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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2051
Corundum Group
Colorado
$435K +$23.6K +1,490 +4%
MWC
2052
MBM Wealth Consultants
Missouri
$435K +$201K +12,740 +58%
CC
2053
Cannell & Co
New York
$434K – – –
LSA
2054
Lion Street Advisors
Texas
$434K +$54.4K +3,440 +11%
BM
2055
Brandywine Managers
Delaware
$433K – – –
MIC
2056
Maxi Investments CY
Cyprus
$431K – – –
YWP
2057
YorkBridge Wealth Partners
New York
$431K +$52.6K +3,330 +10%
OBWG
2058
Onyx Bridge Wealth Group
New York
$430K -$6.17K -390 -1%
HFP
2059
Holistic Financial Partners
Indiana
$429K -$12.2K -770 -2%
FUBT
2060
First United Bank & Trust
Maryland
$428K +$315K +19,950 +130%
LPIC
2061
LeJeune Puetz Investment Counsel
Michigan
$427K -$126K -8,000 -19%
GHAM
2062
Gilman Hill Asset Management
Connecticut
$426K -$98.8K -6,250 -15%
FCA
2063
FinTrust Capital Advisors
South Carolina
$426K +$64.7K +4,090 +13%
MWM
2064
Mattern Wealth Management
Kansas
$425K -$158K -9,990 -22%
FAFN
2065
First Affirmative Financial Network
Colorado
$425K -$61.5K -3,890 -10%
PR
2066
Payden & Rygel
California
$425K – – –
SI
2067
Saxon Interests
Texas
$420K -$423K -26,780 -46%
DP
2068
Dearborn Partners
Illinois
$420K +$71.5K +4,520 +15%
ONST
2069
Old North State Trust
North Carolina
$420K +$547K +34,610 +115,367%
AWM
2070
Accel Wealth Management
Iowa
$418K +$59.3K +3,750 +13%
G
2071
GenTrust
Florida
$416K +$237K +15,010 +78%
BA
2072
BCM Advisors
Louisiana
$415K -$4.74K -300 -1%
LJAC
2073
L.J. Altfest & Co
New York
$415K +$66.7K +4,220 +14%
HLOC
2074
H.L. Ormond & Company
North Carolina
$414K +$137K +8,690 +34%
SFG
2075
Sunburst Financial Group
Alabama
$413K -$163K -10,280 -23%
81 82
83
84 85