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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1826
Angeles Investment Advisors
California
$726K – – –
WMA
1827
Wealth Management Associates
New Jersey
$726K +$32K +655 +5%
BMC
1828
Benin Management Corp
Connecticut
$725K – – –
GLLW
1829
Graves Light Lenhart Wealth
Virginia
$724K -$17.7K -362 -2%
PSC
1830
Prentiss Smith & Co
Vermont
$721K -$58.6K -1,200 -8%
AIC
1831
Ameritas Investment Company
Nebraska
$721K +$2.49K +51 +0.4%
CS
1832
Cannell & Spears
New York
$720K -$113K -2,318 -14%
BI
1833
Ballast Inc
Kentucky
$719K +$44.5K +912 +7%
PWAP
1834
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$718K -$351K -7,179 -33%
TLFA
1835
True Link Financial Advisors
California
$716K +$702K +14,383 New
TAIM
1836
TD Ameritrade Investment Management
Nebraska
$715K -$252K -5,164 -26%
WA
1837
Waddell & Associates
Tennessee
$715K +$700K +14,343 New
NHC
1838
Nicholas Hoffman & Company
Georgia
$714K -$36.2K -742 -5%
CWA
1839
Clearview Wealth Advisors
Oregon
$714K +$700K +14,338 New
BG
1840
Berry Group
Massachusetts
$713K +$30.9K +632 +5%
MPPLM
1841
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$712K -$39.9K -817 -5%
BCAM
1842
Boston Common Asset Management
Massachusetts
$712K +$698K +14,295 New
KFGK
1843
Keystone Financial Group (Kentucky)
Kentucky
$708K -$9.52K -195 -1%
PH
1844
Pinnacle Holdings
Oklahoma
$708K -$43.5K -890 -6%
IDBONY
1845
Israel Discount Bank of New York
New York
$707K -$187K -3,828 -21%
FBFS
1846
First Business Financial Services
Wisconsin
$706K -$9.77K -200 -1%
BRG
1847
Bay Rivers Group
Virginia
$706K -$6.3K -129 -0.9%
PWA
1848
Physician Wealth Advisors
Utah
$705K +$19.5K +400 +4%
FNBSF
1849
First National Bank Sioux Falls
South Dakota
$705K +$131K +2,690 +23%
WGA
1850
Weather Gauge Advisory
Virginia
$704K -$11.6K -237 -2%
72 73
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