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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1201
Monarch Capital Management
Indiana
$984K -$43.1K -85 -4%
APIM
1202
Agate Pass Investment Management
Washington
$979K – – –
BMC
1203
Beaton Management Company
Massachusetts
$977K – – –
SPC
1204
Sigma Planning Corp
Michigan
$974K +$254K +501 +36%
FFC
1205
First Financial Corp
Indiana
$973K -$9.62K -19 -1%
HIC
1206
Holderness Investments Company
North Carolina
$970K – – –
AFP
1207
Ausdal Financial Partners
Iowa
$968K -$67.4K -133 -7%
WWM
1208
Whalen Wealth Management
Nevada
$966K +$46.1K +91 +5%
BTWM
1209
Baker Tilly Wealth Management
Wisconsin
$966K -$29.4K -58 -3%
CIA
1210
Capital Investment Advisors
Georgia
$957K +$22.3K +44 +2%
MW
1211
Maia Wealth
Colorado
$955K +$104K +205 +13%
DA
1212
Dover Advisors
Virginia
$954K +$19.2K +38 +2%
DJSG
1213
D.J. St. Germain
Massachusetts
$952K -$119K -235 -11%
CNBOF
1214
City National Bank of Florida
Florida
$949K +$217K +429 +31%
PWP
1215
Principle Wealth Partners
Connecticut
$948K +$71.4K +141 +8%
WPW
1216
Waldron Private Wealth
Pennsylvania
$944K +$187K +369 +25%
SSA
1217
South Street Advisors
New York
$942K – – –
MIA
1218
MainStreet Investment Advisors
Illinois
$941K +$919K +1,814 New
OCM
1219
Orleans Capital Management
Louisiana
$939K – – –
RZH
1220
Relyea Zuckerberg Hanson
Connecticut
$932K +$55.7K +110 +7%
AA
1221
Alta Advisers
United Kingdom
$930K – – –
DTC
1222
Davidson Trust Company
Washington
$927K -$506 -1 -0.1%
MFC
1223
Mechanics Financial Corp
Ohio
$926K +$461K +910 +104%
BI
1224
Bradyco Inc
Massachusetts
$923K – – –
RWM
1225
Revisor Wealth Management
Ohio
$919K +$339K +670 +61%
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