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Name Holding Trade Value Shares
Change 		Change in
Stake
OPTFSNA
2151
Old Point Trust & Financial Services N A
Virginia
$212K – – –
IA
2152
IFG Advisors
Missouri
$211K – – –
MTIM
2153
Marathon Trading Investment Management
Pennsylvania
$211K – – –
GCA
2154
Genesee Capital Advisors
New York
$211K +$313 +6 +0.1%
CA
2155
Carson Advisory
Georgia
$210K +$217K +4,163 New
TA
2156
TrueWealth Advisors
Alabama
$210K +$217K +4,170 New
BMCM
2157
Bryn Mawr Capital Management
Pennsylvania
$209K -$18K -346 -8%
CCM
2158
Condor Capital Management
New Jersey
$209K -$9.8K -188 -4%
HFS
2159
Heritage Financial Services
Massachusetts
$209K +$217K +4,159 New
PTC
2160
Petrus Trust Company
Texas
$208K +$216K +4,137 New
B
2161
BetterWealth
California
$207K +$214K +4,114 New
PA
2162
Probity Advisors
Texas
$206K -$53.6K -1,028 -20%
MSFP
2163
Mark Sheptoff Financial Planning
Connecticut
$206K -$48.6K -932 -19%
CHC
2164
City Holding Co
West Virginia
$206K -$44.5K -853 -16%
LG
2165
LaFleur & Godfrey
Michigan
$206K +$208 +4 +0.1%
UFA
2166
US Financial Advisors
Massachusetts
$206K +$11.5K +221 +6%
CCC
2167
Crescent Capital Consulting
Louisiana
$206K +$143K +2,738 +201%
TFA
2168
Teamwork Financial Advisors
Texas
$205K +$10.6K +204 +5%
FG
2169
Foster Group
Iowa
$204K -$8.08K -155 -4%
CG
2170
Clarus Group
Texas
$204K +$52 +1 +0%
LIA
2171
LBMC Investment Advisors
Tennessee
$203K -$127K -2,433 -38%
LA
2172
Lakeside Advisors
Washington
$203K +$210K +4,036 New
NCM
2173
Noesis Capital Mangement
Florida
$202K -$22K -422 -9%
FA
2174
Faithward Advisors
Pennsylvania
$202K – – –
OTL
2175
Oak Thistle LLC
New York
$202K +$209K +4,013 New
85 86
87
88 89