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Name Holding Trade Value Shares
Change 		Change in
Stake
DHC
5526
Drum Hill Capital
Connecticut
$877K – – –
BAWM
5527
Bennett Associates Wealth Management
Pennsylvania
$875K +$148K +568 +20%
WIC
5528
Whitegate Investment Counselors
New Hampshire
$874K +$521 +2 +0.1%
CCA
5529
Cravens & Co Advisors
Tennessee
$874K +$209K +803 +30%
MAWAG
5530
Mid-American Wealth Advisory Group
Missouri
$874K – – –
AIM
5531
Archer Investment Management
Texas
$873K -$58.6K -225 -6%
UFF
5532
USA Financial Formulas
Michigan
$872K +$892K +3,427 +48,957%
SM
5533
Salzhauer Michael
$867K – – –
AIA
5534
Armor Investment Advisors
North Carolina
$866K +$521 +2 +0.1%
FA
5535
Fullerton Advisors
California
$864K +$121K +465 +16%
MLRA
5536
Main Line Retirement Advisors
Montana
$861K +$33.6K +129 +4%
TFG
5537
Tull Financial Group
Virginia
$861K -$82K -315 -8%
NEAM
5538
New England Asset Management
Connecticut
$858K – – –
TVM
5539
True Vision MN
Minnesota
$857K +$35.1K +135 +4%
AAM
5540
American Asset Management
Florida
$853K +$2.34K +9 +0.3%
CE
5541
Cornerstone Enterprises
Wisconsin
$850K -$175K -674 -17%
KGC
5542
Kennon-Green & Company
Ohio
$850K – – –
EC
5543
Enhancing Capital
Pennsylvania
$847K – – –
IFA
5544
Independence Financial Advisors
New Hampshire
$846K -$520K -1,999 -37%
FPCG
5545
Forum Private Client Group
Indiana
$843K +$3.9K +15 +0.5%
BG
5546
Bellevue Group
Switzerland
$843K – – –
DB
5547
Dravo Bay
Delaware
$842K -$27.1K -104 -3%
JE
5548
JMAC Enterprises
Pennsylvania
$841K – – –
VFS
5549
Valpey Financial Services
New Hampshire
$839K +$860K +3,306 New
LEFP
5550
Leading Edge Financial Planning
Tennessee
$837K +$62.2K +239 +8%
220 221
222
223 224