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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
2101
Geller Advisors
New York
$482K -$12.5K -261 -2%
G
2102
GenTrust
Florida
$482K +$541K +11,292 New
NFC
2103
Northeast Financial Consultants
Connecticut
$481K -$185K -3,866 -26%
IP
2104
Ignite Planners
California
$481K +$19.1K +398 +4%
T
2105
TRUADVICE
Florida
$481K +$95.8K +2,002 +23%
MCM
2106
Monument Capital Management
Virginia
$480K +$285K +5,962 +113%
DAM
2107
Delta Asset Management
Tennessee
$479K -$3.88K -81 -0.7%
CBA
2108
Coastal Bridge Advisors
Connecticut
$478K +$239 +5 +0%
FCFC
2109
First Citizens Financial Corp
Iowa
$477K -$14.9K -311 -3%
TPW
2110
Transatlantique Private Wealth
New York
$477K +$536K +11,197 New
QT
2111
Quantamental Technologies
New York
$476K -$259K -5,402 -33%
SFWA
2112
Summit Financial Wealth Advisors
Louisiana
$476K +$70.6K +1,474 +16%
WDG
2113
Wealth Dimensions Group
Ohio
$475K -$3.88K -81 -0.7%
MCM
2114
Mengis Capital Management
Oregon
$475K +$10.8K +226 +2%
GFP
2115
Gryphon Financial Partners
Ohio
$473K +$55.5K +1,160 +12%
JFL
2116
Jarislowsky, Fraser Ltd
Quebec, Canada
$472K -$65.4K -1,367 -11%
WTFG
2117
Wells Trecaso Financial Group
Ohio
$472K -$4.21K -88 -0.8%
FB
2118
First Bancorp
Maine
$471K – – –
UIA
2119
UBP Investment Advisors
Switzerland
$470K -$761K -15,898 -59%
FSC
2120
Full Sail Capital
Oklahoma
$470K -$14.4K -300 -3%
MSA
2121
Marino Stram & Associates
Massachusetts
$470K +$42.8K +895 +9%
FNC
2122
First National Corp
Massachusetts
$469K -$10.6K -221 -2%
KFP
2123
KB Financial Partners
New Jersey
$468K -$14.4K -300 -3%
SIM
2124
SSI Investment Management
California
$468K – – –
RC
2125
Roundview Capital
New Jersey
$468K +$20.7K +433 +4%
83 84
85
86 87