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Name Holding Trade Value Shares
Change 		Change in
Stake
KFGK
876
Keystone Financial Group (Kentucky)
Kentucky
$354K – – –
SVWAG
877
Sound View Wealth Advisors Group
Georgia
$352K – – –
TWC
878
TD Waterhouse Canada
Ontario, Canada
$352K +$74.4K +470 +26%
RYIA
879
Roehl & Yi Investment Advisors
Oregon
$351K +$1.9K +12 +0.5%
FGC
880
First Growth Capital
Maryland
$351K – – –
EW
881
Elyxium Wealth
California
$351K +$4.12K +26 +1%
LFIA
882
Legacy Financial Independent Advisors
Kentucky
$350K +$356K +2,250 New
CC
883
Courier Capital
New York
$349K – – –
NB
884
NBT Bank
New York
$349K -$10.3K -65 -3%
FLPIM
885
F.L. Putnam Investment Management
Massachusetts
$348K -$5.23K -33 -1%
NS
886
NBC Securities
Alabama
$348K -$9.98K -63 -3%
EWS
887
Evergreen Wealth Solutions
Pennsylvania
$348K +$354K +2,236 New
TWIM
888
TIAA Wealth Investment Management
New York
$347K +$353K +2,232 New
BB
889
Busey Bank
Illinois
$346K -$247K -1,557 -41%
LWCFA
890
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$346K +$3.17K +20 +0.9%
BMC
891
Beaton Management Company
Massachusetts
$345K – – –
GCM
892
Gables Capital Management
Florida
$345K – – –
GLA
893
Great Lakes Advisors
Illinois
$345K -$1.11K -7 -0.3%
CTA
894
Chesley Taft & Associates
Illinois
$343K – – –
FMTC
895
Farmers & Merchants Trust Company
California
$341K +$7.6K +48 +2%
IGGA
896
Iron Gate Global Advisors
Utah
$341K – – –
CFO
897
Cambient Family Office
Michigan
$340K +$28.2K +178 +9%
MWM
898
Mission Wealth Management
California
$338K +$27.4K +173 +9%
IA
899
Integrity Alliance
Iowa
$338K -$62.9K -397 -15%
BAAM
900
Baker Avenue Asset Management
California
$335K +$3.17K +20 +0.9%
34 35
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