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Name Holding Trade Value Shares
Change 		Change in
Stake
WH
3951
Willner & Heller
California
$471K +$37.4K +58 +8%
LFS
3952
Lutz Financial Services
Nebraska
$470K +$27.1K +42 +5%
SWM
3953
Sagace Wealth Management
Florida
$470K +$268K +416 +104%
WFPG
3954
Waller Financial Planning Group
Ohio
$468K +$110K +171 +27%
CIA
3955
Citadel Investment Advisory
Ohio
$467K – – –
CC
3956
Cypress Capital
Tennessee
$467K +$66.5K +103 +15%
CWMS
3957
Cannon Wealth Management Services
North Carolina
$466K +$11K +17 +2%
GD
3958
Grandfield & Dodd
New York
$466K -$12.9K -20 -2%
BDL
3959
Banque de Luxembourg
Luxembourg
$466K -$74.8K -116 -13%
DWAM
3960
Duncan Williams Asset Management
Tennessee
$464K -$43.2K -67 -8%
KAM
3961
Kraft Asset Management
Tennessee
$464K – – –
SAM
3962
Summit Asset Management
Tennessee
$463K – – –
CS
3963
Capital Square
Tennessee
$463K +$10.3K +16 +2%
CNTOF
3964
Canandaigua National Trust of Florida
New York
$462K +$76.8K +119 +17%
PCA
3965
Purkiss Capital Advisors
Connecticut
$462K +$68.4K +106 +15%
LCM
3966
Lattice Capital Management
Washington
$461K – – –
VIM
3967
Vista Investment Management
Pennsylvania
$461K -$6.45K -10 -1%
LCM
3968
LVM Capital Management
Michigan
$459K – – –
BAM
3969
Brave Asset Management
New Jersey
$458K -$47.1K -73 -8%
WA
3970
WealthTrust Axiom
Pennsylvania
$457K -$50.3K -78 -9%
HTHT
3971
Hemenway Trust Hemenway Trust
New Hampshire
$457K +$47.1K +73 +10%
AFA
3972
Avant Financial Advisors
Texas
$457K -$36.1K -56 -7%
AWM
3973
Accel Wealth Management
Iowa
$456K +$45.8K +71 +10%
CPA
3974
Clear Point Advisors
New York
$454K -$160K -248 -24%
TA
3975
TPG Advisors
Illinois
$454K – – –
157 158
159
160 161