory
Pennsylvania
$7.06M +$299K +1,082 +4%
TIP
1298
Torray Investment Partners
Maryland
$7.05M -$102K -371 -1%
WI
1299
Wintrust Investments
Illinois
$7.05M -$6.9K -25 -0.1%
FFWA
1300
FRG Family Wealth Advisors
Washington
$7.04M -$133K -480 -2%
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