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Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
1801
Valley Brook Capital Group
Pennsylvania
$653K +$609K +1,830 New
WCM
1802
Wedge Capital Management
North Carolina
$652K – – –
KMWM
1803
Keudell/Morrison Wealth Management
Oregon
$651K -$2.66K -8 -0.4%
CT
1804
Cambridge Trust
Massachusetts
$650K -$41.9K -126 -6%
FMTC
1805
Farmers & Merchants Trust Company
California
$650K – – –
CIP
1806
Convergence Investment Partners
Florida
$649K +$14.6K +44 +2%
BWP
1807
Baldwin Wealth Partners
Massachusetts
$647K -$66.5K -200 -10%
EGA
1808
E&G Advisors
Texas
$642K -$6.65K -20 -1%
EGM
1809
Engineers Gate Manager
New York
$641K -$2.35M -7,063 -80%
FSA
1810
Financial Sense Advisors
California
$640K +$37.3K +112 +7%
RIM
1811
Regent Investment Management
Kentucky
$637K – – –
DI
1812
Diligent Investors
California
$637K +$593K +1,784 New
AA
1813
Argent Advisors
Louisiana
$633K +$59.5K +179 +11%
FCA
1814
FLC Capital Advisors
California
$632K +$31.6K +95 +6%
OR
1815
Olympiad Research
Connecticut
$628K +$79.5K +239 +16%
LFA
1816
Legacy Financial Advisors
Kentucky
$627K +$38.9K +117 +7%
HC
1817
Hendley & Co
Ohio
$625K -$151K -453 -21%
VWA
1818
Visionary Wealth Advisors
Illinois
$624K +$340K +1,021 +140%
GAG
1819
GM Advisory Group
New York
$623K -$251K -756 -30%
EPWM
1820
Essex Private Wealth Management
Massachusetts
$622K +$333 +1 +0.1%
HGWM
1821
Horst & Graben Wealth Management
Oregon
$621K – – –
RZH
1822
Relyea Zuckerberg Hanson
Connecticut
$619K -$110K -330 -16%
MAM
1823
McLean Asset Management
Virginia
$616K +$574K +1,725 New
TCM
1824
Tuttle Capital Management
Connecticut
$615K +$573K +1,722 New
RW
1825
REDW Wealth
New Mexico
$614K – – –
71 72
73
74 75