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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2676
Fingerlakes Wealth Management
New York
$279K +$12.2K +245 +5%
ITB
2677
Idaho Trust Bank
Idaho
$279K +$279K +5,585 New
BBA
2678
Braun-Bostich & Associates
Pennsylvania
$279K -$30.4K -610 -10%
CAM
2679
Cacti Asset Management
Georgia
$279K – – –
AFP
2680
Alpha Financial Partners
Kentucky
$278K -$6.99K -140 -2%
BG
2681
Bollard Group
Massachusetts
$278K +$2.1K +42 +0.8%
PG
2682
Prostatis Group
Maryland
$278K -$16.3K -327 -6%
PA
2683
PSI Advisors
Florida
$277K +$17.5K +350 +7%
OCG
2684
Opus Capital Group
Ohio
$277K -$25.6K -514 -8%
GSIAS
2685
Garden State Investment Advisory Services
New Jersey
$277K -$349 -7 -0.1%
PHIC
2686
Pine Haven Investment Counsel
Massachusetts
$277K – – –
CAC
2687
Certified Advisory Corp
Florida
$276K +$16.2K +324 +6%
MAA
2688
Mraz Amerine & Associates
California
$276K -$25.2K -506 -8%
FC
2689
Financial Council
Maryland
$276K – – –
CAM
2690
CPA Asset Management
Florida
$276K +$4.19K +84 +2%
CSIA
2691
Charles Schwab Investment Advisory
California
$276K +$5.24K +105 +2%
MWC
2692
MBM Wealth Consultants
Missouri
$275K -$10.2K -204 -4%
MA
2693
Mezzasalma Advisors
New Jersey
$275K -$225K -4,508 -45%
CPRC
2694
Consolidated Portfolio Review Corp
New York
$275K -$136K -2,716 -33%
PFWA
2695
Paces Ferry Wealth Advisors
Georgia
$275K -$49.7K -997 -15%
III
2696
Independent Investors Inc
New York
$275K – – –
SJL
2697
Shayne & Jacobs LLC
Tennessee
$275K – – –
CWG
2698
Crown Wealth Group
North Carolina
$274K +$24.1K +484 +10%
EB
2699
Emprise Bank
Kansas
$274K +$274K +5,496 New
AIA
2700
Armor Investment Advisors
North Carolina
$274K -$46.6K -935 -15%
106 107
108
109 110