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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1876
Evermay Wealth Management
Virginia
$98.5K – – –
BC
1877
Barrett & Company
Rhode Island
$98.5K +$95.9K +210 New
WPWM
1878
Western Pacific Wealth Management
Illinois
$98.1K – – –
FP
1879
Financial Perspectives
Minnesota
$96.2K – – –
FDCP
1880
Foster Dykema Cabot & Partners
Massachusetts
$95.2K +$92.7K +203 New
HIA
1881
Harbor Investment Advisory
Maryland
$94.3K – – –
SNB
1882
Security National Bank
Nebraska
$93.8K -$137K -300 -60%
LC
1883
Lavaca Capital
Texas
$93.8K – – –
MMG
1884
Monetary Management Group
Missouri
$93.8K – – –
TIM
1885
Thompson Investment Management
Wisconsin
$93.8K – – –
WBWA
1886
William B. Walkup & Associates
South Carolina
$93.8K – – –
CBT
1887
CoreFirst Bank & Trust
Kansas
$93.8K +$91.3K +200 New
MIM
1888
Meridiem Investment Management
United Kingdom
$92.4K -$63K -138 -41%
GC
1889
Garde Capital
Washington
$92K +$36.5K +80 +69%
SL
1890
Salomon & Ludwin
Virginia
$91.6K – – –
FF
1891
Friedenthal Financial
New Jersey
$91.5K +$89K +195 New
OAJ
1892
Ogorek Anthony Joseph
New York
$90K +$913 +2 +1%
CBT
1893
Crews Bank & Trust
Florida
$88.2K – – –
MSWM
1894
Mowery & Schoenfeld Wealth Management
Illinois
$86.8K – – –
HCM
1895
Hollencrest Capital Management
California
$85.4K – – –
NFSG
1896
Newbridge Financial Services Group
Florida
$84.6K +$42K +92 +105%
BIA
1897
Bell Investment Advisors
California
$84K +$4.11K +9 +5%
MFG
1898
Mendota Financial Group
Wisconsin
$83.5K – – –
AP
1899
Atwood & Palmer
Missouri
$83K – – –
SWP
1900
Strategic Wealth Partners
Ohio
$83K +$80.8K +177 New
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