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Name Holding Trade Value Shares
Change 		Change in
Stake
PLFAM
2051
Pineno Levin & Ford Asset Management
Virginia
$927K – – –
MWPCG
2052
Measured Wealth Private Client Group
New Hampshire
$926K +$93.5K +294 +11%
TFM
2053
TFC Financial Management
Massachusetts
$923K -$79.2K -249 -8%
AAM
2054
AMI Asset Management
California
$922K +$36.6K +115 +4%
FFWA
2055
FRG Family Wealth Advisors
Washington
$922K +$54.1K +170 +6%
MAM
2056
McLean Asset Management
Virginia
$920K +$3.82K +12 +0.4%
HA
2057
HC Advisors
Georgia
$917K -$9.86K -31 -1%
SAM
2058
Summit Asset Management
Tennessee
$916K +$93.5K +294 +11%
NSB
2059
Norway Savings Bank
Maine
$915K -$7.32K -23 -0.8%
FA
2060
Fiducient Advisors
Illinois
$908K -$15.9K -50 -2%
WWMSC
2061
Wagner Wealth Management (South Carolina)
South Carolina
$907K +$8.27K +26 +0.9%
AWA
2062
AmeriServ Wealth Advisors
Pennsylvania
$906K -$125K -392 -12%
AFAS
2063
Acorn Financial Advisory Services
Virginia
$905K -$8.91K -28 -1%
DIA
2064
Davidson Investment Advisors
Montana
$904K -$30.2K -95 -3%
MAS
2065
Managed Account Services
Florida
$904K – – –
OWA
2066
Octavia Wealth Advisors
Ohio
$903K -$7K -22 -0.8%
FMTCOCP
2067
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$902K – – –
AIS
2068
American Investment Services
Massachusetts
$902K +$14K +44 +2%
DWA
2069
Delos Wealth Advisors
Texas
$902K +$900K +2,829 New
VHAM
2070
Van Hulzen Asset Management
California
$897K +$8.91K +28 +1%
BWM
2071
BerganKDV Wealth Management
Minnesota
$894K -$1.27K -4 -0.1%
LWAM
2072
Legacy Wealth Asset Management
Minnesota
$893K +$13.4K +42 +2%
IIM
2073
InTrack Investment Management
Vermont
$891K -$543K -1,708 -38%
SHWM
2074
Smith & Howard Wealth Management
Georgia
$891K -$86.5K -272 -9%
JFA
2075
JNBA Financial Advisors
Minnesota
$891K -$28.3K -89 -3%
81 82
83
84 85