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Name Holding Trade Value Shares
Change 		Change in
Stake
BBI
2301
Baxter Bros Inc
Connecticut
$476K +$586 +12 +0.1%
NFG
2302
Nadler Financial Group
Illinois
$476K +$2.25K +46 +0.5%
CPRC
2303
Consolidated Portfolio Review Corp
New York
$476K +$445K +9,104 New
AWA
2304
Acorn Wealth Advisors
Michigan
$476K +$8.45K +173 +2%
TC
2305
Truvestments Capital
Florida
$474K -$32.7K -670 -7%
SMWM
2306
Silvia McColl Wealth Management
California
$474K +$8.6K +176 +2%
DA
2307
Dover Advisors
Virginia
$473K +$230K +4,708 +108%
DW
2308
Domani Wealth
Pennsylvania
$473K -$24.8K -507 -5%
WTFG
2309
Wells Trecaso Financial Group
Ohio
$472K +$11.1K +228 +3%
NRS
2310
Neville Rodie & Shaw
New York
$472K – – –
KCFA
2311
Key Client Fiduciary Advisors
New Jersey
$471K -$37.6K -770 -8%
GGI
2312
Godsey & Gibb Inc
Virginia
$470K +$439K +8,994 New
AIP
2313
Almanack Investment Partners
Pennsylvania
$470K – – –
IIA
2314
IPG Investment Advisors
California
$468K +$438K +8,961 New
WAG
2315
Winthrop Advisory Group
Massachusetts
$468K +$391 +8 +0.1%
PA
2316
Prossimo Advisors
California
$468K -$8.79K -180 -2%
ECM
2317
EagleClaw Capital Management
Massachusetts
$466K +$17.1K +350 +4%
WFS
2318
Widmann Financial Services
Maryland
$466K – – –
AAG
2319
Armstrong Advisory Group
Massachusetts
$466K -$5.03K -103 -1%
SDAM
2320
Shulman DeMeo Asset Management
New York
$465K +$4.69K +96 +1%
PPW
2321
Pasadena Private Wealth
California
$463K – – –
MIS
2322
Morningstar Investment Services
Illinois
$461K +$438K +8,974 New
SW
2323
SlateStone Wealth
Florida
$460K +$33.5K +686 +8%
SAM
2324
Satovsky Asset Management
New York
$459K +$51.8K +1,061 +14%
LGWM
2325
Litman Gregory Wealth Management
California
$459K +$429K +8,786 New
91 92
93
94 95