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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1001
Fagan Associates
New York
$420K +$43K +874 +12%
FFA
1002
First Foundation Advisors
California
$419K +$4.09K +83 +1%
ECM
1003
ETrade Capital Management
Virginia
$419K +$55.5K +1,127 +16%
SA
1004
Sicart Associates
New York
$417K – – –
WKWM
1005
Walter & Keenan Wealth Management
Indiana
$414K -$91K -1,849 -19%
CAC
1006
Certified Advisory Corp
Florida
$414K +$25.9K +527 +7%
DBT
1007
Dubuque Bank & Trust
Iowa
$413K -$12.2K -248 -3%
MIM
1008
Montgomery Investment Management
Maryland
$412K -$35.5K -722 -8%
CWM
1009
Connecticut Wealth Management
Connecticut
$412K +$97K +1,970 +33%
CIAS
1010
Capital Investment Advisory Services
North Carolina
$410K -$57.7K -1,173 -13%
CBN
1011
Cadence Bank NA
Texas
$410K -$23.6K -480 -6%
KA
1012
KLCM Advisors
Wisconsin
$410K +$12.3K +249 +3%
GP
1013
Girard Partners
Pennsylvania
$409K -$28.9K -587 -7%
FIB
1014
First Interstate Bank
Montana
$409K -$1.48K -30 -0.4%
PJSIMP
1015
P.J. Schmidt Investment Management (PJS)
Wisconsin
$409K – – –
CCG
1016
Cypress Capital Group
Florida
$408K -$40K -812 -9%
FFC
1017
First Financial Corp
Indiana
$408K -$12.3K -250 -3%
SNT
1018
Security National Trust
West Virginia
$407K -$9.5K -193 -2%
LSPW
1019
Lake Street Private Wealth
Illinois
$406K +$29.1K +591 +8%
BFA
1020
Beaumont Financial Advisors
Massachusetts
$406K +$97.1K +1,972 +34%
KFA
1021
Kelleher Financial Advisors
New York
$404K +$380K +7,726 New
GAM
1022
Garrison Asset Management
Arkansas
$403K -$21.7K -440 -5%
MM
1023
Meridian Management
Arkansas
$403K -$11.9K -241 -3%
KFA
1024
Kays Financial Advisory
Georgia
$403K +$18.4K +374 +5%
VA
1025
Valmark Advisers
Ohio
$402K -$2.51K -51 -0.7%
39 40
41
42 43