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Name Holding Trade Value Shares
Change 		Change in
Stake
EFM
1301
Eley Financial Management
Vermont
$907K -$4.03K -48 -0.4%
CD
1302
Chapin Davis
Maryland
$907K +$56.4K +673 +6%
BFM
1303
Boston Financial Management
Massachusetts
$906K -$84.6K -1,009 -8%
VCA
1304
Verdence Capital Advisors
Maryland
$904K -$99.2K -1,183 -9%
WWC
1305
Waypoint Wealth Counsel
Georgia
$904K -$2.01K -24 -0.2%
AFA
1306
Abacus FCF Advisors
Florida
$901K +$170K +2,033 +20%
MIP
1307
Marietta Investment Partners
Wisconsin
$893K -$2.52K -30 -0.2%
SACTSONJ
1308
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$892K – – –
9WM
1309
9258 Wealth Management
Ohio
$891K -$156K -1,856 -13%
CAGAS
1310
Capital Advisory Group Advisory Services
Minnesota
$891K +$2.26K +27 +0.2%
CF
1311
Copperwynd Financial
Arizona
$889K +$12K +143 +1%
FHA
1312
First Horizon Advisors
Tennessee
$883K -$4.19K -50 -0.4%
WPC
1313
White Pine Capital
Minnesota
$882K -$36.8K -439 -4%
WEG
1314
World Equity Group
Illinois
$876K +$339K +4,048 +52%
CCA
1315
Checchi Capital Advisers
California
$875K -$33.7K -402 -3%
CHJWM
1316
Carlton Hofferkamp & Jenks Wealth Management
Texas
$871K -$37.7K -449 -3%
CK
1317
Cohen Klingenstein
New York
$869K – – –
MIG
1318
McGuire Investment Group
Rhode Island
$868K +$1.59K +19 +0.2%
SCA
1319
St. Clair Advisors
Ohio
$867K +$604K +7,205 +161%
NB
1320
Nicolet Bankshares
Wisconsin
$866K -$35.3K -421 -2%
JFG
1321
Jefferies Financial Group
New York
$864K -$409K -4,882 -30%
TBNY
1322
Trustco Bank (New York)
New York
$863K – – –
CAAS
1323
Capital Asset Advisory Services
Michigan
$859K -$247K -2,941 -20%
RBFC
1324
Roman Butler Fullerton & Co
Missouri
$856K -$19.8K -236 -2%
ADL
1325
Asset Dedication LLC
California
$853K -$463K -5,521 -33%
51 52
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