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Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
3951
Tandem Investment Advisors
South Carolina
$474K +$752K +1,166 New
EWA
3952
Emergent Wealth Advisors
New York
$473K -$279K -432 -35%
GCM
3953
Gables Capital Management
Florida
$473K +$416K +645 +369%
WH
3954
Willner & Heller
California
$471K +$37.4K +58 +8%
LFS
3955
Lutz Financial Services
Nebraska
$470K +$27.1K +42 +5%
SWM
3956
Sagace Wealth Management
Florida
$470K +$268K +416 +104%
WFPG
3957
Waller Financial Planning Group
Ohio
$468K +$110K +171 +27%
CIA
3958
Citadel Investment Advisory
Ohio
$467K – – –
CC
3959
Cypress Capital
Tennessee
$467K +$66.5K +103 +15%
CWMS
3960
Cannon Wealth Management Services
North Carolina
$466K +$11K +17 +2%
GD
3961
Grandfield & Dodd
New York
$466K -$12.9K -20 -2%
BDL
3962
Banque de Luxembourg
Luxembourg
$466K -$74.8K -116 -13%
DWAM
3963
Duncan Williams Asset Management
Tennessee
$464K -$43.2K -67 -8%
KAM
3964
Kraft Asset Management
Tennessee
$464K – – –
SAM
3965
Summit Asset Management
Tennessee
$463K – – –
CS
3966
Capital Square
Tennessee
$463K +$10.3K +16 +2%
CNTOF
3967
Canandaigua National Trust of Florida
New York
$462K +$76.8K +119 +17%
PCA
3968
Purkiss Capital Advisors
Connecticut
$462K +$68.4K +106 +15%
LCM
3969
Lattice Capital Management
Washington
$461K – – –
VIM
3970
Vista Investment Management
Pennsylvania
$461K -$6.45K -10 -1%
LCM
3971
LVM Capital Management
Michigan
$459K – – –
BAM
3972
Brave Asset Management
New Jersey
$458K -$47.1K -73 -8%
WA
3973
WealthTrust Axiom
Pennsylvania
$457K -$50.3K -78 -9%
HTHT
3974
Hemenway Trust Hemenway Trust
New Hampshire
$457K +$47.1K +73 +10%
AFA
3975
Avant Financial Advisors
Texas
$457K -$36.1K -56 -7%
157 158
159
160 161