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Name Holding Trade Value Shares
Change 		Change in
Stake
SLG
2151
Stanley-Laman Group
Pennsylvania
$262K – – –
SFS
2152
Strategic Financial Services
New York
$262K +$56 +1 +0%
LPARFS
2153
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$262K +$279K +5,000 New
FSG
2154
Financial Strategies Group
Michigan
$258K +$5.3K +95 +2%
FVWA
2155
Foster Victor Wealth Advisors
South Carolina
$257K -$61.3K -1,100 -18%
PWM
2156
PBMares Wealth Management
Virginia
$257K -$21.2K -380 -7%
TWA
2157
TCI Wealth Advisors
Arizona
$256K -$573K -10,283 -68%
WTFG
2158
Wells Trecaso Financial Group
Ohio
$256K – – –
IF
2159
Insight Folios
North Carolina
$256K +$35.3K +633 +15%
RIG
2160
RiverFront Investment Group
Virginia
$254K -$6.08K -109 -2%
CST
2161
Charles Schwab Trust
Nevada
$254K +$42.1K +755 +18%
MC
2162
Mathes Company
New York
$253K – – –
DA
2163
Dillon & Associates
Michigan
$252K -$11.1K -199 -4%
FA
2164
Fagan Associates
New York
$252K -$2.9K -52 -1%
SIS
2165
Sound Income Strategies
Florida
$252K -$2.56K -46 -0.9%
LA
2166
Legacy Advisors
Pennsylvania
$252K +$1.39K +25 +0.5%
WFA
2167
WestHill Financial Advisors
California
$252K +$268K +4,812 New
OC
2168
Oarsman Capital
Wisconsin
$249K -$5.57K -100 -2%
CSM
2169
CAMG Solamere Management
North Carolina
$249K – – –
CS
2170
Cannell & Spears
New York
$249K – – –
LJHT
2171
Laurie J. Hall Trustee
$249K – – –
HFG
2172
Heron Financial Group
New York
$249K +$5.85K +105 +2%
MCM
2173
McRae Capital Management
New Jersey
$247K -$16.7K -300 -6%
CT
2174
Clearstead Trust
Maine
$247K +$259K +4,646 +7,875%
PP
2175
Prudential plc
United Kingdom
$246K -$11.2M -200,747 -98%
85 86
87
88 89