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Name Holding Trade Value Shares
Change 		Change in
Stake
WDA
1601
Wendell David Associates
New Hampshire
$498K – – –
BE
1602
Bonness Enterprises
District of Columbia
$497K – – –
SAW
1603
Signal Advisors Wealth
Michigan
$496K +$206K +1,048 +73%
KCFA
1604
Key Client Fiduciary Advisors
New Jersey
$496K -$5.71K -29 -1%
JC
1605
JB Capital
Connecticut
$496K -$109K -554 -18%
CP
1606
Canopy Partners
Ohio
$494K +$16.7K +85 +4%
GWM
1607
Greenwich Wealth Management
Connecticut
$494K -$46.2K -235 -9%
FMC
1608
First Merchants Corp
Indiana
$492K – – –
FFA
1609
Fi3 Financial Advisors
Indiana
$490K +$115K +586 +31%
FFG
1610
Fortress Financial Group
Minnesota
$488K +$787 +4 +0.2%
CB
1611
CNB Bank
Pennsylvania
$487K -$787 -4 -0.2%
SCM
1612
Sunbeam Capital Management
Georgia
$486K +$394 +2 +0.1%
MCCA
1613
Mill Creek Capital Advisors
Pennsylvania
$486K -$38.8K -197 -8%
PGA
1614
Portland Global Advisors
Maine
$486K – – –
TCM
1615
Tufton Capital Management
Maryland
$486K +$83.6K +425 +21%
SCM
1616
SCS Capital Management
Massachusetts
$485K +$476K +2,421 New
TLFA
1617
True Link Financial Advisors
California
$483K -$11.4K -58 -2%
IA
1618
Intellus Advisors
Florida
$483K – – –
BRM
1619
Boston Research & Management
Massachusetts
$482K – – –
PCG
1620
Prosperity Consulting Group
Maryland
$482K +$12.4K +63 +3%
NI
1621
NCP Inc
California
$481K – – –
WAM
1622
Worth Asset Management
Texas
$481K -$288K -1,464 -38%
GCIA
1623
Gabelli & Co Investment Advisers
New York
$480K – – –
FWM
1624
Forza Wealth Management
Florida
$479K +$6.1K +31 +1%
CC
1625
Cultivar Capital
Texas
$479K +$1.77K +9 +0.4%
63 64
65
66 67