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Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
1001
Great Diamond Partners
Maine
$227K -$1.77K -12 -0.8%
PFM
1002
Patton Fund Management
Texas
$227K – – –
BFA
1003
Beaumont Financial Advisors
Massachusetts
$227K +$11.5K +78 +6%
GEA
1004
Glen Eagle Advisors
New Jersey
$227K +$14.7K +100 +7%
CAM
1005
Costello Asset Management
Pennsylvania
$227K +$883 +6 +0.4%
PWM
1006
PBMares Wealth Management
Virginia
$227K +$9.42K +64 +4%
RSWA
1007
Robinson Smith Wealth Advisors
Maine
$226K – – –
SFP
1008
Shepherd Financial Partners
Massachusetts
$226K +$442 +3 +0.2%
BWL
1009
Bogart Wealth LLC
Virginia
$225K -$8.39K -57 -4%
PAMG
1010
Patton Albertson Miller Group
Tennessee
$225K -$36.2K -246 -14%
ISL
1011
Ingalls & Snyder LLC
New York
$225K -$17.7K -120 -8%
ATC
1012
Adirondack Trust Company
New York
$225K – – –
CIG
1013
Cullen Investment Group
Louisiana
$225K -$45.3K -308 -17%
KPWG
1014
KFA Private Wealth Group
Virginia
$223K – – –
GIA
1015
GHP Investment Advisors
Colorado
$222K +$736 +5 +0.3%
ACP
1016
Aviance Capital Partners
Florida
$222K – – –
TIM
1017
Tortoise Investment Management
New York
$222K +$2.21K +15 +1%
GCP
1018
Gill Capital Partners
Colorado
$221K -$589 -4 -0.3%
LSA
1019
Leonteq Securities AG
Switzerland
$220K +$17.8K +121 +9%
GA
1020
GSG Advisors
New Jersey
$217K +$589 +4 +0.3%
YCG
1021
Yeomans Consulting Group
Georgia
$217K -$883 -6 -0.4%
UF
1022
Univest Financial
Pennsylvania
$217K -$2.5K -17 -1%
SPC
1023
Spirepoint Private Client
Florida
$216K +$10.7K +73 +5%
SW
1024
Simplicity Wealth
New Jersey
$216K +$210K +1,423 New
CFP
1025
Catalyst Financial Partners
Massachusetts
$216K +$1.18K +8 +0.6%
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