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Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
1726
Holt Capital Partners
Texas
$852K +$14.2K +150 +2%
FWM
1727
Finer Wealth Management
Massachusetts
$851K +$19.4K +205 +2%
EWA
1728
Etesian Wealth Advisors
Oregon
$850K -$22.2K -234 -2%
AWAU
1729
Alliance Wealth Advisors (Utah)
Utah
$846K +$61.4K +648 +7%
FIM
1730
Freedom Investment Management
Connecticut
$844K +$129K +1,363 +17%
STAS
1731
Strong Tower Advisory Services
Minnesota
$843K +$44.9K +474 +5%
NFG
1732
Nadler Financial Group
Illinois
$839K +$21.3K +225 +2%
HKIM
1733
Hayek Kallen Investment Management
Alabama
$837K +$54K +570 +6%
PWAG
1734
Polaris Wealth Advisory Group
California
$835K +$445K +4,694 +101%
T
1735
TOBAM
France
$835K -$36.7K -387 -4%
IIM
1736
Intact Investment Management
Quebec, Canada
$835K +$242K +2,550 +38%
YDMI
1737
Y.D. More Investments
Israel
$834K -$152K -1,606 -15%
ZIC
1738
ZWJ Investment Counsel
Georgia
$834K +$8.43K +89 +1%
PSB
1739
Piscataqua Savings Bank
New Hampshire
$831K -$2.75K -29 -0.3%
RWB
1740
RMR Wealth Builders
New Jersey
$830K +$853 +9 +0.1%
CWS
1741
Cypress Wealth Services
California
$830K +$12.3K +130 +1%
EBT
1742
Enterprise Bank & Trust
Massachusetts
$827K +$38.5K +406 +5%
VIA
1743
Vident Investment Advisory
Georgia
$827K -$421K -4,442 -32%
BCM
1744
BlueCrest Capital Management
Jersey
$823K -$389K -4,103 -31%
OWA
1745
Octavia Wealth Advisors
Ohio
$822K +$12.8K +135 +1%
JWM
1746
Jupiter Wealth Management
Colorado
$821K -$164K -1,729 -16%
MPW
1747
Monterey Private Wealth
California
$816K -$1.33K -14 -0.2%
SAM
1748
Secure Asset Management
Michigan
$815K -$129K -1,365 -13%
FCB
1749
First County Bank
Connecticut
$814K +$27.4K +289 +3%
HHAA
1750
Henry H. Armstrong Associates
Pennsylvania
$814K – – –
68 69
70
71 72