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Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1401
Patriot Financial Group Insurance Agency
Massachusetts
$1.88M -$977K -2,826 -35%
DC
1402
DeDora Capital
California
$1.88M -$86.5K -250 -5%
SAM
1403
S.A. Mason
Michigan
$1.87M +$17.3K +50 +1%
PLFAM
1404
Pineno Levin & Ford Asset Management
Virginia
$1.87M +$237K +686 +15%
MFGM
1405
Marshall Financial Group (Maryland)
Maryland
$1.87M +$339K +981 +23%
WIS
1406
Wright Investors Service
Connecticut
$1.87M -$959K -2,774 -35%
MIA
1407
MainStreet Investment Advisors
Illinois
$1.86M -$36.3K -105 -2%
S
1408
SimplyRich
California
$1.86M +$3.8K +11 +0.2%
HCC
1409
Hirtle Callaghan & Co
Pennsylvania
$1.86M +$1.79M +5,170 New
PFT
1410
Providence First Trust
Arizona
$1.86M – – –
NHC
1411
Nicholas Hoffman & Company
Georgia
$1.85M -$401K -1,160 -18%
LNB
1412
Ledyard National Bank
$1.85M -$118K -341 -6%
GBT
1413
Grove Bank & Trust
Florida
$1.84M +$155K +449 +10%
EWS
1414
Evergreen Wealth Solutions
Pennsylvania
$1.84M +$1.78M +5,133 New
IAIM
1415
International Assets Investment Management
Florida
$1.84M +$454K +1,314 +34%
WAS
1416
Winch Advisory Services
Wisconsin
$1.84M +$46.3K +134 +3%
WI
1417
Wedgewood Investors
Pennsylvania
$1.83M – – –
LA
1418
LVW Advisors
New York
$1.83M -$345K -997 -16%
IC
1419
Inverness Counsel
New York
$1.82M -$494K -1,429 -22%
AFA
1420
Abacus FCF Advisors
Florida
$1.82M – – –
SFG
1421
Sovereign Financial Group
Connecticut
$1.82M +$6.57K +19 +0.4%
FUBT
1422
First United Bank & Trust
Maryland
$1.81M -$29.4K -85 -2%
CCG
1423
Cloverfields Capital Group
Minnesota
$1.81M +$1.74M +5,040 New
CI
1424
CX Institutional
Indiana
$1.8M +$1.07M +3,085 +160%
MYIA
1425
Mount Yale Investment Advisors
Colorado
$1.8M -$2.08K -6 -0.1%
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