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Name Holding Trade Value Shares
Change 		Change in
Stake
ZIC
1626
ZWJ Investment Counsel
Georgia
$357K -$28.9K -150 -6%
MYIA
1627
Mount Yale Investment Advisors
Colorado
$357K -$351K -1,820 -45%
WMA
1628
Wealth Management Associates
New Jersey
$354K -$25.1K -130 -6%
FIM
1629
Freedom Investment Management
Connecticut
$353K -$293K -1,520 -41%
LEA
1630
Legacy Edge Advisors
New York
$353K +$19.3K +100 +5%
LCM
1631
LCM Capital Management
Illinois
$353K +$27.9K +145 +7%
CPCM
1632
Cardinal Point Capital Management
Ontario, Canada
$352K – – –
BFG
1633
Birch Financial Group
New Hampshire
$351K +$15.4K +80 +4%
AFS
1634
Anderson Financial Strategies
Ohio
$351K +$425K +2,205 New
HR
1635
Howe & Rusling
New York
$350K -$9.64K -50 -2%
DWS
1636
Dynamic Wealth Strategies
California
$350K +$10.6K +55 +3%
CT
1637
Caldwell Trust
Florida
$350K +$121K +630 +40%
CPA
1638
Capital Performance Advisors
California
$350K +$423K +2,195 New
KA
1639
Klingman & Associates
New York
$347K +$37.6K +195 +10%
RF
1640
Rossby Financial
Florida
$347K +$354K +1,835 New
DJYG
1641
David J. Yvars Group
Florida
$346K – – –
FI
1642
Finivi Inc
Massachusetts
$346K +$56.9K +295 +16%
AFPL
1643
Advus Financial Partners, LLC
Florida
$345K +$128K +665 +44%
MWA
1644
Midland Wealth Advisors
Illinois
$343K -$33.7K -175 -8%
OFS
1645
OneAscent Financial Services
Alabama
$343K -$61.7K -320 -13%
IP
1646
Interval Partners
New York
$339K -$1.68M -8,700 -80%
B
1647
Bellecapital
Switzerland
$339K – – –
OC
1648
Oarsman Capital
Wisconsin
$339K +$43.4K +225 +12%
KC
1649
Knuff & Co
California
$338K – – –
YP
1650
YANKCOM Partnership
South Dakota
$338K +$36.6K +190 +10%
64 65
66
67 68