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Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1776
Donaldson Capital Management
Indiana
$758K -$109K -993 -13%
UAG
1777
United Advisor Group
Ohio
$757K -$58.5K -531 -7%
HBW
1778
Hazlett, Burt & Watson
West Virginia
$756K -$42.3K -384 -5%
CCG
1779
Chatham Capital Group
Georgia
$755K – – –
TFS
1780
Thoroughbred Financial Services
Tennessee
$753K +$10.2K +93 +1%
WA
1781
WealthTrust Axiom
Pennsylvania
$751K -$15.1K -137 -2%
GGI
1782
Godsey & Gibb Inc
Virginia
$751K -$15.4K -140 -2%
MA
1783
MJP Associates
Connecticut
$748K -$42.3K -384 -6%
FWP
1784
FAS Wealth Partners
Kansas
$747K +$29.8K +271 +4%
AIM
1785
Access Investment Management
Georgia
$747K – – –
MCA
1786
Millennium Capital Advisors
Arkansas
$746K -$93.6K -850 -11%
UF
1787
Univest Financial
Pennsylvania
$746K -$74.3K -675 -9%
CP
1788
Clarendon Private
Massachusetts
$746K +$156K +1,415 +28%
GFG
1789
Greenberg Financial Group
Arizona
$744K +$720K +6,541 New
AWM
1790
Accurate Wealth Management
Florida
$744K +$4.29K +39 +0.6%
GFP
1791
Gryphon Financial Partners
Ohio
$743K -$10.8K -98 -1%
1IA
1792
1620 Investment Advisors
Massachusetts
$742K – – –
GWS
1793
Greykasell Wealth Strategies
California
$742K – – –
PWM
1794
Prentice Wealth Management
New York
$741K +$22.2K +202 +3%
WMG
1795
WESCAP Management Group
California
$740K -$25.7K -233 -3%
ZCI
1796
Zevenbergen Capital Investments
Washington
$736K +$31.9K +290 +5%
OPTFSNA
1797
Old Point Trust & Financial Services N A
Virginia
$735K -$49.6K -450 -7%
QWM
1798
QP Wealth Management
New Jersey
$735K +$711K +6,460 New
MA
1799
MCF Advisors
Kentucky
$730K +$26.3K +239 +4%
ICP
1800
Interchange Capital Partners
Pennsylvania
$728K +$3.96K +36 +0.6%
70 71
72
73 74