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Name Holding Trade Value Shares
Change 		Change in
Stake
CRCM
1751
Corbett Road Capital Management
Virginia
$382K -$92.8K -312 -16%
AW
1752
Alpha Windward
Massachusetts
$382K -$19.6K -66 -4%
AM
1753
Atwater Malick
Pennsylvania
$381K – – –
MIM
1754
Moseley Investment Management
Florida
$381K +$30K +101 +7%
CWS
1755
Cypress Wealth Services
California
$380K +$91.6K +308 +24%
LWMM
1756
Legacy Wealth Management (Mississippi)
Mississippi
$377K +$464K +1,561 New
BS
1757
Boenning & Scattergood
Pennsylvania
$377K – – –
TFS
1758
TrustCore Financial Services
Tennessee
$377K +$16.6K +56 +4%
VC
1759
Vicus Capital
Pennsylvania
$376K -$9.22K -31 -2%
NNP
1760
Nachman Norwood & Parrott
South Carolina
$374K – – –
PWM
1761
PBMares Wealth Management
Virginia
$374K – – –
LBC
1762
Lowe Brockenbrough & Co
Virginia
$373K +$3.27K +11 +0.7%
UBG
1763
United Bank (Georgia)
Georgia
$370K -$290K -975 -39%
WC
1764
Weil Company
California
$367K -$17.8K -60 -4%
GSWM
1765
Golden State Wealth Management
California
$366K +$451K +1,516 New
ACP
1766
Arcus Capital Partners
Georgia
$365K – – –
PB
1767
Pinnacle Bancorp
Nebraska
$364K -$26.5K -89 -6%
AW
1768
ACG Wealth
Georgia
$364K +$17.2K +58 +4%
MIC
1769
Means Investment Company
Maine
$363K -$51.4K -173 -11%
PNC
1770
Park National Corp
Ohio
$363K -$15.5K -52 -3%
PFGIA
1771
Patriot Financial Group Insurance Agency
Massachusetts
$363K +$198K +666 +79%
PHAM
1772
Palisades Hudson Asset Management
Florida
$362K – – –
SC
1773
Skylands Capital
Wisconsin
$362K – – –
IFO
1774
Independent Family Office
New York
$362K +$446K +1,500 New
HC
1775
Hamilton Capital
Ohio
$361K -$397K -1,336 -47%
69 70
71
72 73