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Name Holding Trade Value Shares
Change 		Change in
Stake
EFMC
1451
Empire Financial Management Company
New York
$551K – – –
SA
1452
Sovran Advisors
California
$548K +$570K +5,892 New
CIA
1453
Compass Ion Advisors
Pennsylvania
$548K -$2.23K -23 -0.4%
UAG
1454
United Advisor Group
Ohio
$548K -$425K -4,393 -42%
SSWM
1455
Sheets Smith Wealth Management
North Carolina
$548K -$95.2K -984 -14%
DI
1456
Diligent Investors
California
$548K +$196K +2,029 +51%
GDP
1457
Great Diamond Partners
Maine
$542K -$14.4K -149 -2%
PWM
1458
Proathlete Wealth Management
Florida
$541K +$2.42K +25 +0.4%
CT
1459
Clearstead Trust
Maine
$539K +$394K +4,075 +222%
CCWM
1460
Cassaday & Co Wealth Management
Virginia
$538K -$1.45K -15 -0.3%
BC
1461
Belmont Capital
California
$537K – – –
CWP
1462
Core Wealth Partners
California
$536K +$1.06K +11 +0.2%
PAM
1463
Palisade Asset Management
Minnesota
$532K -$97 -1 -0%
WG
1464
Welch Group
Alabama
$532K – – –
PB
1465
Pinnacle Bancorp
Nebraska
$530K -$20.3K -210 -3%
PWPS
1466
Pinnacle Wealth Planning Services
Ohio
$526K +$21.1K +218 +4%
WP
1467
WMS Partners
Maryland
$526K -$6.67K -69 -1%
LRPA
1468
L. Roy Papp & Associates
Arizona
$525K -$75K -775 -12%
WKWM
1469
Walter & Keenan Wealth Management
Indiana
$524K -$8.32K -86 -1%
UF
1470
Univest Financial
Pennsylvania
$524K -$413K -4,264 -43%
ACG
1471
Allen Capital Group
Nebraska
$523K +$51.5K +532 +10%
KIG
1472
Kessler Investment Group
Indiana
$523K +$88K +910 +19%
GIA
1473
GHP Investment Advisors
Colorado
$522K -$9.09K -94 -2%
VCA
1474
Verdence Capital Advisors
Maryland
$522K -$40.4K -418 -7%
MCM
1475
Mendel Capital Management
Arkansas
$522K +$9.77K +101 +2%
57 58
59
60 61