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Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1701
Souders Financial Advisors
Ohio
$816K +$459K +7,546 +134%
BDFN
1702
Bond & Devick Financial Network
Minnesota
$809K – – –
HTHT
1703
Hemenway Trust Hemenway Trust
New Hampshire
$807K -$12.2K -200 -2%
MIP
1704
Marietta Investment Partners
Wisconsin
$807K – – –
EA
1705
Emerald Advisors
Washington
$806K +$33K +542 +4%
SW
1706
SkyOak Wealth
Michigan
$805K -$6.08K -100 -0.8%
BFG
1707
Berger Financial Group
Minnesota
$805K -$2.43K -40 -0.3%
PHIC
1708
Pine Haven Investment Counsel
Massachusetts
$804K – – –
FZCM
1709
Flynn Zito Capital Management
New York
$803K -$98.6K -1,622 -11%
CRIG
1710
Charter Research & Investment Group
Connecticut
$803K – – –
SLT
1711
St Louis Trust
Missouri
$801K – – –
CCFCSB
1712
Cape Cod Five Cents Savings Bank
Massachusetts
$800K -$34.9K -574 -4%
LWMM
1713
Legacy Wealth Management (Mississippi)
Mississippi
$799K – – –
MSE
1714
MUFG Securities EMEA
United Kingdom
$798K -$20.9M -343,187 -96%
AFAS
1715
Acorn Financial Advisory Services
Virginia
$798K +$539K +8,869 +221%
CPWA
1716
Cerro Pacific Wealth Advisors
California
$796K -$13.3K -219 -2%
MCM
1717
MV Capital Management
Maryland
$795K +$48.8K +802 +7%
DAC
1718
Dividend Assets Capital
South Carolina
$790K -$47.3K -778 -6%
MIA
1719
MainStreet Investment Advisors
Illinois
$788K -$6.99K -115 -0.9%
CL
1720
CPWM LLC
Washington
$788K +$446K +7,337 +136%
FNBTCON
1721
First National Bank & Trust Co of Newtown
Pennsylvania
$786K -$26.7K -439 -3%
BEC
1722
Blue Edge Capital
Virginia
$784K +$15.9K +261 +2%
AFG
1723
Allegheny Financial Group
Pennsylvania
$784K -$2.07K -34 -0.3%
BB
1724
Bell Bank
North Dakota
$783K -$2.13K -35 -0.3%
EBSAM
1725
Eubel Brady & Suttman Asset Management
Ohio
$782K – – –
67 68
69
70 71