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Name Holding Trade Value Shares
Change 		Change in
Stake
MFP
1901
Meridian Financial Partners
Virginia
$837K +$17.1K +124 +2%
EWM
1902
Evermay Wealth Management
Virginia
$837K +$158K +1,145 +22%
MFG
1903
Monte Financial Group
Connecticut
$836K -$19.6K -142 -2%
AMCA
1904
Arthur M. Cohen & Associates
Illinois
$836K +$191K +1,379 +27%
NEIRG
1905
New England Investment & Retirement Group
Massachusetts
$832K +$58.4K +422 +7%
FLI
1906
Family Legacy Inc
South Carolina
$832K +$321K +2,323 +59%
SC
1907
Scholtz & Company
Connecticut
$825K +$480K +3,474 +122%
GCA
1908
Gradient Capital Advisors
California
$822K -$27.2K -197 -3%
CBFP
1909
Cedar Brook Financial Partners
Ohio
$822K -$7.88K -57 -0.9%
PL
1910
Parthenon LLC
Kentucky
$822K -$5.25K -38 -0.6%
BCA
1911
Bray Capital Advisors
Florida
$819K -$109K -790 -11%
TPW
1912
Tiller Private Wealth
Pennsylvania
$815K +$349K +2,523 +68%
MFT
1913
Moisand Fitzgerald Tamayo
Florida
$814K +$138 +1 +0%
TFS
1914
Thoroughbred Financial Services
Tennessee
$809K +$308K +2,227 +56%
NAS
1915
Nicolet Advisory Services
Wisconsin
$807K +$39.1K +283 +5%
CAC
1916
Certified Advisory Corp
Florida
$807K +$121K +874 +16%
LC
1917
Loews Corp
New York
$806K – – –
BIM
1918
Barton Investment Management
Pennsylvania
$805K – – –
WCM
1919
Whitener Capital Management
North Carolina
$805K – – –
LC
1920
Landaas & Company
Wisconsin
$803K -$35.4K -256 -4%
MCM
1921
MV Capital Management
Maryland
$803K +$30K +217 +4%
DLCIG
1922
D.L. Carlson Investment Group
New Hampshire
$800K -$1.09M -7,905 -56%
NIM
1923
NuWave Investment Management
New Jersey
$800K -$632K -4,570 -43%
PAM
1924
PVG Asset Management
Colorado
$791K -$470K -3,396 -36%
BI
1925
Ballast Inc
Kentucky
$784K -$13.4K -97 -2%
75 76
77
78 79