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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1801
Aaron Wealth Advisors
Illinois
$3.04M -$3.88M -15,726 -57%
KMWM
1802
Keudell/Morrison Wealth Management
Oregon
$3.03M -$8.13K -33 -0.3%
LFA
1803
Legacy Financial Advisors
Kentucky
$3.03M +$218K +886 +8%
BSB
1804
Bangor Savings Bank
Maine
$3.02M -$108K -440 -4%
UAS
1805
United Asset Strategies
New York
$3M +$62.4K +253 +2%
MBT
1806
Montecito Bank & Trust
California
$2.99M +$62.6K +254 +2%
WP
1807
WealthPLAN Partners
Nebraska
$2.99M +$77.1K +313 +3%
WSCM
1808
Wellington Shields Capital Management
New York
$2.98M +$1.2M +4,850 +74%
GWMR
1809
GC Wealth Management RIA
Massachusetts
$2.97M +$2.82M +11,422 New
FGP
1810
Foyston, Gordon, & Payne
Ontario, Canada
$2.97M +$72.7K +295 +3%
AIS
1811
American Investment Services
Massachusetts
$2.97M +$5.42K +22 +0.2%
CNBT
1812
Canandaigua National Bank & Trust
New York
$2.97M -$57.9K -235 -2%
VFA
1813
Voya Financial Advisors
Connecticut
$2.96M +$45.4K +184 +2%
DWM
1814
Darwin Wealth Management
Florida
$2.96M -$255K -1,033 -8%
HA
1815
Harfst & Associates
Wyoming
$2.96M -$49.5K -201 -2%
EHWM
1816
Eads & Heald Wealth Management
Georgia
$2.96M -$28.8K -117 -1%
EWM
1817
Evermay Wealth Management
Virginia
$2.95M +$78.9K +320 +3%
LA
1818
LM Advisors
California
$2.95M +$2.8M +11,341 New
GJWM
1819
Gilliland Jeter Wealth Management
Arkansas
$2.94M +$2.78M +11,293 New
SP
1820
Symmetry Partners
Connecticut
$2.94M -$469K -1,902 -14%
BAM
1821
Belpointe Asset Management
Nevada
$2.94M -$121K -492 -4%
SIC
1822
Sterling Investment Counsel
New York
$2.93M -$38.2K -155 -1%
MCA
1823
Martin Capital Advisors
Texas
$2.92M +$5.18K +21 +0.2%
AWM
1824
Avior Wealth Management
Nebraska
$2.91M -$20K -81 -0.7%
RPCONE
1825
Retirement Planning Company of New England
Rhode Island
$2.91M +$241K +978 +10%
71 72
73
74 75