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Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1301
Everhart Financial Group
Ohio
$315K +$39.7K +259 +11%
TCOO
1302
Trust Company of Oklahoma
Oklahoma
$315K -$30.5K -199 -7%
AWG
1303
Altus Wealth Group
Colorado
$313K – – –
DAL
1304
Delta Accumulation LLC
California
$312K +$199K +1,300 +102%
WTA
1305
Washington Trust Advisors
Massachusetts
$311K -$31.4K -205 -7%
CA
1306
Claris Advisors
Missouri
$310K – – –
CWA
1307
Capital Wealth Alliance
Arizona
$310K +$153 +1 +0%
SIC
1308
Shoker Investment Counsel
Ohio
$309K -$85.7K -559 -18%
MPWT
1309
MassMutual Private Wealth & Trust
Connecticut
$309K +$13.2K +86 +3%
RCM
1310
RB Capital Management
Nevada
$309K +$15.3K +100 +4%
MWA
1311
MFA Wealth Advisors
Pennsylvania
$308K -$733K -4,782 -65%
LGF
1312
LGT Group Foundation
Liechtenstein
$307K +$4.6K +30 +1%
ACA
1313
Aptus Capital Advisors
Alabama
$307K +$124K +810 +47%
CWM
1314
Connecticut Wealth Management
Connecticut
$306K -$52.6K -343 -12%
BLC
1315
Brown, Lisle/Cummings
Rhode Island
$305K +$7.67K +50 +2%
ISL
1316
Ingalls & Snyder LLC
New York
$305K -$15K -98 -4%
HR
1317
Howe & Rusling
New York
$305K – – –
FPCP
1318
Fort Point Capital Partners
California
$304K -$53.8K -351 -12%
CIC
1319
Cornercap Investment Counsel
Georgia
$304K – – –
WI
1320
Wedgewood Investors
Pennsylvania
$304K – – –
PFPT
1321
Pinnacle Financial Partners (Tennessee)
Tennessee
$303K -$30.7K -200 -7%
SWA
1322
Sax Wealth Advisors
New Jersey
$303K -$30.1K -196 -7%
LF
1323
Lee Financial
Texas
$303K +$50K +326 +15%
HLOC
1324
H.L. Ormond & Company
North Carolina
$302K -$37.7K -246 -9%
ATC
1325
Adirondack Trust Company
New York
$302K – – –
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