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Name Holding Trade Value Shares
Change 		Change in
Stake
BMO
1926
Beck Mack & Oliver
New York
$222K -$21.5K -570 -9%
WRPWM
1927
Werba Rubin Papier Wealth Management
California
$222K +$227K +6,005 New
FFA
1928
Florida Financial Advisors
Florida
$222K +$229K +6,060 New
CWM
1929
Chesapeake Wealth Management
Virginia
$221K +$227K +6,000 New
MGAM
1930
McGowan Group Asset Management
Texas
$221K +$226K +5,998 New
RMDI
1931
R.M. Davis Inc
Maine
$221K -$27.8K -735 -11%
FGWP
1932
Founders Grove Wealth Partners
Virginia
$221K +$226K +5,993 New
CFG
1933
CKW Financial Group
Hawaii
$221K – – –
FH
1934
Financial Harvest
Florida
$220K +$225K +5,966 New
TAM
1935
Trillium Asset Management
Massachusetts
$220K -$2.38K -63 -1%
PF
1936
Prota Financial
Texas
$220K +$225K +5,953 New
HIG
1937
Heritage Investment Group
Florida
$219K +$224K +5,928 New
SQA
1938
Simon Quick Advisors
New Jersey
$218K +$223K +5,913 New
GCP
1939
GSA Capital Partners
United Kingdom
$218K +$223K +5,906 New
BBPWM
1940
Blue Bell Private Wealth Management
Pennsylvania
$218K – – –
TCP
1941
TMB Capital Partners
Arkansas
$217K +$223K +5,894 New
HWMO
1942
Heritage Wealth Management (Ohio)
Ohio
$217K +$222K +5,890 New
NCM
1943
Northside Capital Management
Oregon
$217K +$222K +5,886 New
WMA
1944
Wealth Management Associates
New Jersey
$217K +$222K +5,884 New
SFS
1945
Strategic Financial Services
New York
$217K +$162K +4,289 New
PIA
1946
Pinion Investment Advisors
Kansas
$217K +$222K +5,876 New
CA
1947
Clune & Associates
Illinois
$217K +$222K +5,874 New
PH
1948
Pinnacle Holdings
Oklahoma
$216K +$22.2K +588 +11%
FIA
1949
FNY Investment Advisers
New York
$216K +$73.7K +1,953 +50%
MFC
1950
Mechanics Financial Corp
Ohio
$215K – – –
76 77
78
79 80