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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1726
Monograph Wealth Advisors
California
$453K -$793K -7,381 -64%
OPTFSNA
1727
Old Point Trust & Financial Services N A
Virginia
$453K – – –
LWM
1728
Liberty Wealth Management
California
$453K -$860 -8 -0.2%
AS
1729
Altshuler Shaham
Israel
$451K – – –
PA
1730
PFG Advisors
Arizona
$451K +$2.47K +23 +0.6%
WMA
1731
Wealth Management Associates
New Jersey
$451K -$14.1K -131 -3%
SFS
1732
Summit Financial Strategies
Ohio
$450K -$51.8K -482 -10%
VCA
1733
Verdence Capital Advisors
Maryland
$450K +$12.5K +116 +3%
FM
1734
Family Management
New York
$450K +$645 +6 +0.1%
BSA
1735
Bull Street Advisors
Georgia
$449K -$4.84K -45 -1%
GIM
1736
Goelzer Investment Management
Indiana
$448K +$203K +1,893 +85%
NHC
1737
Nicholas Hoffman & Company
Georgia
$448K +$8.6K +80 +2%
PWM
1738
Prentice Wealth Management
New York
$445K +$2.69K +25 +0.6%
CBT
1739
Central Bank & Trust
Kentucky
$444K +$103K +960 +31%
EWM
1740
EPG Wealth Management
Georgia
$444K +$22K +205 +5%
WKWM
1741
Walter & Keenan Wealth Management
Indiana
$444K +$51.8K +482 +13%
WA
1742
Wambolt & Associates
Colorado
$444K -$11.6K -108 -3%
OWP
1743
Obermeyer Wealth Partners
Colorado
$443K -$375K -3,494 -46%
TPW
1744
Transatlantique Private Wealth
New York
$443K -$19.6K -182 -4%
PWW
1745
Pettyjohn Wood & White
Virginia
$443K -$44.4K -413 -9%
BCG
1746
Breakwater Capital Group
New Jersey
$442K +$31.9K +297 +7%
PFP
1747
Paragon Financial Partners
California
$442K -$1.29K -12 -0.3%
OAM
1748
Oxford Asset Management
United Kingdom
$440K +$436K +4,056 New
FNFDCM
1749
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$440K +$22K +205 +5%
JCM
1750
Jacobi Capital Management
Pennsylvania
$437K +$37.1K +345 +9%
68 69
70
71 72