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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1076
Conway Capital Management
California
$861K +$343K +1,650 +69%
IP
1077
Intellectus Partners
California
$859K -$13.5K -65 -2%
CWP
1078
Cyndeo Wealth Partners
Florida
$857K +$8.52K +41 +1%
KTC
1079
Kistler-Tiffany Companies
Pennsylvania
$855K -$65.4K -315 -7%
LA
1080
Lakeside Advisors
Washington
$854K -$3.74K -18 -0.4%
BP
1081
BBR Partners
New York
$854K +$3.74K +18 +0.5%
NHC
1082
Nicholas Hoffman & Company
Georgia
$852K -$19.3K -93 -2%
AB
1083
Atlas Brown
Kentucky
$852K +$24.1K +116 +3%
SACTSONJ
1084
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$850K – – –
IP
1085
Investment Partners
Ohio
$848K – – –
SGI
1086
Summit Global Investments
Utah
$848K +$2.7K +13 +0.3%
CCFCSB
1087
Cape Cod Five Cents Savings Bank
Massachusetts
$848K -$69.4K -334 -8%
RIA
1088
Richwood Investment Advisors
Ohio
$847K +$41.1K +198 +5%
PFWA
1089
Paces Ferry Wealth Advisors
Georgia
$847K +$49.5K +238 +6%
OFG
1090
Oxford Financial Group
Indiana
$846K +$293K +1,408 +55%
ERWM
1091
Elk River Wealth Management
Colorado
$845K – – –
CT
1092
Chicago Trust
Illinois
$843K +$208K +1,000 +34%
UBG
1093
United Bank (Georgia)
Georgia
$842K -$145K -698 -15%
CP
1094
Coho Partners
Pennsylvania
$841K – – –
PI
1095
PFG Investments
New York
$836K +$818K +3,935 New
CAP
1096
Columbia Advisory Partners
Washington
$836K -$133K -639 -14%
LMKC
1097
L.M. Kohn & Company
Ohio
$836K +$105K +506 +15%
SDWIA
1098
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$835K +$1.87K +9 +0.2%
NWM
1099
Northcape Wealth Management
New York
$835K +$570K +2,745 +232%
MCM
1100
Manchester Capital Management
Vermont
$834K +$816K +3,927 New
42 43
44
45 46