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Name Holding Trade Value Shares
Change 		Change in
Stake
APG
1701
Abacus Planning Group
South Carolina
$274K +$28.3K +127 +11%
EWM
1702
Evermay Wealth Management
Virginia
$273K -$36.8K -165 -12%
AFM
1703
Andesa Financial Management
Pennsylvania
$273K +$223 +1 +0.1%
ACM
1704
Antonetti Capital Management
Florida
$273K +$277K +1,242 New
AWP
1705
Abacus Wealth Partners
California
$272K – – –
SIC
1706
Salem Investment Counselors
North Carolina
$272K -$27.9K -125 -9%
TCM
1707
Towercrest Capital Management
Pennsylvania
$272K +$1.11K +5 +0.4%
OAM
1708
Occidental Asset Management
California
$271K +$5.35K +24 +2%
HFS
1709
Hantz Financial Services
Michigan
$271K +$36.4K +163 +15%
JC
1710
JB Capital
Connecticut
$271K +$275K +1,233 New
ESBC
1711
E.S. Barr & Co
Kentucky
$269K -$22.3K -100 -8%
GCMG
1712
Gyroscope Capital Management Group
Florida
$269K – – –
BIM
1713
Baldwin Investment Management
Pennsylvania
$268K -$56.9K -255 -17%
BMWM
1714
Brown Miller Wealth Management
Virginia
$268K – – –
CCC
1715
Crescent Capital Consulting
Louisiana
$268K +$223 +1 +0.1%
NFG
1716
Nadler Financial Group
Illinois
$266K -$8.03K -36 -3%
AOWM
1717
Alpha Omega Wealth Management
Virginia
$266K – – –
AOG
1718
Alpha Omega Group
Virginia
$263K – – –
FG
1719
Foster Group
Iowa
$263K – – –
RIM
1720
Redwood Investment Management
Arizona
$263K +$267K +1,196 New
EFM
1721
E Fund Management
China
$263K +$267K +1,198 New
ARC
1722
Advisor Resource Council
Texas
$262K -$992K -4,448 -79%
HHGA
1723
Halbert Hargrove Global Advisors
California
$261K -$10.3K -46 -4%
BW
1724
Bison Wealth
Georgia
$261K +$5.8K +26 +2%
GF
1725
Gries Financial
Ohio
$261K +$264K +1,185 New
67 68
69
70 71