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Name Holding Trade Value Shares
Change 		Change in
Stake
UBV
1801
United Bank (Virginia)
Virginia
$397K -$11K -102 -3%
SPC
1802
Stewart & Patten Company
California
$397K – – –
DWM
1803
Drive Wealth Management
Utah
$396K +$89.2K +830 +30%
SMA
1804
Sage Mountain Advisors
Georgia
$396K +$13K +121 +3%
WP
1805
WMS Partners
Maryland
$396K +$6.88K +64 +2%
FDCP
1806
Foster Dykema Cabot & Partners
Massachusetts
$395K +$391K +3,640 New
NPT
1807
Nixon Peabody Trust
Massachusetts
$394K -$1.08M -10,086 -74%
TSW
1808
Three Seasons Wealth
Utah
$393K -$93.5K -870 -19%
FIA
1809
FNY Investment Advisers
New York
$392K -$220K -2,046 -36%
CCM
1810
Chiron Capital Management
Florida
$392K -$300K -2,793 -44%
FG
1811
Foster Group
Iowa
$391K – – –
HWMC
1812
Heritage Wealth Management (California)
California
$390K +$386K +3,592 New
RCA
1813
Resonant Capital Advisors
Wisconsin
$389K -$9.89K -92 -3%
DFA
1814
DHJJ Financial Advisors
Illinois
$388K -$31.6K -294 -8%
SMA
1815
Seven Mile Advisory
New Jersey
$388K +$21.3K +198 +6%
IAIM
1816
International Assets Investment Management
Florida
$388K -$21.4K -199 -5%
TIA
1817
Tiemann Investment Advisors
California
$383K +$19.9K +185 +6%
WAG
1818
Wallace Advisory Group
California
$381K -$13K -121 -3%
DPI
1819
Diversified Portfolios Inc
Michigan
$380K -$2.47K -23 -0.7%
KBFS
1820
Kohmann Bosshard Financial Services
Ohio
$378K +$36.4K +339 +11%
SIA
1821
Strategic Investment Advisors
Michigan
$378K -$12.4K -115 -3%
TCWA
1822
Turtle Creek Wealth Advisors
Texas
$377K +$374K +3,477 New
TFA
1823
TPG Financial Advisors
Oregon
$377K -$21.8K -203 -5%
TBC
1824
Ted Buchan & Co
California
$375K +$21.5K +200 +6%
MIM
1825
Morningstar Investment Management
Illinois
$375K +$371K +3,455 New
71 72
73
74 75