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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2076
Drive Wealth Management
Utah
$232K -$28.8K -310 -11%
VF
2077
Vest Financial
Virginia
$232K +$236K +2,539 New
FCB
2078
First County Bank
Connecticut
$232K +$744 +8 +0.3%
CWM
2079
Campbell Wealth Management
Virginia
$232K +$22.7K +244 +11%
CIC
2080
Cornercap Investment Counsel
Georgia
$230K – – –
MIC
2081
Maxi Investments CY
Cyprus
$230K +$234K +2,518 New
CG
2082
CFO4Life Group
Texas
$230K -$17.1K -184 -7%
WI
2083
WrapManager Inc
California
$229K +$14.6K +157 +7%
NAS
2084
Nicolet Advisory Services
Wisconsin
$229K -$53K -570 -18%
HWP
2085
Hibernia Wealth Partners
Louisiana
$229K – – –
IDBONY
2086
Israel Discount Bank of New York
New York
$228K +$9.3K +100 +4%
ZAM
2087
Zevin Asset Management
Massachusetts
$228K -$32.7K -352 -12%
MIM
2088
Morningstar Investment Management
Illinois
$228K – – –
CWM
2089
Centurion Wealth Management
Virginia
$228K -$95.5K -1,027 -29%
M1FG
2090
Mach-1 Financial Group
Arkansas
$227K +$1.21K +13 +0.5%
LA
2091
LVW Advisors
New York
$227K -$32.6K -351 -12%
PWM
2092
PBMares Wealth Management
Virginia
$226K +$7.35K +79 +3%
AFG
2093
ABLE Financial Group
Arizona
$226K -$33.4K -359 -13%
CSIA
2094
Charles Schwab Investment Advisory
California
$226K +$6.51K +70 +3%
SOS
2095
Silver Oak Securities
Tennessee
$226K -$26.7K -287 -10%
RHJA
2096
Rice Hall James & Associates
California
$226K – – –
FIB
2097
First Interstate Bank
Montana
$225K -$26K -280 -10%
YWS
2098
Yarger Wealth Strategies
Ohio
$224K -$744 -8 -0.3%
AA
2099
AJ Advisors
Tennessee
$224K +$4.65K +50 +2%
GJCM
2100
Grand Jean Capital Management
California
$223K +$227K +2,437 New
82 83
84
85 86