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Name Holding Trade Value Shares
Change 		Change in
Stake
TCOTS
3376
Trust Company of the South
North Carolina
$3.11M -$119K -603 -4%
PC
3377
Permanens Capital
New York
$3.1M +$478K +2,418 +21%
KSWA
3378
Kathleen S. Wright Associates
Pennsylvania
$3.1M – – –
WCM
3379
Winthrop Capital Management
Indiana
$3.1M +$2.79M +14,120 New
PWA
3380
Physician Wealth Advisors
Utah
$3.09M -$90K -455 -3%
CIC
3381
Crawford Investment Counsel
Georgia
$3.09M +$243K +1,227 +10%
EM
3382
Excalibur Management
Massachusetts
$3.09M -$10.3K -52 -0.4%
AFAS
3383
Acorn Financial Advisory Services
Virginia
$3.09M -$601K -3,038 -18%
MCM
3384
MV Capital Management
Maryland
$3.09M -$44.5K -225 -2%
PFS
3385
Prospect Financial Services
New York
$3.08M -$2.89M -14,585 -51%
FWP
3386
Forefront Wealth Partners
Texas
$3.08M -$109K -552 -4%
HFP
3387
Holistic Financial Partners
Indiana
$3.08M +$100K +507 +4%
NG
3388
Novem Group
New York
$3.08M -$150K -760 -5%
FPB
3389
First PREMIER Bank
South Dakota
$3.07M +$1.78K +9 +0.1%
FCB
3390
First County Bank
Connecticut
$3.07M -$204K -1,033 -7%
WDG
3391
Wealth Dimensions Group
Ohio
$3.07M -$37.2K -188 -1%
IF
3392
IRON Financial
Illinois
$3.07M +$21.4K +108 +0.8%
EC
3393
Enhancing Capital
Pennsylvania
$3.06M -$198 -1 -0%
BFC
3394
Bedel Financial Consulting
Indiana
$3.06M -$10.1K -51 -0.4%
RF
3395
Roxbury Financial
New Jersey
$3.06M -$44.5K -225 -2%
CCA
3396
Corps Capital Advisors
Texas
$3.06M -$445K -2,248 -14%
SM
3397
Sweeney & Michel
California
$3.06M +$18.8K +95 +0.7%
LCM
3398
Lattice Capital Management
Washington
$3.05M – – –
MHC
3399
May Hill Capital
Massachusetts
$3.05M +$475K +2,399 +21%
MCM
3400
Mattern Capital Management
Colorado
$3.05M +$502K +2,536 +22%
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