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Name Holding Trade Value Shares
Change 		Change in
Stake
HVP
2776
Hudson Value Partners
Florida
$245K +$235K +987 New
ATI
2777
ARK & TLK Investments
Oklahoma
$245K +$234K +985 New
HA
2778
Hofer & Associates
California
$245K -$4.04K -17 -2%
CIG
2779
Cascade Investment Group
Colorado
$245K +$1.19K +5 +0.5%
BF
2780
Brogan Financial
Tennessee
$245K -$3.56K -15 -2%
MWM
2781
Marietta Wealth Management
Georgia
$244K – – –
CPW
2782
Catalyst Private Wealth
California
$243K -$11.9K -50 -5%
BHWM
2783
Bay Harbor Wealth Management
Maryland
$242K – – –
ACM
2784
Andina Capital Management
Utah
$242K +$231K +974 New
LT
2785
Legacy Trust
Michigan
$242K +$475 +2 +0.2%
AT
2786
Avalon Trust
New Mexico
$242K – – –
CTA
2787
Colonial Trust Advisors
South Carolina
$242K +$4.99K +21 +2%
OPA
2788
Old Port Advisors
Maine
$242K +$6.18K +26 +3%
GWM
2789
GSB Wealth Management
Connecticut
$241K -$951 -4 -0.4%
FCM
2790
Family Capital Management
Michigan
$241K -$9.74K -41 -4%
BWM
2791
Brown Wealth Management
Illinois
$241K -$238 -1 -0.1%
HIMC
2792
Heritage Investors Management Corp
Maryland
$241K – – –
TA
2793
Tectonic Advisors
Texas
$241K – – –
AA
2794
Axiom Advisory
California
$240K -$2.61K -11 -1%
FIC
2795
Family Investment Center
Missouri
$240K +$230K +966 New
WAG
2796
Wiser Advisor Group
Arizona
$240K +$229K +965 New
LF
2797
Lantz Financial
Illinois
$240K +$229K +964 New
WWC
2798
Waypoint Wealth Counsel
Georgia
$239K +$14K +59 +7%
DWM
2799
Denver Wealth Management
Colorado
$239K -$8.08K -34 -3%
VCG
2800
Vantage Consulting Group
Virginia
$239K -$5.94K -25 -3%
110 111
112
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