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Name Holding Trade Value Shares
Change 		Change in
Stake
HR
1826
Hayden Royal
North Carolina
$916K +$133K +580 +19%
LWS
1827
Lucia Wealth Services
California
$916K -$79.9K -349 -9%
JLBC
1828
J.L. Bainbridge & Co
Florida
$916K -$6.87K -30 -0.8%
LDFR
1829
Lehman & Derafelo Financial Resources
Pennsylvania
$914K -$54.3K -237 -6%
FFBTD
1830
First Financial Bank - Trust Division
Ohio
$911K +$71.9K +314 +9%
RGC
1831
Roberts, Glore & Co
Illinois
$908K -$3.43K -15 -0.4%
CCA
1832
Cobblestone Capital Advisors
New York
$903K -$229 -1 -0%
BCA
1833
Berman Capital Advisors
Georgia
$903K +$87.2K +381 +12%
WEPOG
1834
Wealth Enhancement & Preservation of GA
Georgia
$898K -$494K -2,160 -39%
LHC
1835
Little House Capital
Massachusetts
$898K +$64.6K +282 +9%
MPIA
1836
Mountain Pacific Investment Advisers
Idaho
$897K -$28.8K -126 -3%
BSB
1837
Bangor Savings Bank
Maine
$897K +$2.29K +10 +0.3%
AWM
1838
Apollon Wealth Management
South Carolina
$893K +$32.5K +142 +4%
1W
1839
1776 Wealth
Georgia
$892K -$41.4K -181 -5%
SSWG
1840
Seven Springs Wealth Group
Tennessee
$888K – – –
HAM
1841
Hammer Asset Management
California
$887K -$41.2K -180 -5%
PA
1842
Probity Advisors
Texas
$885K +$116K +507 +17%
HFM
1843
Harvest Fund Management
China
$884K +$32.7K +143 +4%
PIA
1844
Pinion Investment Advisors
Kansas
$883K -$38.2K -167 -5%
SWP
1845
Strategic Wealth Partners
Ohio
$882K +$806K +3,519 New
VFM
1846
Viking Fund Management
North Dakota
$877K – – –
NFG
1847
NewFocus Financial Group
Washington
$876K +$226K +986 +39%
GLLW
1848
Graves Light Lenhart Wealth
Virginia
$873K +$916 +4 +0.1%
CCMW
1849
Cypress Capital Management (Wyoming)
Wyoming
$868K +$593K +2,591 +296%
IP
1850
Interval Partners
New York
$868K +$793K +3,466 New
72 73
74
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