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Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
2101
Kennedy Investment Group
New Jersey
$496K +$42.4K +135 +8%
FNBSF
2102
First National Bank Sioux Falls
South Dakota
$496K – – –
GAM
2103
Grandview Asset Management
Pennsylvania
$496K +$36.5K +116 +7%
PMFA
2104
Plante Moran Financial Advisors
Michigan
$496K +$35.2K +112 +7%
BOJHT
2105
Bank of Jackson Hole Trust
Wyoming
$495K +$295K +938 +116%
RCM
2106
Raleigh Capital Management
North Carolina
$494K -$189K -600 -26%
DF
2107
Dunhill Financial
United Kingdom
$493K +$123K +391 +29%
PWM
2108
Pines Wealth Management
North Carolina
$493K -$46.5K -148 -8%
MFC
2109
Morris Financial Concepts
South Carolina
$492K – – –
FWP
2110
Flatrock Wealth Partners
California
$492K +$63.2K +201 +13%
CSI
2111
Clark & Stuart Inc
Maine
$492K – – –
FFG
2112
Frisch Financial Group
New York
$491K +$314 +1 +0.1%
SWM
2113
SHP Wealth Management
Massachusetts
$491K +$23.6K +75 +5%
MF
2114
Montis Financial
Massachusetts
$490K +$37.7K +120 +7%
HAC
2115
Harbor Advisory Corp
New Hampshire
$490K – – –
CIA
2116
Cape Investment Advisory
Georgia
$490K +$154K +491 +40%
FCFC
2117
First Commonwealth Financial Corp
Pennsylvania
$489K +$17.3K +55 +3%
DC
2118
Diametric Capital
Massachusetts
$488K +$34.9K +111 +7%
DHC
2119
Drum Hill Capital
Connecticut
$488K – – –
SSWM
2120
Smith Salley Wealth Management
North Carolina
$487K -$21.1K -67 -4%
AAB
2121
ABN AMRO Bank
Netherlands
$485K -$94.3K -300 -15%
GDP
2122
Great Diamond Partners
Maine
$484K -$6.91K -22 -1%
FP
2123
Financial Perspectives
Minnesota
$482K – – –
LF
2124
LifeSteps Financial
California
$482K -$3.46K -11 -0.6%
BAM
2125
Bosun Asset Management
Illinois
$482K – – –
83 84
85
86 87