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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1851
Lyell Wealth Management
California
$337K +$63.7K +1,384 +23%
PSP
1852
Principal Street Partners
Tennessee
$334K -$75.7K -1,644 -18%
TC
1853
Truvestments Capital
Florida
$334K -$12.3K -267 -3%
VFP
1854
Verus Financial Partners
Virginia
$334K +$46 +1 +0%
NGA
1855
Naples Global Advisors
Florida
$334K +$111K +2,420 +48%
FM
1856
Family Management
New York
$334K +$131K +2,844 +61%
OIA
1857
Optimum Investment Advisors
Illinois
$333K -$19.2K -416 -5%
NFG
1858
Nadler Financial Group
Illinois
$332K +$415 +9 +0.1%
IA
1859
Independence Advisors
Pennsylvania
$331K -$2.63K -57 -0.8%
LC
1860
Landaas & Company
Wisconsin
$330K – – –
PWM
1861
Paulson Wealth Management
Illinois
$329K +$32.9K +715 +11%
SB
1862
Sunflower Bank
Texas
$329K +$339K +7,370 New
JGGDR
1863
JGP Global Gestao de Recursos
Brazil
$328K +$339K +7,350 New
PCFFS
1864
Pacific Center for Financial Services
California
$327K -$4.61K -100 -1%
PCM
1865
Pennsylvania Capital Management
Pennsylvania
$327K +$338K +7,329 New
PP
1866
Professional Planning
California
$327K +$338K +7,329 New
ITIM
1867
Indiana Trust & Investment Management
Indiana
$326K – – –
KFI
1868
Key Financial Inc
Pennsylvania
$326K +$30.5K +663 +10%
MS
1869
Maven Securities
Jersey
$326K +$336K +7,300 New
RIM
1870
Rockbridge Investment Management
New York
$323K +$333K +7,220 New
BHTS
1871
Bar Harbor Trust Services
Maine
$322K -$146K -3,180 -31%
CS
1872
Capital Square
Tennessee
$322K -$3.27K -71 -1%
AMCA
1873
Arthur M. Cohen & Associates
Illinois
$322K +$25.3K +550 +8%
CAM
1874
Congress Asset Management
Massachusetts
$321K -$4.61K -100 -1%
9WM
1875
9258 Wealth Management
Ohio
$320K +$1.1K +24 +0.3%
73 74
75
76 77