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ZBH

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
826
Patriot Financial Group Insurance Agency
Massachusetts
$21K – – –
TVWM
827
Tower View Wealth Management
Wisconsin
$20K – – –
VNA
828
Valley National Advisers
Pennsylvania
$20K – – –
JWA
829
JFS Wealth Advisors
Pennsylvania
$20K +$3.08K +26 +16%
DMKJ
830
David M. Knott Jr
$20K +$22.5K +190 New
BONH
831
Bank of New Hampshire
New Hampshire
$19K – – –
GI
832
Gradient Investments
Minnesota
$19K – – –
RTC
833
Riverview Trust Company
Washington
$19K – – –
AIC
834
Archer Investment Corporation
Indiana
$18.2K – – –
FWM
835
Focused Wealth Management
New York
$18K – – –
PWMG
836
Prestige Wealth Management Group
New Jersey
$18K +$7.83K +66 +61%
MA
837
Montag & Associates
Georgia
$17K -$11.9K -100 -38%
FMTCOCP
838
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17K – – –
FCG
839
Financial Connections Group
California
$17K – – –
TIM
840
Tortoise Investment Management
New York
$17K – – –
WAS
841
Winch Advisory Services
Wisconsin
$17K – – –
CWP
842
Concord Wealth Partners
Virginia
$16K -$50.8K -428 -74%
HDIM
843
Hanson & Doremus Investment Management
Vermont
$16K – – –
CMP
844
Coston McIsaac & Partners
Maine
$16K +$18.6K +157 New
AA
845
Addison Advisors
Vermont
$15K – – –
NIC
846
Northwest Investment Counselors
Oregon
$15K – – –
TCWM
847
Total Clarity Wealth Management
Illinois
$15K +$17.1K +144 New
TSW
848
Thompson Siegel & Walmsley
Virginia
$14K -$12.3K -104 -43%
IFAM
849
Institutional & Family Asset Management
Colorado
$14K – – –
LB
850
Legacy Bridge
Iowa
$14K – – –
32 33
34
35 36