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Name Holding Trade Value Shares
Change 		Change in
Stake
CVM
1851
Cheviot Value Management
California
$355K -$24.7K -176 -6%
SFG
1852
SNS Financial Group
Minnesota
$355K -$281 -2 -0.1%
MHR
1853
Matthew Hamilton Rosenberg
$355K -$141 -1 -0%
FFL
1854
Future Fund LLC
Illinois
$354K -$36.3K -258 -9%
FW
1855
FirstPurpose Wealth
Utah
$354K +$21.2K +151 +6%
5L
1856
55I LLC
Massachusetts
$354K +$41.6K +296 +13%
SWM
1857
Stockman Wealth Management
Montana
$353K -$85K -605 -19%
ML
1858
McAdam LLC
Pennsylvania
$353K +$9.28K +66 +3%
OCPWS
1859
One Charles Private Wealth Services
Massachusetts
$352K -$422 -3 -0.1%
CHC
1860
City Holding Co
West Virginia
$352K – – –
TSW
1861
Thompson Siegel & Walmsley
Virginia
$351K -$39.9K -284 -10%
MFC
1862
Mechanics Financial Corp
Ohio
$351K – – –
KM
1863
Kalos Management
Georgia
$350K +$75.9K +540 +26%
PAG
1864
Paladin Advisory Group
Iowa
$350K +$369K +2,627 New
SDWMA
1865
Schneider Downs Wealth Management Advisors
Pennsylvania
$347K +$7.87K +56 +2%
EWM
1866
Evermay Wealth Management
Virginia
$347K +$19.7K +140 +6%
EWA
1867
EverSource Wealth Advisors
Alabama
$347K +$184K +1,310 +103%
KWMG
1868
King Wealth Management Group
Florida
$345K -$417K -2,970 -54%
HP
1869
HT Partners
Connecticut
$345K – – –
SPC
1870
Stewart & Patten Company
California
$344K +$2.11K +15 +0.6%
KBFS
1871
Kohmann Bosshard Financial Services
Ohio
$344K +$19.8K +141 +6%
SAM
1872
Summit Asset Management
Tennessee
$343K – – –
WP
1873
WealthPLAN Partners
Nebraska
$343K +$17.7K +126 +5%
WIM
1874
WealthPlan Investment Management
Nebraska
$343K +$386K +2,747 New
MAM
1875
Magellan Asset Management
Australia
$342K +$85K +605 +31%
73 74
75
76 77