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Name Holding Trade Value Shares
Change 		Change in
Stake
CSWG
1851
Cardinal Strategic Wealth Guidance
Kentucky
$338K – – –
CBTWT
1852
Community Bank & Trust (Waco, Texas)
Texas
$337K -$43.9K -450 -11%
FFMBT
1853
First Farmers & Merchants Bank Trust
Tennessee
$337K – – –
NAS
1854
Nicolet Advisory Services
Wisconsin
$337K +$20.1K +206 +6%
FBA
1855
Front Barnett Associates
Illinois
$336K – – –
CF
1856
Corrigan Financial
Rhode Island
$336K +$293 +3 +0.1%
TFM
1857
TFC Financial Management
Massachusetts
$335K -$53.1K -544 -13%
CCM
1858
CAAS Capital Management
New York
$334K -$693K -7,100 -66%
FPS
1859
Fieldpoint Private Securities
Connecticut
$332K -$55.7K -571 -14%
FWM
1860
Finer Wealth Management
Massachusetts
$332K -$24.6K -252 -7%
SIC
1861
Sterling Investment Counsel
New York
$332K -$20K -205 -5%
DIP
1862
DT Investment Partners
Pennsylvania
$332K – – –
AWA
1863
Aaron Wealth Advisors
Illinois
$332K +$43.7K +448 +14%
NAM
1864
NTV Asset Management
West Virginia
$332K +$87.8K +900 +34%
DTC
1865
Davidson Trust Company
Washington
$331K -$41.5K -425 -11%
MCM
1866
Magnolia Capital Management
New York
$331K +$10.2K +105 +3%
WCG
1867
Weaver Consulting Group
California
$330K -$9.76K -100 -3%
SW
1868
SkyOak Wealth
Michigan
$330K – – –
RGF
1869
Retirement Guys Formula
Ohio
$330K +$90.2K +924 +35%
KOCAA
1870
Knights of Columbus Asset Advisors
Connecticut
$330K +$349K +3,571 New
WCP
1871
Welch Capital Partners
New York
$329K – – –
TF
1872
Trek Financial
Arizona
$329K +$347K +3,553 New
FNT
1873
First National Trust
Pennsylvania
$328K -$21.3K -218 -6%
FB
1874
First Bancorp
Maine
$328K – – –
JIC
1875
Joel Isaacson & Co
New York
$327K +$4K +41 +1%
73 74
75
76 77