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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1701
Sabal Trust
Florida
$973K -$144K -2,807 -13%
CFD
1702
Creative Financial Designs
Indiana
$973K +$90.3K +1,766 +10%
DTC
1703
Davidson Trust Company
Washington
$972K -$45.2K -885 -4%
IFWM
1704
Institute for Wealth Management
Colorado
$972K -$12K -235 -1%
NCM
1705
NCM Capital Management
New Jersey
$972K +$965K +18,879 New
ZIG
1706
Zullo Investment Group
Pennsylvania
$971K +$964K +18,859 New
DCM
1707
Davidson Capital Management
Texas
$967K -$200K -3,905 -17%
GBT
1708
Grove Bank & Trust
Florida
$966K +$68.5K +1,340 +8%
RMAM
1709
Raab & Moskowitz Asset Management
New Jersey
$965K -$43.1K -843 -4%
SAM
1710
S.A. Mason
Michigan
$964K -$250K -4,882 -21%
RVPG
1711
Relative Value Partners Group
$963K +$20.4K +400 +2%
9WM
1712
9258 Wealth Management
Ohio
$960K -$45K -881 -5%
GWS
1713
Glassman Wealth Services
Virginia
$956K +$53.4K +1,045 +6%
TPA
1714
Trivium Point Advisory
Connecticut
$955K +$90.3K +1,767 +11%
HDIM
1715
Hanson & Doremus Investment Management
Vermont
$952K +$46.1K +901 +5%
WDG
1716
Wealth Dimensions Group
Ohio
$951K +$31.8K +622 +3%
ACA
1717
Anchor Capital Advisors
Massachusetts
$950K -$87.9K -1,720 -9%
BCM
1718
Bienville Capital Management
New York
$950K – – –
SDH
1719
Sloy Dahl & Holst
Washington
$950K – – –
BCA
1720
Bay Colony Advisors
Massachusetts
$949K -$6.29K -123 -0.7%
FBFS
1721
First Business Financial Services
Wisconsin
$948K +$33.2K +650 +4%
WI
1722
Wintrust Investments
Illinois
$944K +$52.7K +1,031 +6%
HCM
1723
Hollencrest Capital Management
California
$938K -$179K -3,507 -16%
CFA
1724
Compass Financial Advisors
Indiana
$937K +$930K +18,196 New
1IA
1725
1834 Investment Advisors
Wisconsin
$932K +$50.6K +990 +6%
67 68
69
70 71