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Name Holding Trade Value Shares
Change 		Change in
Stake
IDA
1201
Intelligence Driven Advisers
California
$210K +$192K +6,480 New
CA
1202
Crewe Advisors
Utah
$209K -$81.8K -2,760 -30%
AMC
1203
Asset Management Corp
Illinois
$209K +$192K +6,460 New
CFFP
1204
Center for Financial Planning
Michigan
$207K +$189K +6,390 New
DLA
1205
Douglas Lane & Associates
New York
$206K -$104K -3,510 -36%
KPCM
1206
Kings Point Capital Management
New York
$205K +$8.3K +280 +5%
GCAC
1207
Guardian Capital Advisors (Canada)
Ontario, Canada
$205K +$185K +6,240 New
SAM
1208
Silvercrest Asset Management
New York
$205K +$188K +6,330 New
CG
1209
CFO4Life Group
Texas
$204K +$186K +6,290 New
CAM
1210
Close Asset Management
United Kingdom
$203K – – –
ECA
1211
Elevated Capital Advisors
Utah
$203K +$186K +6,280 New
VC
1212
Veracity Capital
Georgia
$203K +$186K +6,280 New
NCM
1213
Next Capital Management
New York
$202K +$104K +3,500 +128%
BBA
1214
BLB&B Advisors
Pennsylvania
$202K +$185K +6,250 New
MUS
1215
Mitsubishi UFJ Securities
Japan
$201K – – –
EWM
1216
EPG Wealth Management
Georgia
$199K +$183K +6,160 New
ETI
1217
Enterprise Trust & Investment
California
$195K -$14.8K -500 -8%
ATC
1218
Adirondack Trust Company
New York
$193K -$7.41K -250 -4%
PWMG
1219
Prestige Wealth Management Group
New Jersey
$191K -$139K -4,700 -44%
PA
1220
Procyon Advisors
Connecticut
$183K +$168K +5,660 New
CBT
1221
Capital Bank & Trust
California
$181K -$889 -30 -0.5%
ACM
1222
Anfield Capital Management
California
$181K +$145K +4,900 New
HCA
1223
Horan Capital Advisors
Ohio
$180K – – –
JCM
1224
Jacobi Capital Management
Pennsylvania
$176K -$63.7K -2,150 -28%
FCB
1225
First Command Bank
Texas
$176K +$20.5K +690 +14%
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