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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1726
Hamel Associates
New Jersey
$653K -$20.1K -101 -3%
AAM
1727
American Asset Management
Florida
$652K +$33.3K +167 +6%
PAS
1728
Partnervest Advisory Services
California
$651K -$116K -582 -16%
TCM
1729
Telos Capital Management
California
$651K -$3.99K -20 -0.6%
PA
1730
Probity Advisors
Texas
$650K -$25.9K -130 -4%
PSP
1731
Principal Street Partners
Tennessee
$648K +$622K +3,118 New
LC
1732
Lincoln Capital
Nebraska
$645K -$16.2K -81 -3%
CWM
1733
Chesapeake Wealth Management
Virginia
$643K +$399 +2 +0.1%
TMAM
1734
Tokio Marine Asset Management
Japan
$643K +$71.6K +359 +13%
AIM
1735
Allen Investment Management
New York
$640K – – –
AMM
1736
American Money Management
California
$638K -$29.7K -149 -5%
OIWM
1737
OptiFour Integrated Wealth Management
Virginia
$638K +$17.6K +88 +3%
NEPWA
1738
New England Private Wealth Advisors
Massachusetts
$638K +$30.9K +155 +5%
WA
1739
Waverly Advisors
Alabama
$636K +$24.7K +124 +4%
ODCM
1740
Old Dominion Capital Management
Virginia
$636K +$288K +1,446 +90%
LC
1741
Lindbrook Capital
California
$635K +$9.77K +49 +2%
UBG
1742
United Bank (Georgia)
Georgia
$633K -$256K -1,284 -30%
FCFC
1743
First Commonwealth Financial Corp
Pennsylvania
$633K +$12.6K +63 +2%
ACM
1744
AUA Capital Management
Pennsylvania
$631K – – –
BWM
1745
BerganKDV Wealth Management
Minnesota
$631K – – –
CAM
1746
Covenant Asset Management
New Jersey
$629K +$19.9K +100 +3%
GLLW
1747
Graves Light Lenhart Wealth
Virginia
$627K +$23.7K +119 +4%
FFA
1748
Fragasso Financial Advisors
Pennsylvania
$625K +$248K +1,244 +71%
BWM
1749
BT Wealth Management
Georgia
$624K +$26.1K +131 +5%
SC
1750
Sovarnum Capital
New York
$624K +$598K +3,000 New
68 69
70
71 72