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Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
2751
Woodmont Investment Counsel
Tennessee
$919K – – –
PWM
2752
PBMares Wealth Management
Virginia
$919K +$12.6K +80 +1%
MCM
2753
Monument Capital Management
Virginia
$919K +$189K +1,200 +26%
FFS
2754
Founders Financial Securities
Maryland
$916K -$914K -5,800 -50%
VAM
2755
Verity Asset Management
North Carolina
$916K -$117K -740 -11%
WFA
2756
Wade Financial Advisory
California
$916K -$63.1K -400 -6%
EIG
2757
Ellenbecker Investment Group
Wisconsin
$916K -$44.1K -280 -5%
KCM
2758
Kanawha Capital Management
Virginia
$916K +$3.15K +20 +0.3%
SFG
2759
Sather Financial Group
Texas
$916K +$189K +1,200 +26%
ST
2760
Sentinel Trust
Texas
$913K – – –
DOA
2761
D'Orazio & Associates
Virginia
$910K -$78.8K -500 -8%
LF
2762
Lee Financial
Texas
$910K +$63.1K +400 +7%
SFS
2763
Summit Financial Strategies
Ohio
$909K -$6.31K -40 -0.7%
CVM
2764
Cheviot Value Management
California
$904K – – –
PSF
2765
Pacific Sun Financial
California
$901K +$12.6K +80 +1%
PPWM
2766
PFG Private Wealth Management
Florida
$901K +$37.8K +240 +4%
HIS
2767
Harvest Investment Services
Illinois
$900K +$75.7K +480 +9%
BFG
2768
Barber Financial Group
Kansas
$899K -$192K -1,220 -18%
OFS
2769
Orrstown Financial Services
Pennsylvania
$896K -$66.2K -420 -7%
LTI
2770
Laffer Tengler Investments
Tennessee
$894K +$350K +2,220 +64%
TF
2771
TLWM Financial
Texas
$893K +$25.2K +160 +3%
NVCHI
2772
New Vernon Capital Holdings II
New Jersey
$891K -$2.22M -14,080 -71%
WCWM
2773
Wooster Corthell Wealth Management
Connecticut
$891K -$123K -780 -12%
RICHC
2774
Renaissance Investment Consultants Holding Company
Pennsylvania
$887K +$31.5K +200 +4%
PG
2775
Patten Group
Tennessee
$882K -$15.8K -100 -2%
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