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Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1876
CVA Family Office
Colorado
$323K +$25.2K +300 +7%
SFI
1877
SPC Financial Inc
Maryland
$321K +$49.6K +590 +15%
HFG
1878
Heron Financial Group
New York
$321K +$124K +1,480 +50%
DAM
1879
Diamant Asset Management
Connecticut
$320K -$16.8K -200 -4%
RFN
1880
RDA Financial Network
Iowa
$320K +$30.8K +366 +9%
MFG
1881
Menard Financial Group
Texas
$319K -$196K -2,336 -35%
RIM
1882
Rockbridge Investment Management
New York
$319K +$193K +2,298 +108%
OFW
1883
Omnia Family Wealth
Florida
$317K – – –
SAS
1884
Stelac Advisory Services
New York
$317K +$16.3K +194 +5%
KC
1885
Kingfisher Capital
North Carolina
$315K -$5.55K -66 -1%
DSN
1886
D. Scott Neal
Kentucky
$315K – – –
HA
1887
Harbor Advisors
Florida
$315K – – –
AM
1888
Atwater Malick
Pennsylvania
$314K – – –
SAM
1889
Summit Asset Management
Tennessee
$313K -$24.6K -292 -6%
EWM
1890
Evermay Wealth Management
Virginia
$312K -$12.5K -149 -3%
EBSAM
1891
Eubel Brady & Suttman Asset Management
Ohio
$312K – – –
ARG
1892
Advisory Resource Group
Oklahoma
$312K +$336 +4 +0.1%
JFA
1893
Johanson Financial Advisors
California
$310K -$148K -1,763 -29%
CF
1894
Copperwynd Financial
Arizona
$310K -$7.74K -92 -2%
SMG
1895
Smart Money Group
Texas
$310K +$93.6K +1,113 +35%
CWM
1896
Cedar Wealth Management
California
$310K +$277K +3,295 +327%
IIC
1897
Integrated Investment Consultants
Michigan
$309K -$9.5K -113 -3%
CAM
1898
Cozad Asset Management
Illinois
$308K -$209K -2,486 -37%
ARMT
1899
Amica Retiree Medical Trust
Rhode Island
$308K – – –
BRA
1900
Biechele Royce Advisors
Indiana
$307K – – –
74 75
76
77 78