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Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
1826
Capital Asset Advisory Services
Michigan
$450K +$218K +1,319 +96%
SIM
1827
SSI Investment Management
California
$448K -$825 -5 -0.2%
FAG
1828
Financial Advisory Group
Texas
$448K – – –
FFA
1829
Fragasso Financial Advisors
Pennsylvania
$448K +$660 +4 +0.1%
LRWA
1830
Long Run Wealth Advisors
New York
$448K +$444K +2,690 New
SF
1831
Summit Financial
New Jersey
$447K +$182K +1,101 +70%
EIA
1832
Edgemoor Investment Advisors
Maryland
$446K – – –
G
1833
GenTrust
Florida
$446K – – –
SWM
1834
Scissortail Wealth Management
Oklahoma
$446K +$442K +2,677 New
CIG
1835
Cairn Investment Group
Washington
$444K -$49.5K -300 -10%
BFG
1836
Bouchey Financial Group
New York
$443K +$94.7K +574 +28%
HHGA
1837
Halbert Hargrove Global Advisors
California
$442K -$80.3K -487 -16%
MHR
1838
Matthew Hamilton Rosenberg
$440K +$165 +1 +0%
SFG
1839
SNS Financial Group
Minnesota
$439K -$825 -5 -0.2%
AI
1840
AXS Investments
New York
$439K +$435K +2,636 New
MME
1841
Meag Munich Ergo
Germany
$438K – – –
MA
1842
MJP Associates
Connecticut
$438K +$76.5K +464 +21%
OCPWS
1843
One Charles Private Wealth Services
Massachusetts
$437K – – –
SGA
1844
Sustainable Growth Advisers
Connecticut
$436K -$428M -2,595,320 -100%
MFC
1845
Mechanics Financial Corp
Ohio
$434K +$430K +2,605 New
JCM
1846
Jacobi Capital Management
Pennsylvania
$433K -$15.5K -94 -3%
MCM
1847
McRae Capital Management
New Jersey
$433K +$66K +400 +18%
PCG
1848
Private Capital Group
Connecticut
$432K -$13.4K -81 -3%
SIA
1849
Soltis Investment Advisors
Utah
$432K +$25.2K +153 +6%
DWM
1850
Drive Wealth Management
Utah
$431K +$427K +2,586 New
72 73
74
75 76