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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
2076
GoalVest Advisory
New York
$1.16M +$212K +1,402 +24%
BA
2077
Birinyi Associates
Connecticut
$1.16M -$158K -1,044 -12%
FWA
2078
FSM Wealth Advisors
Ohio
$1.15M +$45K +298 +4%
OFS
2079
OMC Financial Services
New York
$1.15M +$1.1M +7,307 New
USB
2080
Union Savings Bank
Connecticut
$1.15M -$81.3K -539 -7%
CWM
2081
Centric Wealth Management
Illinois
$1.15M +$246K +1,631 +30%
ITIM
2082
Indiana Trust & Investment Management
Indiana
$1.15M -$54.2K -359 -5%
AC
2083
Addison Capital
Pennsylvania
$1.15M +$137K +910 +14%
PK
2084
Pflug Koory
Nebraska
$1.14M +$2.26K +15 +0.2%
WC
2085
Waterloo Capital
Texas
$1.14M +$145K +964 +15%
AF
2086
Apexium Financial
Texas
$1.14M -$2.6M -17,227 -70%
DAM
2087
Derbend Asset Management
Georgia
$1.14M +$189K +1,255 +21%
EW
2088
Element Wealth
Mississippi
$1.14M -$23.2K -154 -2%
GTAM
2089
Global Trust Asset Management
Florida
$1.14M -$51.8K -343 -5%
DG
2090
DMC Group
Alabama
$1.14M +$66.5K +441 +7%
PWA
2091
Provenance Wealth Advisors
Florida
$1.13M +$40.7K +270 +4%
CCM
2092
Chickasaw Capital Management
Tennessee
$1.13M +$96.1K +637 +10%
VBCG
2093
Valley Brook Capital Group
Pennsylvania
$1.13M +$26.4K +175 +3%
CIA
2094
Cascade Investment Advisors
Oregon
$1.13M +$64.9K +430 +6%
CA
2095
Carson Advisory
Georgia
$1.13M +$14K +93 +1%
OPTFSNA
2096
Old Point Trust & Financial Services N A
Virginia
$1.13M +$231K +1,534 +27%
CP
2097
Covenant Partners
Tennessee
$1.13M -$6.34K -42 -0.6%
DFS
2098
Dixon Fnancial Services
California
$1.12M +$755 +5 +0.1%
BIG
2099
Brooklyn Investment Group
New York
$1.12M +$279K +1,846 +35%
MRCM
2100
M&R Capital Management
New Jersey
$1.12M -$113K -752 -10%
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84
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