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Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1001
Nicolet Bankshares
Wisconsin
$744K -$175K -2,224 -19%
CAM
1002
Cozad Asset Management
Illinois
$741K +$150K +1,905 +26%
FLI
1003
Family Legacy Inc
South Carolina
$740K -$394 -5 -0.1%
FNBTCON
1004
First National Bank & Trust Co of Newtown
Pennsylvania
$738K – – –
MFA
1005
Mayflower Financial Advisors
Massachusetts
$735K -$5.36K -68 -0.7%
AEPWM
1006
Atlantic Edge Private Wealth Management
Florida
$733K +$24.1K +306 +3%
GPA
1007
Garrison Point Advisors
California
$730K -$3.94K -50 -0.5%
MIC
1008
Meridian Investment Counsel
California
$730K – – –
S
1009
Steadtrust
Texas
$728K -$78.8K -1,000 -10%
CWS
1010
Confluence Wealth Services
Pennsylvania
$725K -$10K -127 -1%
TCMP
1011
Thrive Capital Management (Pennsylvania)
Pennsylvania
$724K -$79.2K -1,004 -10%
SSWM
1012
Smith Salley Wealth Management
North Carolina
$723K -$11.3K -143 -2%
WA
1013
WealthTrust Axiom
Pennsylvania
$723K +$158 +2 +0%
CPW
1014
Cove Private Wealth
New York
$722K – – –
AG
1015
Ascent Group
Virginia
$721K +$172K +2,184 +32%
NS
1016
NBC Securities
Alabama
$719K -$4.34K -55 -0.6%
EWM
1017
Empirical Wealth Management
Washington
$718K +$49.1K +623 +7%
EFG
1018
Everhart Financial Group
Ohio
$718K +$168K +2,128 +31%
PA
1019
Persium Advisors
Georgia
$716K -$43.4K -550 -6%
AC
1020
Addison Capital
Pennsylvania
$711K -$164K -2,077 -19%
SIA
1021
Strategic Investment Advisors
Michigan
$705K +$27.1K +344 +4%
HIMC
1022
Heritage Investors Management Corp
Maryland
$699K -$81K -1,027 -10%
BTI
1023
Blue Trust Inc
Georgia
$699K -$71.3K -904 -9%
BCM
1024
Boltwood Capital Management
California
$698K +$5.12K +65 +0.7%
GFPC
1025
Global Financial Private Client
Florida
$696K +$218K +2,759 +46%
39 40
41
42 43