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Name Holding Trade Value Shares
Change 		Change in
Stake
UBV
1176
United Bank (Virginia)
Virginia
$228K -$93.7K -1,907 -30%
CA
1177
Crewe Advisors
Utah
$228K -$21.8K -443 -9%
FAG
1178
Fortitude Advisory Group
Washington
$227K +$214K +4,355 New
KCFA
1179
Key Client Fiduciary Advisors
New Jersey
$225K +$212K +4,318 New
CPA
1180
Cowen Prime Advisors
New York
$225K +$78.9K +1,605 +59%
TLA
1181
Tanglewood Legacy Advisors
Texas
$225K +$211K +4,302 New
EFG
1182
Everhart Financial Group
Ohio
$224K -$85.5K -1,740 -29%
HTC
1183
Haverford Trust Company
Pennsylvania
$224K +$211K +4,294 New
CFG
1184
CKW Financial Group
Hawaii
$224K -$934 -19 -0.4%
BONH
1185
Bank of New Hampshire
New Hampshire
$224K – – –
MWM
1186
Madison Wealth Management
Ohio
$224K +$211K +4,284 New
ECM
1187
Exchange Capital Management
Michigan
$223K +$210K +4,274 New
FAIM
1188
Financial Advocates Investment Management
Washington
$222K -$1.85M -37,623 -90%
BFA
1189
Beaumont Financial Advisors
Massachusetts
$222K +$209K +4,245 New
HIA
1190
Harbor Investment Advisory
Maryland
$221K -$28.4K -577 -12%
VCP
1191
Verus Capital Partners
Arizona
$221K +$208K +4,231 New
SAF
1192
Smith Anglin Financial
Texas
$221K +$208K +4,225 New
CAAS
1193
Capital Asset Advisory Services
Michigan
$220K +$206K +4,197 New
LIM
1194
Leavell Investment Management
Alabama
$220K +$207K +4,218 New
SPI
1195
Santori & Peters Inc
Pennsylvania
$220K +$207K +4,215 New
LFA
1196
Lauterbach Financial Advisors
Texas
$220K +$207K +4,209 New
FMTC
1197
Farmers & Merchants Trust Company
California
$219K +$207K +4,204 New
1IA
1198
1834 Investment Advisors
Wisconsin
$219K +$206K +4,194 New
TCM
1199
Tufton Capital Management
Maryland
$219K +$206K +4,189 New
TSWM
1200
Triangle Securities Wealth Management
North Carolina
$219K +$206K +4,188 New
46 47
48
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