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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1851
WNY Asset Management
New York
$689K +$763K +2,427 New
FCM
1852
Fell Capital Management
California
$688K – – –
TCM
1853
Tufton Capital Management
Maryland
$688K – – –
GEA
1854
Glen Eagle Advisors
New Jersey
$686K -$100K -319 -12%
EDRH
1855
Edmond de Rothschild Holding
Switzerland
$684K +$199K +633 +36%
SWP
1856
Significant Wealth Partners
Illinois
$682K -$1.26K -4 -0.2%
GCIA
1857
Gabelli & Co Investment Advisers
New York
$681K – – –
CB
1858
CNB Bank
Pennsylvania
$681K – – –
BRG
1859
Bay Rivers Group
Virginia
$681K +$199K +633 +36%
CFS
1860
CRA Financial Services
New Jersey
$680K -$11K -35 -1%
FWM
1861
Forza Wealth Management
Florida
$680K – – –
IA
1862
Intellus Advisors
Florida
$679K -$1.57K -5 -0.2%
ODIJL
1863
One Day In July LLC
Vermont
$679K +$8.49K +27 +1%
CIA
1864
Caerus Investment Advisors
Texas
$678K -$732K -2,329 -49%
TLFA
1865
True Link Financial Advisors
California
$677K -$4.71K -15 -0.6%
CC
1866
Cultivar Capital
Texas
$677K – – –
CFGA
1867
Cambridge Financial Group (Arizona)
Arizona
$677K -$176K -559 -19%
RCWM
1868
Royal Capital Wealth Management
Indiana
$676K +$629 +2 +0.1%
CFP
1869
Curran Financial Partners
South Carolina
$675K +$2.51K +8 +0.3%
SFG
1870
SNS Financial Group
Minnesota
$675K +$83K +264 +13%
CB
1871
Community Bank
New York
$674K -$61.6K -196 -8%
UBV
1872
United Bank (Virginia)
Virginia
$672K – – –
APG
1873
Abacus Planning Group
South Carolina
$671K -$26.4K -84 -3%
LCM
1874
Lazari Capital Management
California
$671K -$67.3K -214 -8%
CIM
1875
Capital Investment Management
Missouri
$671K -$49K -156 -6%
73 74
75
76 77