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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2301
Summit Asset Management
Tennessee
$745K -$44.5K -255 -6%
SIC
2302
Samalin Investment Counsel
New York
$744K -$15.9K -91 -2%
HWA
2303
Heartwood Wealth Advisors
Virginia
$743K -$215K -1,233 -23%
FNC
2304
First National Corp
Massachusetts
$739K +$55.5K +318 +8%
BCMLT
2305
Beacon Capital Management LLC (Tennessee)
Tennessee
$738K -$217K -1,241 -23%
BB
2306
Bell Bank
North Dakota
$736K -$66.7K -382 -9%
VCM
2307
Vigilant Capital Management
Maine
$736K -$58.6K -336 -8%
PAS
2308
Professional Advisory Services
Florida
$736K – – –
CAM
2309
Cidel Asset Management
Ontario, Canada
$736K – – –
ECM
2310
Exchange Capital Management
Michigan
$735K -$17.5K -100 -2%
JDR
2311
Jay D. Rosenbaum
$733K +$415K +2,377 +139%
TA
2312
Trellis Advisors
Washington
$732K -$8.2K -47 -1%
CWA
2313
Clarity Wealth Advisors
California
$728K -$86.4K -495 -11%
KWM
2314
Kolinsky Wealth Management
New Jersey
$726K -$4.01K -23 -0.6%
WWMSC
2315
Wagner Wealth Management (South Carolina)
South Carolina
$725K +$158K +906 +29%
RSS
2316
Rosenblum Silverman Sutton
California
$724K -$78.7K -451 -10%
CAM
2317
Costello Asset Management
Pennsylvania
$724K -$10.8K -62 -2%
KC
2318
Kades & Cheifetz
Pennsylvania
$724K +$704K +4,032 New
AWM
2319
Atticus Wealth Management
Florida
$723K +$47.8K +274 +7%
NPA
2320
Nichols & Pratt Advisers
Massachusetts
$723K -$1.05K -6 -0.1%
RFN
2321
RDA Financial Network
Iowa
$723K -$22.3K -128 -3%
COCM
2322
Charter Oak Capital Management
New Hampshire
$721K +$35.4K +203 +5%
BIA
2323
Beacon Investment Advisors
Maryland
$721K +$701K +4,016 New
BWM
2324
Birchcreek Wealth Management
Ohio
$719K – – –
TAM
2325
TCP Asset Management
Ohio
$719K +$699K +4,006 New
91 92
93
94 95