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Name Holding Trade Value Shares
Change 		Change in
Stake
SIAG
1001
Safeguard Investment Advisory Group
California
$941K +$22.9K +114 +2%
NFG
1002
Nations Financial Group
Iowa
$940K +$7.03K +35 +0.7%
CFS
1003
CRA Financial Services
New Jersey
$937K -$28.1K -140 -3%
CBTWT
1004
Community Bank & Trust (Waco, Texas)
Texas
$929K +$89.1K +444 +10%
TT
1005
TI-Trust
Illinois
$927K -$7.83K -39 -0.8%
GIBU
1006
Gulf International Bank (UK)
United Kingdom
$925K +$15.1K +75 +2%
EBT
1007
Enterprise Bank & Trust
Massachusetts
$924K -$49.6K -247 -5%
RWB
1008
RMR Wealth Builders
New Jersey
$924K +$969K +4,827 New
BOTW
1009
Bank of the West
California
$922K +$114K +567 +13%
WWM
1010
WJ Wealth Management
Arizona
$921K – – –
MFG
1011
Merit Financial Group
Georgia
$921K +$138K +686 +17%
WSTAM
1012
Wilbanks Smith & Thomas Asset Management
Virginia
$919K +$52.8K +263 +5%
CHA
1013
Carmichael Hill & Associates
Maryland
$917K +$18.1K +90 +2%
SIC
1014
Samalin Investment Counsel
New York
$916K -$46.4K -231 -5%
ECM
1015
Evergreen Capital Management
Washington
$916K +$57.4K +286 +6%
ZIG
1016
Zullo Investment Group
Pennsylvania
$915K +$110K +550 +13%
GWS
1017
Glassman Wealth Services
Virginia
$914K +$1.61K +8 +0.2%
MSA
1018
Marino Stram & Associates
Massachusetts
$913K -$163K -814 -15%
HCA
1019
Heck Capital Advisors
Wisconsin
$912K -$8.43K -42 -0.9%
HA
1020
Herold Advisors
New York
$909K +$76.3K +380 +9%
EAM
1021
Evanson Asset Management
California
$908K +$20.1K +100 +2%
NSIM
1022
North Star Investment Management
Illinois
$899K -$61.4K -306 -6%
CWP
1023
CFM Wealth Partners
Texas
$899K -$24.1K -120 -2%
PAM
1024
Peak Asset Management
Colorado
$898K -$18.1K -90 -2%
CCA
1025
Childress Capital Advisors
Texas
$898K +$204K +1,017 +28%
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