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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1201
Addison Advisors
Vermont
$57K +$50.6K +3,810 New
GWS
1202
Glassman Wealth Services
Virginia
$55K -$836K -62,878 -94%
TC
1203
Tacita Capital
Ontario, Canada
$55K +$49.5K +3,725 New
1IA
1204
1834 Investment Advisors
Wisconsin
$49K -$129K -9,700 -75%
WBC
1205
West Branch Capital
Massachusetts
$49K +$44.1K +3,317 New
CHC
1206
City Holding Co
West Virginia
$47K -$665 -50 -2%
SAM
1207
S.A. Mason
Michigan
$47K – – –
AW
1208
Avion Wealth
Texas
$45K – – –
CAM
1209
Costello Asset Management
Pennsylvania
$45K – – –
SBL
1210
Sargent Bickham Lagudis
Colorado
$45K +$15.2K +1,146 +61%
AFG
1211
Albion Financial Group
Utah
$45K +$39.9K +3,000 New
EL
1212
EMFO LLC
Florida
$45K +$39.9K +3,000 New
RIA
1213
RPG Investment Advisory
California
$44K – – –
SSB
1214
Sandy Spring Bank
Maryland
$44K +$25.5K +1,915 +186%
EBSAM
1215
Eubel Brady & Suttman Asset Management
Ohio
$44K +$48.2K +3,626 New
GLLW
1216
Graves Light Lenhart Wealth
Virginia
$43K -$412 -31 -1%
PFA
1217
Professional Financial Advisors
Nebraska
$43K – – –
CAL
1218
Capital Analysts LLC
Pennsylvania
$43K +$3.4K +256 +9%
MHR
1219
Matthew Hamilton Rosenberg
$42K +$11.5K +864 +44%
AWM
1220
Activest Wealth Management
Florida
$42K +$37.2K +2,800 New
FFA
1221
Freedman Financial Associates
Massachusetts
$41K -$140K -10,522 -79%
PCFFS
1222
Pacific Center for Financial Services
California
$41K – – –
LWA
1223
Lenox Wealth Advisors
New York
$41K +$2.23K +168 +6%
RIM
1224
Rockbridge Investment Management
New York
$40K -$57.8K -4,345 -62%
CCM
1225
Covington Capital Management
California
$40K -$3.19K -240 -8%
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