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Name Holding Trade Value Shares
Change 		Change in
Stake
BRG
2101
Bay Rivers Group
Virginia
$17.5M -$341K -1,449 -2%
SFS
2102
Summit Financial Strategies
Ohio
$17.5M -$104K -442 -0.6%
HVP
2103
Hudson Value Partners
Florida
$17.5M -$160K -680 -1%
CRIG
2104
Charter Research & Investment Group
Connecticut
$17.5M -$629K -2,671 -4%
MIM
2105
Moseley Investment Management
Florida
$17.4M -$740K -3,139 -4%
LSIA
2106
LaSalle St. Investment Advisors
Illinois
$17.4M +$6.2M +26,300 +61%
CBB
2107
Citizens Business Bank
California
$17.4M -$4.23M -17,959 -25%
WFG
2108
Wills Financial Group
Virginia
$17.4M -$245K -1,039 -1%
HWA
2109
HHM Wealth Advisors
Tennessee
$17.4M +$3.35M +14,199 +26%
PCM
2110
Penserra Capital Management
California
$17.3M +$9.35M +39,687 +134%
DFA
2111
Delta Financial Advisors
Louisiana
$17.3M -$6.36K -27 -0%
GMA
2112
Glassy Mountain Advisors
Maryland
$17.3M -$537K -2,279 -3%
TCOO
2113
Trust Company of Oklahoma
Oklahoma
$17.3M -$226K -957 -1%
EBT
2114
Enterprise Bank & Trust
Massachusetts
$17.3M -$535K -2,272 -3%
IP
2115
Ignite Planners
California
$17.3M -$122K -517 -0.7%
LWMM
2116
Legacy Wealth Management (Mississippi)
Mississippi
$17.3M -$1.13M -4,779 -6%
TCPG
2117
Trivant Custom Portfolio Group
California
$17.3M -$190K -805 -1%
CFMC
2118
Curbstone Financial Management Corp
New Hampshire
$17.3M -$12.7K -54 -0.1%
UAG
2119
United Advisor Group
Ohio
$17.3M +$323K +1,372 +2%
BSB
2120
Bangor Savings Bank
Maine
$17.3M -$431K -1,827 -3%
QFA
2121
Quantum Financial Advisors
California
$17.3M +$1.42M +6,004 +10%
FWM
2122
Finer Wealth Management
Massachusetts
$17.2M +$123K +521 +0.8%
CAM
2123
Councilmark Asset Management
Tennessee
$17.2M +$154K +655 +1%
BWA
2124
Blodgett Wealth Advisors
California
$17.2M +$21.4K +91 +0.1%
WCM
2125
Westend Capital Management
California
$17.2M -$3.3K -14 -0%
83 84
85
86 87