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Name Holding Trade Value Shares
Change 		Change in
Stake
I
976
INVST
Indiana
$988K -$18.1K -90 -1%
AWM
977
Avitas Wealth Management
California
$988K +$1.04M +5,161 New
MIC
978
Maxi Investments CY
Cyprus
$986K -$4.27M -21,250 -80%
WJWM
979
Williams Jones Wealth Management
New York
$984K +$694K +3,459 +206%
BIAS
980
Beacon Investment Advisory Services
New Jersey
$983K -$10.6K -53 -1%
SFP
981
Sweet Financial Partners
Minnesota
$983K +$101K +501 +11%
WAM
982
Weiss Asset Management
Massachusetts
$981K +$1.03M +5,122 New
AFA
983
Arlington Financial Advisors
California
$977K – – –
MHS
984
M Holdings Securities
Oregon
$977K +$1.02M +5,100 New
IWA
985
IVC Wealth Advisors
Pennsylvania
$976K -$1.2K -6 -0.1%
WPP
986
Whalerock Point Partners
Rhode Island
$976K – – –
MCM
987
Mill Capital Management
North Carolina
$974K +$1.02M +5,086 New
LWP
988
Legacy Wealth Planning
Nevada
$971K – – –
CG
989
Corundum Group
Colorado
$971K +$1.02M +5,068 New
MFA
990
Mayflower Financial Advisors
Massachusetts
$969K +$7.23K +36 +0.7%
FBA
991
Front Barnett Associates
Illinois
$966K -$6.62K -33 -0.6%
LMKC
992
L.M. Kohn & Company
Ohio
$965K +$1.01M +5,038 New
TCOV
993
Trust Company of Vermont
Vermont
$964K -$18.5K -92 -2%
UBG
994
United Bank (Georgia)
Georgia
$964K +$45.4K +226 +5%
RFN
995
RDA Financial Network
Iowa
$964K +$107K +532 +12%
TA
996
TFG Advisers
Michigan
$962K +$8.43K +42 +0.8%
CAC
997
Certified Advisory Corp
Florida
$962K +$42.4K +211 +4%
WB
998
Webster Bank
Connecticut
$961K -$810K -4,037 -45%
SMP
999
Santa Monica Partners
Florida
$958K – – –
AMC
1000
Asset Management Corp
Illinois
$957K -$27.7K -138 -3%
38 39
40
41 42