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Name Holding Trade Value Shares
Change 		Change in
Stake
DE
1926
Diversified Enterprises
Delaware
$1.63M -$7.28K -21 -0.6%
BRG
1927
Bay Rivers Group
Virginia
$1.63M -$82.9K -239 -6%
WFA
1928
Wellspring Financial Advisors
Ohio
$1.63M +$752K +2,169 +14%
IWN
1929
Independent Wealth Network
Iowa
$1.63M -$75.6K -218 -6%
CC
1930
Cornerstone Capital
California
$1.63M +$271K +782 +27%
NB
1931
Northwest Bancshares
Pennsylvania
$1.63M -$13.9K -40 -1%
MLIC
1932
Mandatum Life Insurance Company
Finland
$1.62M +$247K +713 +24%
CWA
1933
Choice Wealth Advisors
Maine
$1.62M – – –
CWA
1934
Cornerstone Wealth Advisors
Minnesota
$1.62M – – –
VRM
1935
Vectors Research Management
New York
$1.62M +$1.27M +3,650 New
ISL
1936
Ingalls & Snyder LLC
New York
$1.62M -$368K -1,061 -23%
BF
1937
bLong Financial
Tennessee
$1.62M -$15.6K -45 -1%
WF
1938
Womack Financial
Texas
$1.62M -$46.1K -133 -4%
IAG
1939
Investmark Advisory Group
Connecticut
$1.61M +$87.1K +251 +7%
CSPIA
1940
Cary Street Partners Investment Advisory
Virginia
$1.61M +$97.5K +281 +8%
BWP
1941
Bernardo Wealth Planning
Pennsylvania
$1.61M +$30.5K +88 +2%
BTD
1942
BankPlus Trust Department
Mississippi
$1.61M +$4.16K +12 +0.3%
WQ
1943
Wealth Quarterback
New Jersey
$1.61M +$64.2K +185 +5%
ICM
1944
Intrepid Capital Management
Florida
$1.6M -$39.9K -115 -3%
PA
1945
PSI Advisors
Florida
$1.6M +$167K +482 +15%
BFC
1946
Bedel Financial Consulting
Indiana
$1.6M +$1.39K +4 +0.1%
CIS
1947
Custom Index Systems
New York
$1.6M +$162K +468 +15%
NEWAS
1948
N.E.W. Advisory Services
Wisconsin
$1.6M +$1.39K +4 +0.1%
RFWA
1949
RPg Family Wealth Advisory
Massachusetts
$1.6M +$1.25M +3,593 New
HP
1950
Holistic Planning
Texas
$1.6M +$385K +1,109 +45%
76 77
78
79 80