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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1851
FCG Advisors
New Jersey
$425K +$146 +3 +0%
GD
1852
Grandfield & Dodd
New York
$425K +$4.23K +87 +1%
WWMSC
1853
Wagner Wealth Management (South Carolina)
South Carolina
$424K -$28.9K -594 -6%
HPIA
1854
Hamilton Point Investment Advisors
North Carolina
$424K +$223K +4,575 +104%
MSFP
1855
Mark Sheptoff Financial Planning
Connecticut
$422K – – –
FRM
1856
Fox Run Management
Connecticut
$421K +$433K +8,897 New
CAM
1857
Chesapeake Asset Management
New York
$419K -$2.92K -60 -0.7%
CAC
1858
Certified Advisory Corp
Florida
$414K -$4.48K -92 -1%
KLWA
1859
Kelly Lawrence W & Associates
California
$414K – – –
CAW
1860
Cornerstone Advisors (Washington)
Washington
$414K +$12.5K +257 +3%
LC
1861
Landaas & Company
Wisconsin
$413K +$4.87K +100 +1%
RWA
1862
River Wealth Advisors
Pennsylvania
$411K -$61.4K -1,262 -13%
MCM
1863
MV Capital Management
Maryland
$410K -$5.69K -117 -1%
CWM
1864
Circle Wealth Management
New Jersey
$406K +$1.95K +40 +0.5%
RHBC
1865
R.H. Bluestein & Co
Michigan
$403K -$2.38K -49 -0.6%
ACM
1866
AlphaStar Capital Management
North Carolina
$402K -$89.6K -1,841 -18%
BFO
1867
Biltmore Family Office
North Carolina
$396K – – –
SMFS
1868
Squar Milner Financial Services
California
$395K -$157K -3,234 -28%
TMAM
1869
Tokio Marine Asset Management
Japan
$394K -$122K -2,507 -23%
DIA
1870
Davidson Investment Advisors
Montana
$394K +$13.7K +281 +3%
CA
1871
CapWealth Advisors
Tennessee
$392K -$16.4K -336 -4%
AF
1872
Aldebaran Financial
$392K +$730 +15 +0.2%
CGL
1873
Clarius Group LLC
Washington
$392K +$403K +8,289 New
PMG
1874
ProVise Management Group
Florida
$391K -$396K -8,148 -50%
FCFC
1875
First Commonwealth Financial Corp
Pennsylvania
$391K -$32.3K -664 -7%
73 74
75
76 77