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Name Holding Trade Value Shares
Change 		Change in
Stake
CPIA
1876
Cornell Pochily Investment Advisors
New York
$1.14M -$548 -3 -0.1%
GAG
1877
GM Advisory Group
New York
$1.14M +$223K +1,218 +26%
LB
1878
Legacy Bridge
Iowa
$1.14M -$56.6K -310 -5%
TPWA
1879
TRUE Private Wealth Advisors
Oregon
$1.13M +$114K +622 +12%
RWB
1880
RMR Wealth Builders
New Jersey
$1.13M +$1.07M +5,843 New
HWA
1881
HHM Wealth Advisors
Tennessee
$1.13M +$38.4K +210 +4%
MJP
1882
Michael J. Puzo
$1.12M – – –
IC
1883
InterOcean Capital
Illinois
$1.12M -$18.3K -100 -2%
PTP
1884
Platform Technology Partners
New York
$1.12M +$239K +1,310 +29%
AWC
1885
Abundance Wealth Counselors
Pennsylvania
$1.12M +$1.06M +5,786 New
SAM
1886
Summit Asset Management
Tennessee
$1.12M +$8.95K +49 +0.9%
BCM
1887
Brown Capital Management
Maryland
$1.11M -$12.4K -68 -1%
MWM
1888
Mission Wealth Management
California
$1.11M +$27.8K +152 +3%
SWRP
1889
Summit Wealth & Retirement Planning
California
$1.11M +$793K +4,339 +305%
HDIM
1890
Hanson & Doremus Investment Management
Vermont
$1.11M +$518K +2,838 +98%
CB
1891
CNB Bank
Pennsylvania
$1.11M +$60.7K +332 +6%
CCM
1892
CWH Capital Management
Washington
$1.11M – – –
SAM
1893
SP Asset Management
California
$1.11M +$737K +4,035 +238%
MS
1894
Mizuho Securities
Japan
$1.1M -$2.17M -11,900 -64%
NBG
1895
Nancy B. Gardiner
$1.1M – – –
CPO
1896
Cerity Partners OCIO
New York
$1.1M +$74.9K +410 +8%
BCA
1897
Berman Capital Advisors
Georgia
$1.09M +$159K +868 +18%
WP
1898
WealthPLAN Partners
Nebraska
$1.08M -$11.9K -65 -1%
CASB
1899
Cape Ann Savings Bank
Massachusetts
$1.08M +$1.02M +5,610 New
BHTS
1900
Bar Harbor Trust Services
Maine
$1.08M +$73.8K +404 +8%
74 75
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77 78