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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
901
Claro Advisors
Massachusetts
$3.03M – – –
ERWM
902
Elk River Wealth Management
Colorado
$3.03M -$29.5K -662 -0.8%
BTWM
903
Baker Tilly Wealth Management
Wisconsin
$3.03M -$529K -11,887 -13%
IGWM
904
ICA Group Wealth Management
Colorado
$3.02M +$63.3K +1,422 +2%
SWA
905
Stratos Wealth Advisors
Ohio
$3.02M -$461K -10,357 -12%
FAS
906
Formuepleje A/S
Denmark
$3.02M +$3.54M +79,413 New
SCM
907
Salem Capital Management
Massachusetts
$3.02M +$9.31K +209 +0.3%
PAI
908
Pittenger & Anderson Inc
Nebraska
$3.01M -$73K -1,640 -2%
NSIM
909
North Star Investment Management
Illinois
$3.01M -$90.9K -2,041 -3%
QP
910
Quilter Plc
United Kingdom
$3M -$169K -3,789 -5%
SCP
911
Shorepoint Capital Partners
Massachusetts
$3M +$133K +2,997 +4%
BCCM
912
Bridge Creek Capital Management
Massachusetts
$2.99M -$12.9K -290 -0.4%
FHA
913
Flagship Harbor Advisors
Massachusetts
$2.97M +$651K +14,624 +23%
MHS
914
M Holdings Securities
Oregon
$2.97M +$363K +8,151 +12%
BC
915
Burney Company
Virginia
$2.96M -$39.4K -884 -1%
CWM
916
Concentric Wealth Management
California
$2.95M +$61.9K +1,390 +2%
EA
917
Ellsworth Advisors
Ohio
$2.95M -$1.03M -23,097 -23%
VDBMI
918
Van Den Berg Management I
Texas
$2.95M +$312K +7,012 +10%
WDA
919
Wendell David Associates
New Hampshire
$2.95M -$35.8K -804 -1%
MPI
920
Mairs & Power Inc
Minnesota
$2.94M +$53.7K +1,206 +2%
PWM
921
Perigon Wealth Management
California
$2.93M -$821K -18,436 -19%
MKC
922
M. Kraus & Co
Vermont
$2.92M -$8.55K -192 -0.2%
FNFDCM
923
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.92M -$3.16K -71 -0.1%
FA
924
FDx Advisors
Illinois
$2.92M -$753K -16,905 -18%
RIG
925
Roosevelt Investment Group
New York
$2.92M +$136K +3,059 +4%
35 36
37
38 39