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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1151
Fortis Advisors
Pennsylvania
$7K -$199K -7,300 -97%
BCP
1152
Blackhawk Capital Partners
Wisconsin
$7K – – –
PG
1153
Patten Group
Tennessee
$7K – – –
MCA
1154
Mercer Capital Advisers
New Jersey
$7K +$6.81K +250 New
AGA
1155
Accuvest Global Advisors
Utah
$6K +$5.17K +190 New
EA
1156
Edge Advisors
Georgia
$5K – – –
OWA
1157
One Wealth Advisors
California
$5K – – –
CFG
1158
Citizens Financial Group
Rhode Island
$5K +$4.36K +160 New
PA
1159
Perennial Advisors
New York
$4K -$173K -6,360 -98%
PW
1160
Price Wealth
Texas
$4K -$4.08K -150 -50%
1IA
1161
1834 Investment Advisors
Wisconsin
$4K – – –
FEG
1162
Financial Enhancement Group
Indiana
$4K +$3.27K +120 New
RWP
1163
RWA Wealth Partners
Massachusetts
$4K +$3.54K +130 New
CCM
1164
Cribstone Capital Management
Maine
$4K +$4.08K +150 New
ARMC
1165
American Research & Management Company
Massachusetts
$3K -$2.72K -100 -53%
MPPLM
1166
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3K -$2.45K -90 -50%
AA
1167
AlphaMark Advisors
Kentucky
$3K – – –
KTC
1168
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
DBT
1169
Dubuque Bank & Trust
Iowa
$3K +$2.45K +90 New
LFG
1170
LifePlan Financial Group
Ohio
$3K +$2.72K +100 New
TI
1171
Truepoint Inc
Ohio
$2.46K -$406K -14,920 -67%
FMTCOCP
1172
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.07K – – –
CAM
1173
Close Asset Management
United Kingdom
$2K +$1.91K +70 New
NCM
1174
Northstar Capital Management
New York
$2K +$2.18K +80 New
SLF
1175
Sun Life Financial
Ontario, Canada
$1.98K -$97.5K -3,580 -38%
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47
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