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Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
2101
Newbridge Financial Services Group
Florida
$606K +$610K +4,880 New
OC
2102
Oarsman Capital
Wisconsin
$605K – – –
FNBOSM
2103
First National Bank of South Miami
Florida
$603K -$7.13K -57 -1%
FSG
2104
Financial Strategies Group
Michigan
$603K +$14.4K +115 +2%
PIMG
2105
Patriot Investment Management Group
Tennessee
$601K -$4.13K -33 -0.7%
LWA
2106
Lineweaver Wealth Advisors
Ohio
$601K +$124K +996 +26%
WA
2107
Wealth Architects
California
$598K -$21.9K -175 -4%
CHA
2108
Cooper/Haims Advisors
New York
$596K -$23.7K -190 -4%
CYG
2109
Clean Yield Group
Vermont
$595K -$6.25K -50 -1%
BWAM
2110
Boyd Watterson Asset Management
Ohio
$593K +$328K +2,626 +122%
WA
2111
Wambolt & Associates
Colorado
$592K -$18.1K -145 -3%
SIG
2112
Sargent Investment Group
Maryland
$591K +$4.75K +38 +0.8%
KA
2113
Klingman & Associates
New York
$589K +$94.2K +754 +19%
CGA
2114
Crescent Grove Advisors
Illinois
$588K -$42.5K -340 -7%
EWM
2115
Elmwood Wealth Management
California
$588K – – –
BHA
2116
Beech Hill Advisors
New York
$586K -$25K -200 -4%
ARMT
2117
Amica Retiree Medical Trust
Rhode Island
$584K -$302K -2,420 -34%
SSA
2118
South Street Advisors
New York
$584K – – –
RGIA
2119
Rainier Group Investment Advisory
Washington
$576K -$6.38K -51 -1%
KTA
2120
Keeley-Teton Advisors
Illinois
$576K – – –
MMG
2121
Monetary Management Group
Missouri
$576K – – –
BWM
2122
Buckley Wealth Management
Nevada
$574K -$178K -1,425 -24%
CAM
2123
Cozad Asset Management
Illinois
$574K -$11.3K -90 -2%
PSC
2124
Prentiss Smith & Co
Vermont
$573K – – –
SFM
2125
Signet Financial Management
New Jersey
$573K +$54.7K +438 +11%
83 84
85
86 87