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Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
1626
LBMC Investment Advisors
Tennessee
$947K – – –
RFA
1627
Resurgent Financial Advisors
Georgia
$945K +$136K +1,546 +17%
XF
1628
XML Financial
Maryland
$940K -$10.6K -120 -1%
PJSIMP
1629
P.J. Schmidt Investment Management (PJS)
Wisconsin
$938K -$3.4M -38,546 -80%
CCFM
1630
Clear Creek Financial Management
Washington
$936K -$3.88K -44 -0.4%
SPI
1631
Sutton Place Investors
New York
$935K +$913K +10,359 New
AWAU
1632
Alliance Wealth Advisors (Utah)
Utah
$932K +$50.7K +575 +6%
MIA
1633
MeadowBrook Investment Advisors
Michigan
$930K +$908K +10,296 New
BCA
1634
Bay Colony Advisors
Massachusetts
$929K +$21.3K +242 +2%
HAG
1635
HF Advisory Group
Maryland
$925K +$61.8K +701 +7%
PH
1636
Pinnacle Holdings
Oklahoma
$925K -$8.55K -97 -0.9%
RA
1637
Rockingstone Advisors
Massachusetts
$924K -$68.8K -780 -7%
SAA
1638
Southeast Asset Advisors
Georgia
$921K -$123K -1,399 -12%
PG
1639
Prostatis Group
Maryland
$919K +$24.6K +279 +3%
AA
1640
Argent Advisors
Louisiana
$919K -$57.3K -650 -6%
CAM
1641
Cidel Asset Management
Ontario, Canada
$917K +$896K +10,161 New
CWM
1642
Circle Wealth Management
New Jersey
$917K -$89K -1,009 -9%
WFS
1643
Widmann Financial Services
Maryland
$917K -$32.6K -370 -4%
CWM
1644
Connecticut Wealth Management
Connecticut
$914K +$39.3K +446 +5%
CMI
1645
Clare Market Investments
Texas
$913K -$228K -2,590 -20%
BOS
1646
Bank of Stockton
California
$909K +$15.3K +174 +2%
SWM
1647
Salvus Wealth Management
New Jersey
$908K -$4.41K -50 -0.5%
FCB
1648
First County Bank
Connecticut
$908K -$4.67K -53 -0.5%
CST
1649
Charles Schwab Trust
Nevada
$908K -$148K -1,684 -14%
HIC
1650
Hartline Investment Corp
Illinois
$908K – – –
64 65
66
67 68