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Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
2626
Twin Focus Capital Partners
Massachusetts
$582K +$50.3K +132 +10%
AFA
2627
AllGen Financial Advisors
Florida
$581K +$533K +1,401 New
ANB
2628
Amarillo National Bank
Texas
$580K +$22.8K +60 +4%
NJBEST
2629
New Jersey Better Educational Savings Trust
New Jersey
$578K -$255K -670 -32%
OLA
2630
Oliver Luxxe Assets
New Jersey
$578K -$36.2K -95 -6%
CWA
2631
CJM Wealth Advisers
Virginia
$578K +$530K +1,392 New
MWM
2632
Merriman Wealth Management
Washington
$575K +$207K +544 +65%
WP
2633
Wealthspan Partners
Iowa
$575K +$527K +1,385 New
TFF
2634
The Family Firm
Maryland
$574K +$1.52K +4 +0.3%
BSSFA
2635
Baron Silver Stevens Financial Advisors
Florida
$574K +$67.8K +178 +15%
ZIMP
2636
Zimmermann Investment Management & Planning
Pennsylvania
$574K +$526K +1,382 New
JBA
2637
Johnson Bixby & Associates
Washington
$571K – – –
SC
2638
Saybrook Capital
North Carolina
$571K +$181K +475 +53%
BMWM
2639
Brown Miller Wealth Management
Virginia
$569K -$1.52K -4 -0.3%
CASB
2640
Cape Ann Savings Bank
Massachusetts
$568K -$54.4K -143 -9%
BWA
2641
Burt Wealth Advisors
Maryland
$568K – – –
GIM
2642
Goelzer Investment Management
Indiana
$567K – – –
HWM
2643
HFR Wealth Management
New York
$566K – – –
WAM
2644
WNY Asset Management
New York
$566K +$19K +50 +4%
CWM
2645
Cranbrook Wealth Management
Michigan
$565K -$38.1K -100 -7%
SPP
2646
Single Point Partners
Massachusetts
$564K +$518K +1,360 New
GCA
2647
Genesee Capital Advisors
New York
$563K -$38.5K -101 -7%
HWMG
2648
Hurlow Wealth Management Group
Indiana
$563K – – –
RWP
2649
Revolve Wealth Partners
New Jersey
$563K +$516K +1,356 New
OPTFSNA
2650
Old Point Trust & Financial Services N A
Virginia
$562K -$38.1K -100 -7%
104 105
106
107 108