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Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
1801
Investment Advisory Group
Massachusetts
$655K +$10.9K +270 +2%
BIG
1802
Brooklyn Investment Group
New York
$655K – – –
EWA
1803
EverSource Wealth Advisors
Alabama
$651K +$101K +2,517 +19%
KSWWM
1804
Keyes Stange & Wooten Wealth Management
Florida
$647K +$25.8K +639 +4%
VP
1805
Verum Partners
North Carolina
$647K +$20.1K +499 +3%
LNB
1806
Ledyard National Bank
$644K -$5.08K -126 -0.8%
HFRG
1807
Houlihan Financial Resource Group
Virginia
$643K -$68.2K -1,691 -10%
CFFP
1808
Center for Financial Planning
Michigan
$643K -$22.7K -563 -3%
IIM
1809
Ipswich Investment Management
Massachusetts
$641K +$524 +13 +0.1%
SIA
1810
SkyView Investment Advisors
New Jersey
$640K +$74.5K +1,849 +14%
PIMG
1811
Patriot Investment Management Group
Tennessee
$639K -$117K -2,905 -16%
NAG
1812
Northstar Advisory Group
New Jersey
$637K +$403 +10 +0.1%
OHWA
1813
Oak Hill Wealth Advisors
Virginia
$636K +$621K +15,415 New
SSA
1814
Schonfeld Strategic Advisors
New York
$634K -$58.4M -1,447,822 -99%
FOA
1815
Five Oceans Advisors
California
$634K +$263K +6,527 +74%
AWM
1816
Aviso Wealth Management
Washington
$632K +$23.9K +593 +4%
TCM
1817
Telos Capital Management
California
$631K -$49.2K -1,221 -7%
EA
1818
Everpar Advisors
Oklahoma
$630K +$99.2K +2,462 +19%
EHWM
1819
Eads & Heald Wealth Management
Georgia
$630K -$88.2K -2,188 -13%
FPB
1820
First PREMIER Bank
South Dakota
$630K -$43.6K -1,082 -7%
SAM
1821
SignalPoint Asset Management
Missouri
$629K -$5.52K -137 -0.9%
MCM
1822
Maple Capital Management
Vermont
$628K -$22.6K -561 -4%
TBNY
1823
Trustco Bank (New York)
New York
$628K -$117K -2,894 -16%
HCM
1824
Howland Capital Management
Massachusetts
$627K -$690K -17,132 -53%
AFG
1825
Albion Financial Group
Utah
$625K -$324K -8,030 -35%
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