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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1926
Fayerweather Charles
$413K +$428K +3,760 New
KTA
1927
Keeley-Teton Advisors
Illinois
$412K – – –
WPA
1928
Winning Points Advisors
Florida
$411K +$22.7K +200 +6%
CF
1929
Corrigan Financial
Rhode Island
$411K +$8.53K +75 +2%
DT
1930
Diversified Trust
Tennessee
$409K -$185K -1,624 -30%
CSPIA
1931
Cary Street Partners Investment Advisory
Virginia
$408K +$422K +3,712 New
CC
1932
Cedar Capital
Illinois
$407K +$6.59K +58 +2%
PIA
1933
Pinion Investment Advisors
Kansas
$405K +$63.1K +555 +18%
WWM
1934
Willingdon Wealth Management
North Carolina
$404K -$49.7K -437 -11%
BW
1935
Biegel & Waller
Maryland
$403K -$25K -220 -6%
AC
1936
Addison Capital
Pennsylvania
$401K -$5.12K -45 -1%
TFS
1937
Thoroughbred Financial Services
Tennessee
$401K +$417K +3,665 New
MSFP
1938
Mark Sheptoff Financial Planning
Connecticut
$400K -$68.2K -600 -14%
CS
1939
Cannell & Spears
New York
$400K -$34.6K -304 -8%
PFA
1940
Pure Financial Advisors
California
$399K +$186K +1,635 +82%
VWM
1941
Venturi Wealth Management
Texas
$399K +$428K +3,765 New
PK
1942
Pflug Koory
Nebraska
$398K – – –
QCMC
1943
Quantum Capital Management (California)
California
$398K +$2.39K +21 +0.6%
RGIA
1944
Rainier Group Investment Advisory
Washington
$398K +$37.9K +333 +10%
CAG
1945
Csenge Advisory Group
Florida
$398K +$64.9K +571 +19%
SFM
1946
Signet Financial Management
New Jersey
$397K +$114K +1,007 +39%
HA
1947
Hamel Associates
New Jersey
$396K – – –
JGUA
1948
John G. Ullman & Associates
New York
$395K – – –
ST
1949
Sabal Trust
Florida
$394K +$58.2K +512 +17%
PFBT
1950
Parkside Financial Bank & Trust
Missouri
$393K +$23.3K +205 +6%
76 77
78
79 80