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Name Holding Trade Value Shares
Change 		Change in
Stake
OPTFSNA
2176
Old Point Trust & Financial Services N A
Virginia
$462K – – –
CDIA
2177
Capital Directions Investment Advisors
Georgia
$461K -$2.29K -10 -0.5%
CCA
2178
Clearwater Capital Advisors
Illinois
$461K – – –
FFA
2179
Fragasso Financial Advisors
Pennsylvania
$460K -$12.6K -55 -3%
DA
2180
Detalus Advisors
Missouri
$459K – – –
PWM
2181
PRW Wealth Management
Massachusetts
$457K +$109K +476 +35%
CFA
2182
Camarda Financial Advisors
Florida
$455K -$229K -1,002 -36%
EWF
2183
Epstein & White Financial
California
$454K -$6.41K -28 -2%
PWM
2184
Paulson Wealth Management
Illinois
$454K +$97.3K +425 +31%
CWA
2185
Carolina Wealth Advisors
South Carolina
$454K +$415K +1,812 New
CAG
2186
Curtis Advisory Group
California
$453K – – –
CIS
2187
Capital International Sarl
California
$453K +$123K +537 +42%
LWM
2188
Liberty Wealth Management
California
$452K +$32.3K +141 +8%
AIM
2189
Axiom Investment Management
New York
$451K -$964K -4,211 -70%
KIM
2190
Karpus Investment Management
New York
$451K – – –
PAS
2191
Professional Advisory Services
Florida
$451K – – –
FC
2192
Financial Consulate
Maryland
$451K +$47.4K +207 +13%
FP
2193
Financial Perspectives
Minnesota
$449K – – –
IA
2194
Independence Advisors
Pennsylvania
$448K -$3.21K -14 -0.8%
SAM
2195
Summit Asset Management
Tennessee
$446K -$50.4K -220 -11%
SF
2196
Symphony Financial
Texas
$446K -$1.15K -5 -0.3%
SGI
2197
Summit Global Investments
Utah
$446K +$35.5K +155 +10%
SCM
2198
Smith Capital Management
Arkansas
$445K – – –
MCCP
2199
Mission Creek Capital Partners
California
$445K +$25.4K +111 +7%
HB
2200
Horizon Bancorp
Indiana
$444K -$128K -558 -24%
86 87
88
89 90