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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1201
Addison Advisors
Vermont
$57K +$50.6K +3,810 New
KFS
1202
Kelly Financial Services
Massachusetts
$56.2K +$2.53K +190 +5%
GWS
1203
Glassman Wealth Services
Virginia
$55K -$836K -62,878 -94%
TC
1204
Tacita Capital
Ontario, Canada
$55K +$49.5K +3,725 New
FI
1205
Financial Insights
Washington
$50K +$44.7K +3,364 New
1IA
1206
1834 Investment Advisors
Wisconsin
$49K -$129K -9,700 -75%
WBC
1207
West Branch Capital
Massachusetts
$49K +$44.1K +3,317 New
CHC
1208
City Holding Co
West Virginia
$47K -$665 -50 -2%
SAM
1209
S.A. Mason
Michigan
$47K – – –
AW
1210
Avion Wealth
Texas
$45K – – –
CAM
1211
Costello Asset Management
Pennsylvania
$45K – – –
SBL
1212
Sargent Bickham Lagudis
Colorado
$45K +$15.2K +1,146 +61%
AFG
1213
Albion Financial Group
Utah
$45K +$39.9K +3,000 New
EL
1214
EMFO LLC
Florida
$45K +$39.9K +3,000 New
RIA
1215
RPG Investment Advisory
California
$44K – – –
SSB
1216
Sandy Spring Bank
Maryland
$44K +$25.5K +1,915 +186%
EBSAM
1217
Eubel Brady & Suttman Asset Management
Ohio
$44K +$48.2K +3,626 New
GLLW
1218
Graves Light Lenhart Wealth
Virginia
$43K -$412 -31 -1%
PFA
1219
Professional Financial Advisors
Nebraska
$43K – – –
CAL
1220
Capital Analysts LLC
Pennsylvania
$43K +$3.4K +256 +9%
MHR
1221
Matthew Hamilton Rosenberg
$42K +$11.5K +864 +44%
AWM
1222
Activest Wealth Management
Florida
$42K +$37.2K +2,800 New
FFA
1223
Freedman Financial Associates
Massachusetts
$41K -$140K -10,522 -79%
PCFFS
1224
Pacific Center for Financial Services
California
$41K – – –
LWA
1225
Lenox Wealth Advisors
New York
$41K +$2.23K +168 +6%
47 48
49
50 51