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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
CVM
726
Cheviot Value Management
California
$22.1K +$23.2K +51 New
SIS
727
Sound Income Strategies
Florida
$20.6K +$14.1K +31 +221%
CT
728
Colonial Trust
South Carolina
$20.5K +$3.19K +7 +18%
BCMLT
729
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.1K – – –
UB
730
UMB Bank
Missouri
$19.6K +$2.73K +6 +16%
MCM
731
MV Capital Management
Maryland
$19.1K -$911 -2 -5%
WPWM
732
Western Pacific Wealth Management
Illinois
$19.1K – – –
TPCW
733
TD Private Client Wealth
New York
$17.7K +$2.73K +6 +18%
CA
734
Centerpoint Advisors
Massachusetts
$17K – – –
PPC
735
Park Place Capital
Alabama
$16.4K -$62.8K -138 -79%
MTIC
736
Missouri Trust & Investment Company
Missouri
$15.5K +$15.5K +34 New
ME
737
McIlrath & Eck
Washington
$15K – – –
OPTFSNA
738
Old Point Trust & Financial Services N A
Virginia
$15K – – –
AEPWM
739
Atlantic Edge Private Wealth Management
Florida
$14.5K – – –
WTFG
740
Wood Tarver Financial Group
Idaho
$14.5K – – –
KFI
741
Key Financial Inc
Pennsylvania
$13.6K – – –
CMBA
742
C.M. Bidwell & Associates
Hawaii
$13.2K – – –
PSB
743
Piscataqua Savings Bank
New Hampshire
$13.2K – – –
WBC
744
West Branch Capital
Massachusetts
$12.7K – – –
GA
745
GoalVest Advisory
New York
$12.3K -$7.74K -17 -39%
STB
746
S&T Bank
Pennsylvania
$12.3K – – –
AIM
747
Anchor Investment Management
South Carolina
$11.8K – – –
DWM
748
Darwin Wealth Management
Florida
$11.6K – – –
TCM
749
TD Capital Management
Tennessee
$11.4K +$11.4K +25 New
GKIM
750
GW&K Investment Management
Massachusetts
$11K – – –
28 29
30
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