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Name Holding Trade Value Shares
Change 		Change in
Stake
CRIG
1926
Charter Research & Investment Group
Connecticut
$315K – – –
IP
1927
Investment Partners
Ohio
$314K +$197 +1 +0.1%
BIC
1928
Beach Investment Counsel
Pennsylvania
$314K – – –
CPCM
1929
Cardinal Point Capital Management
Ontario, Canada
$314K +$20.1K +102 +7%
SFGP
1930
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$313K +$109K +552 +54%
IF
1931
Integrity Financial
Wyoming
$313K +$307K +1,562 New
ARG
1932
Advisory Resource Group
Oklahoma
$313K – – –
VFG
1933
Victory Financial Group
Texas
$313K +$309K +1,570 New
CVA
1934
Central Valley Advisors
California
$313K – – –
AWM
1935
Ameliora Wealth Management
Switzerland
$313K – – –
SMA
1936
Seven Mile Advisory
New Jersey
$312K +$18.7K +95 +6%
KAM
1937
Knightsbridge Asset Management
California
$312K +$307K +1,560 New
CTI
1938
Community Trust & Investment
Kentucky
$312K -$27K -137 -8%
PAM
1939
Palisade Asset Management
Minnesota
$311K +$984 +5 +0.3%
DWG
1940
Darden Wealth Group
Michigan
$311K +$590 +3 +0.2%
FP
1941
Financial Perspectives
Minnesota
$311K – – –
ACG
1942
Allen Capital Group
Nebraska
$311K +$17.5K +89 +6%
ACM
1943
Arcataur Capital Management
Wisconsin
$310K -$24.8K -126 -8%
PWAM
1944
Private Wealth Asset Management
Iowa
$310K +$305K +1,551 New
WAL
1945
W Advisors LLC
Tennessee
$310K -$3.35K -17 -1%
MPM
1946
MBB Public Markets
Illinois
$309K +$304K +1,545 New
BWP
1947
Baldwin Wealth Partners
Massachusetts
$309K – – –
GJWM
1948
Gilliland Jeter Wealth Management
Arkansas
$308K +$197 +1 +0.1%
SAA
1949
Southeast Asset Advisors
Georgia
$308K +$1.77K +9 +0.6%
FAT
1950
First American Trust
California
$308K +$303K +1,538 New
76 77
78
79 80