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Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
1251
First National Trust
Pennsylvania
$738K – – –
HIA
1252
HTG Investment Advisors
Connecticut
$737K – – –
BOPW
1253
Brandywine Oak Private Wealth
Pennsylvania
$735K +$42.4K +250 +7%
BCFD
1254
Boit C.F. David
$734K – – –
BBWA
1255
Bell & Brown Wealth Advisors
California
$731K -$847 -5 -0.1%
KCM
1256
Kathmere Capital Management
Pennsylvania
$731K +$37.4K +221 +6%
NG
1257
Northstar Group
New York
$730K -$6.27K -37 -0.9%
LBC
1258
Lowe Brockenbrough & Co
Virginia
$729K -$14.7K -87 -2%
HVIA
1259
Hudson Valley Investment Advisors
New York
$724K -$50.8K -300 -7%
CCT
1260
Chemung Canal Trust
New York
$722K +$649K +3,831 New
AA
1261
Axiom Advisory
California
$720K +$19.5K +115 +3%
CFGA
1262
Cambridge Financial Group (Arizona)
Arizona
$718K -$157K -925 -20%
BS
1263
Banco Santander
Spain
$715K -$128K -755 -17%
OFG
1264
Oxford Financial Group
Indiana
$714K -$30.8K -182 -5%
REMPR
1265
Roof Eidam Maycock Peralta (REMP)
California
$712K -$12.7K -75 -2%
HWA
1266
Heritage Wealth Advisors
Virginia
$710K +$21.5K +127 +3%
IDA
1267
Intelligence Driven Advisers
California
$708K +$144K +847 +29%
AIM
1268
Allen Investment Management
New York
$707K – – –
BAM
1269
BOCHK Asset Management
Hong Kong
$707K +$635K +3,750 New
VWA
1270
VERITY Wealth Advisors
United States
$704K – – –
NDSI
1271
Newman Dignan & Sheerar Inc
Rhode Island
$703K +$159K +937 +31%
SVWAG
1272
Sound View Wealth Advisors Group
Georgia
$702K +$277K +1,637 +79%
FAIM
1273
Financial Advocates Investment Management
Washington
$702K +$48.5K +286 +8%
EAM
1274
Empirical Asset Management
Massachusetts
$701K -$678 -4 -0.1%
ACM
1275
Armbruster Capital Management
New York
$701K – – –
49 50
51
52 53