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Name Holding Trade Value Shares
Change 		Change in
Stake
LDFR
1851
Lehman & Derafelo Financial Resources
Pennsylvania
$220K -$25.6K -211 -10%
PAM
1852
Premier Asset Management
Illinois
$220K +$227K +1,865 New
HBT
1853
Hills Bank & Trust
Iowa
$220K – – –
TIM
1854
Tortoise Investment Management
New York
$219K -$17.6K -145 -7%
FSA
1855
Fort Sheridan Advisors
Illinois
$218K +$224K +1,845 New
HTHT
1856
Hemenway Trust Hemenway Trust
New Hampshire
$217K +$224K +1,843 New
FTA
1857
Financial & Tax Architects
Missouri
$217K +$217K +1,785 New
HI
1858
Hendershot Investments
Virginia
$217K +$224K +1,840 New
GA
1859
Gateway Advisory
New Jersey
$217K +$223K +1,837 New
AUB
1860
Atlantic Union Bankshares
Virginia
$217K -$60.8K -500 -21%
MA
1861
MJP Associates
Connecticut
$215K -$52.9K -435 -19%
KFP
1862
KB Financial Partners
New Jersey
$215K -$44K -362 -17%
CICI
1863
Capital Investment Counsel Inc
North Carolina
$215K +$221K +1,821 New
HSWM
1864
Hubbell Strickland Wealth Management
Louisiana
$215K +$221K +1,820 New
ACI
1865
Alpha Cubed Investments
California
$214K +$221K +1,817 New
BBWA
1866
Bell & Brown Wealth Advisors
California
$214K +$220K +1,814 New
AW
1867
Avion Wealth
Texas
$213K – – –
MCA
1868
Magnolia Capital Advisors
Mississippi
$213K +$220K +1,808 New
CGH
1869
CMG Global Holdings
Texas
$213K +$219K +1,803 New
MFG
1870
Monte Financial Group
Connecticut
$212K +$219K +1,800 New
AAM
1871
Autus Asset Management
Arizona
$212K +$219K +1,799 New
SFP
1872
Strategic Financial Partners
Oregon
$212K +$218K +1,796 New
JFGIW
1873
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$212K -$16.4K -135 -7%
NFA
1874
Northern Financial Advisors
Michigan
$212K +$218K +1,793 New
C
1875
Certuity
Florida
$211K +$217K +1,788 New
73 74
75
76 77