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Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
1001
Delta Financial Advisors
Louisiana
$304K – – –
MCM
1002
Maryland Capital Management
Maryland
$302K +$320K +2,190 New
SEP
1003
Southland Equity Partners
Missouri
$300K – – –
TFGT
1004
TS Financial Group (TSFG)
Illinois
$300K -$190K -1,300 -37%
EWM
1005
Executive Wealth Management
Michigan
$300K -$2.92K -20 -0.9%
WP
1006
WealthPLAN Partners
Nebraska
$300K +$7.31K +50 +2%
AWE
1007
Avidian Wealth Enterprises
Texas
$299K – – –
FNC
1008
First National Corp
Massachusetts
$299K – – –
FH
1009
FWG Holdings
Florida
$299K +$132K +900 +39%
TIM
1010
Total Investment Management
Arizona
$299K +$317K +2,170 New
MTC
1011
McDaniel Terry & Co
Texas
$296K – – –
QCIG
1012
Quad-Cities Investment Group
Iowa
$296K +$314K +2,150 New
CAM
1013
Carret Asset Management
New York
$295K – – –
SIMG
1014
Stephens Investment Management Group
Texas
$295K – – –
CPO
1015
Cerity Partners OCIO
New York
$295K +$4.38K +30 +1%
FMTC
1016
Farmers & Merchants Trust Company
California
$294K – – –
PM
1017
Pembroke Management
Quebec, Canada
$294K +$247K +1,690 New
WFA
1018
WMG Financial Advisors
Tennessee
$294K +$311K +2,130 New
PSUF
1019
People's United Financial
Connecticut
$293K -$19K -130 -6%
BCM
1020
Bourgeon Capital Management
Connecticut
$293K – – –
FVWA
1021
Foster Victor Wealth Advisors
South Carolina
$292K – – –
PCM
1022
Pennsylvania Capital Management
Pennsylvania
$292K – – –
TCWM
1023
Total Clarity Wealth Management
Illinois
$291K -$13.2K -90 -4%
EWM
1024
Elite Wealth Management
Washington
$288K -$93.5K -640 -23%
SCA
1025
Spearhead Capital Advisors
Florida
$288K +$26.3K +180 +9%
39 40
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