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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1426
Integrity Alliance
Iowa
$649K +$638K +3,243 New
VWM
1427
Venturi Wealth Management
Texas
$649K +$63K +320 +11%
CNBTD
1428
Citizens National Bank Trust Department
Mississippi
$649K – – –
SAF
1429
Smith Anglin Financial
Texas
$649K -$49K -249 -7%
CCM
1430
Check Capital Management
California
$648K -$17.1K -87 -3%
PAS
1431
PKS Advisory Services
New York
$646K -$31.1K -158 -5%
AI
1432
AXS Investments
New York
$645K +$26K +132 +4%
RPCONE
1433
Retirement Planning Company of New England
Rhode Island
$645K +$3.35K +17 +0.5%
IAS
1434
Insigneo Advisory Services
Florida
$644K +$80.1K +407 +14%
HWA
1435
HCR Wealth Advisors
California
$642K -$2.95K -15 -0.5%
3IP
1436
3Chopt Investment Partners
Virginia
$639K +$627K +3,189 New
LDB
1437
Lee, Danner & Bass
Tennessee
$639K -$197 -1 -0%
FWSM
1438
First Wilshire Securities Management
California
$638K -$53.7K -273 -8%
AA
1439
Aire Advisors
California
$638K -$660K -3,355 -51%
AWM
1440
Accurate Wealth Management
Florida
$636K +$228K +1,157 +49%
HG
1441
Harbor Group
New Hampshire
$635K -$394 -2 -0.1%
IA
1442
IFG Advisory
Georgia
$634K +$55.3K +281 +10%
LA
1443
Lynch & Associates
Indiana
$634K +$5.12K +26 +0.8%
GEM
1444
Global Endowment Management
North Carolina
$629K -$1,000K -5,081 -62%
DTC
1445
Davidson Trust Company
Washington
$628K +$55.3K +281 +10%
SFC
1446
Sprinkle Financial Consultants
Colorado
$627K -$39.4K -200 -6%
AWM
1447
AllSquare Wealth Management
New York
$624K – – –
AF
1448
Arrow Financial
New York
$624K -$12.8K -65 -2%
EP
1449
Edgestream Partners
New Jersey
$624K -$1.02M -5,201 -63%
MAG
1450
MRA Advisory Group
New Jersey
$624K +$139K +708 +29%
56 57
58
59 60