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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1151
GFS Advisors
Texas
$700K – – –
AIM
1152
Athena Investment Management
California
$698K +$13.2K +81 +2%
MWP
1153
Meredith Wealth Planning
Illinois
$697K +$598K +3,657 New
FT
1154
Fiduciary Trust
Massachusetts
$695K -$15.4K -94 -3%
BCM
1155
Boltwood Capital Management
California
$693K +$1.8K +11 +0.3%
NAM
1156
NTV Asset Management
West Virginia
$693K +$28.6K +175 +5%
RCM
1157
RNC Capital Management
California
$691K -$16.4K -100 -3%
CRC
1158
Curi RMB Capital
Illinois
$688K -$26.8K -164 -4%
EI
1159
Ethic Inc
New York
$687K +$35.2K +215 +6%
RI
1160
Ridgewood Investments
New Jersey
$686K -$4.74K -29 -0.8%
WA
1161
WealthTrust Axiom
Pennsylvania
$685K -$6.05K -37 -1%
PK
1162
Pflug Koory
Nebraska
$684K -$254K -1,550 -30%
VBCG
1163
Valley Brook Capital Group
Pennsylvania
$684K – – –
TWM
1164
Triton Wealth Management
Arizona
$683K -$43.3K -265 -8%
PD
1165
Planning Directions
Pennsylvania
$681K +$20.6K +126 +4%
TCOV
1166
Trust Company of Vermont
Vermont
$680K -$48.1K -294 -8%
AHC
1167
Adell Harriman & Carpenter
Texas
$678K -$11K -67 -2%
CT
1168
Coastline Trust
Rhode Island
$676K +$580K +3,549 New
CA
1169
Crewe Advisors
Utah
$675K +$320K +1,956 +123%
TCM
1170
Teza Capital Management
Illinois
$675K +$579K +3,542 New
JCM
1171
Janney Capital Management
Pennsylvania
$671K +$198K +1,213 +53%
MFS
1172
Mirabella Financial Services
United Kingdom
$667K -$543K -3,322 -49%
ISL
1173
Ingalls & Snyder LLC
New York
$667K +$161K +983 +39%
PWPS
1174
Pinnacle Wealth Planning Services
Ohio
$665K +$265K +1,623 +87%
MFG
1175
Monte Financial Group
Connecticut
$664K -$14.9K -91 -3%
45 46
47
48 49