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Name Holding Trade Value Shares
Change 		Change in
Stake
FI
2101
FWG Investments
Kentucky
$637K +$21.2K +93 +4%
BFIC
2102
Bedell Frazier Investment Counselling
California
$636K -$42.6K -187 -7%
NRC
2103
New Republic Capital
North Carolina
$633K -$23.5K -103 -4%
PAM
2104
Pegasus Asset Management
New York
$633K -$1.14K -5 -0.2%
OFG
2105
Oxford Financial Group
Indiana
$632K -$307K -1,347 -36%
WAM
2106
WealthTrust Asset Management
Florida
$631K +$228 +1 +0%
MA
2107
Montag & Associates
Georgia
$630K -$421K -1,848 -43%
CP
2108
Creekside Partners
California
$629K – – –
CTB
2109
Country Trust Bank
Illinois
$628K -$8.89K -39 -2%
KFS
2110
Keynote Financial Services
Connecticut
$628K -$1.82K -8 -0.3%
BEW
2111
Burton Enright Welch
California
$627K +$2.28K +10 +0.4%
LF
2112
LifeSteps Financial
California
$627K -$24.4K -107 -4%
WQ
2113
Wealth Quarterback
New Jersey
$627K +$1.82K +8 +0.3%
WMA
2114
West Michigan Advisors
Michigan
$625K -$649K -2,848 -54%
BFO
2115
Biltmore Family Office
North Carolina
$622K -$13.2K -58 -2%
TFIPS
2116
Towarzystwo Funduszy Inwestycyjnych PZU SA
$620K +$38.8K +170 +8%
RWA
2117
Rooted Wealth Advisors
Illinois
$619K -$16K -70 -3%
ACM
2118
Allred Capital Management
Texas
$619K +$684 +3 +0.1%
IBOK
2119
Independence Bank of Kentucky
Kentucky
$619K +$45.2K +198 +9%
CFAM
2120
Center For Asset Management
Florida
$619K -$26.5K -116 -5%
DFA
2121
Delta Financial Advisors
Louisiana
$617K – – –
SWA
2122
SOA Wealth Advisors
New York
$617K -$248K -1,087 -32%
HIM
2123
Hillsdale Investment Management
Ontario, Canada
$615K +$256K +1,124 +92%
OC
2124
Opinicus Capital
Florida
$615K -$15.1K -66 -3%
KSB
2125
Kennebec Savings Bank
Maine
$614K +$535K +2,345 New
83 84
85
86 87