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Name Holding Trade Value Shares
Change 		Change in
Stake
UFA
2051
US Financial Advisors
Massachusetts
$413K +$114K +1,163 +42%
CCMU
2052
Cheyne Capital Management (UK)
United Kingdom
$412K – – –
EIA
2053
Eldridge Investment Advisors
New Hampshire
$411K +$4.3K +44 +1%
COCM
2054
Charter Oak Capital Management
New Hampshire
$408K +$1.56K +16 +0.4%
VWM
2055
Vigilare Wealth Management
Arizona
$407K +$380K +3,887 New
NJBEST
2056
New Jersey Better Educational Savings Trust
New Jersey
$405K – – –
CHA
2057
Carmichael Hill & Associates
Maryland
$403K -$195 -2 -0.1%
CCM
2058
Carlson Capital Management
Minnesota
$403K +$10.1K +103 +3%
BWP
2059
Bernardo Wealth Planning
Pennsylvania
$400K -$252K -2,578 -40%
EIG
2060
Ellenbecker Investment Group
Wisconsin
$400K -$5.27K -54 -1%
RDFA
2061
Ritter Daniher Financial Advisory
Ohio
$398K – – –
WMC
2062
Westwood Management Corporation
Illinois
$398K – – –
SNB
2063
Security National Bank
Nebraska
$398K +$370K +3,794 New
WAM
2064
WNY Asset Management
New York
$397K +$7.03K +72 +2%
LFA
2065
Landmark Financial Advisors
Kentucky
$396K -$14.6K -150 -4%
AC
2066
Addison Capital
Pennsylvania
$396K +$2.93K +30 +0.8%
PFWA
2067
Paces Ferry Wealth Advisors
Georgia
$395K +$368K +3,768 New
GWS
2068
Glassman Wealth Services
Virginia
$394K -$28.6K -293 -7%
AWM
2069
Atticus Wealth Management
Florida
$393K – – –
FG
2070
Foster Group
Iowa
$393K +$43.9K +450 +14%
MCM
2071
McRae Capital Management
New Jersey
$392K -$28.7K -294 -7%
FFC
2072
First Financial Corp
Indiana
$392K -$293 -3 -0.1%
CS
2073
Capital Square
Tennessee
$392K +$20.3K +208 +6%
MW
2074
MBL Wealth
North Carolina
$392K +$40.9K +419 +13%
CFSG
2075
Clark Financial Services Group
Missouri
$392K +$365K +3,742 New
81 82
83
84 85