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Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
1676
Dynamic Financial Group
Iowa
$357K – – –
EFG
1677
Embree Financial Group
Illinois
$357K +$12.2K +24 +4%
MSCM
1678
McElhenny Sheffield Capital Management
Texas
$357K +$348K +687 New
LAM
1679
Lifestyle Asset Management
Texas
$355K +$11.1K +22 +3%
KSB
1680
Kennebec Savings Bank
Maine
$355K +$203K +400 +140%
FMTC
1681
Farmers & Merchants Trust Company
California
$355K +$82.6K +163 +31%
PWP
1682
Ponta Wealth Partners
Florida
$353K +$139K +275 +68%
OMC
1683
Overbrook Management Corp
New York
$353K +$344K +680 New
EFA
1684
Evernest Financial Advisors
Indiana
$351K +$19.8K +39 +6%
RFN
1685
RDA Financial Network
Iowa
$350K -$3.54K -7 -1%
VFA
1686
Voya Financial Advisors
Connecticut
$350K +$46.6K +92 +16%
CT
1687
Colonial Trust
South Carolina
$350K -$30.9K -61 -8%
CWMP
1688
Clarion Wealth Managment Partners
Virginia
$349K – – –
ABLA
1689
Alan B. Lancz & Associates
Ohio
$348K – – –
RIG
1690
RiverFront Investment Group
Virginia
$348K +$100K +198 +42%
PAM
1691
Parvin Asset Management
South Dakota
$346K – – –
KC
1692
Karras Company
Utah
$343K +$16.7K +33 +5%
APA
1693
Astoria Portfolio Advisors
New York
$343K – – –
LCS
1694
Levin Capital Strategies
New York
$343K – – –
RAM
1695
Redmond Asset Management
Virginia
$343K – – –
HFS
1696
Hoge Financial Services
Pennsylvania
$342K +$6.08K +12 +2%
OCM
1697
One Capital Management
California
$340K – – –
CWA
1698
Crusonia Wealth Advisors
Colorado
$339K +$10.6K +21 +3%
TBNY
1699
Trustco Bank (New York)
New York
$337K +$329K +650 New
OWA
1700
Outlook Wealth Advisors
Texas
$336K -$2.53K -5 -0.8%
66 67
68
69 70