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Name Holding Trade Value Shares
Change 		Change in
Stake
FBB
1701
Fulton Breakefield Broenniman
Maryland
$953K -$116K -1,983 -10%
YWP
1702
YorkBridge Wealth Partners
New York
$952K -$93.9K -1,600 -9%
MSA
1703
Marino Stram & Associates
Massachusetts
$952K +$614K +10,463 +161%
CWM
1704
Chesapeake Wealth Management
Virginia
$951K -$101K -1,720 -9%
CHA
1705
Carmichael Hill & Associates
Maryland
$950K -$2.23K -38 -0.2%
WI
1706
Wintrust Investments
Illinois
$948K +$16.5K +281 +2%
CFSG
1707
Community Financial Services Group
Vermont
$947K -$189K -3,215 -16%
CPA
1708
Capital Planning Advisors
California
$946K – – –
DAM
1709
Doheny Asset Management
California
$945K – – –
MFGM
1710
Marshall Financial Group (Maryland)
Maryland
$941K -$233K -3,972 -19%
GLA
1711
Good Life Advisors
Pennsylvania
$941K +$59.2K +1,008 +6%
GWS
1712
Glassman Wealth Services
Virginia
$940K -$2.41K -41 -0.2%
CCB
1713
Cutter & Co Brokerage
Missouri
$939K -$19.5K -332 -2%
TFS
1714
Thoroughbred Financial Services
Tennessee
$939K -$11.3K -192 -1%
TA
1715
TFG Advisers
Michigan
$938K -$11.9K -202 -1%
SWA
1716
Sutton Wealth Advisors
Florida
$936K -$4.17K -71 -0.4%
KC
1717
Knuff & Co
California
$932K – – –
TIA
1718
Traphagen Investment Advisors
New Jersey
$931K -$2.52K -43 -0.3%
LA
1719
LVW Advisors
New York
$931K -$18.3K -312 -2%
IP
1720
Intellectus Partners
California
$929K -$41.8K -712 -4%
ANB
1721
Amarillo National Bank
Texas
$926K -$7.51K -128 -0.8%
APW
1722
Acima Private Wealth
Virginia
$925K – – –
PNAA
1723
Pictet North America Advisors
Switzerland
$924K – – –
SCA
1724
Sippican Capital Advisors
Massachusetts
$923K +$10.2K +174 +1%
TCPWM
1725
Traverso Chambers Private Wealth Management
California
$923K +$39.1K +666 +4%
67 68
69
70 71