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Name Holding Trade Value Shares
Change 		Change in
Stake
FNC
1876
First National Corp
Massachusetts
$359K +$40.7K +440 +14%
STA
1877
Summit Trail Advisors
New York
$358K -$64.7K -700 -17%
WTFG
1878
Wells Trecaso Financial Group
Ohio
$358K – – –
CPSAC
1879
Chas P. Smith & Associates (CPS)
Florida
$357K +$38.8K +420 +14%
WAG
1880
Winthrop Advisory Group
Massachusetts
$356K +$2.22K +24 +0.7%
BAM
1881
Berkshire Asset Management
Pennsylvania
$354K -$36K -390 -10%
KWM
1882
Kolinsky Wealth Management
New Jersey
$353K +$316K +3,419 New
AC
1883
ASB Consultores
Florida
$353K +$316K +3,421 New
FSA
1884
Financial Sense Advisors
California
$352K -$1.29K -14 -0.4%
ISWM
1885
Independent Solutions Wealth Management
New York
$351K +$15.2K +165 +5%
IIM
1886
Ipswich Investment Management
Massachusetts
$350K – – –
BWM
1887
BCS Wealth Management
Tennessee
$350K +$65.6K +710 +26%
KFGK
1888
Keystone Financial Group (Kentucky)
Kentucky
$349K -$88.6K -959 -22%
AWA
1889
AmeriServ Wealth Advisors
Pennsylvania
$347K – – –
IAP
1890
Indie Asset Partners
Indiana
$347K +$4.62K +50 +2%
MCM
1891
Magnolia Capital Management
New York
$346K – – –
TLFA
1892
True Link Financial Advisors
California
$346K – – –
BWM
1893
Bulltick Wealth Management
Florida
$345K -$65.2K -706 -17%
HHGA
1894
Halbert Hargrove Global Advisors
California
$345K -$11.6K -125 -4%
IA
1895
Insight Advisors
Pennsylvania
$345K +$309K +3,347 New
RG
1896
Rathbones Group
United Kingdom
$341K -$9.15K -99 -3%
LB
1897
Legacy Bridge
Iowa
$341K – – –
ACM
1898
Alethea Capital Management
Washington
$340K – – –
DWM
1899
Doyle Wealth Management
Florida
$340K +$185 +2 +0.1%
JG
1900
Jefferies Group
New York
$339K -$3.89M -42,130 -93%
74 75
76
77 78