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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
2601
FCA Corp
Texas
$503K -$190K -921 -27%
HLOC
2602
H.L. Ormond & Company
North Carolina
$502K -$392K -1,898 -43%
WAM
2603
Winslow Asset Management
Ohio
$502K – – –
CWM
2604
Chesapeake Wealth Management
Virginia
$501K -$8.27K -40 -2%
AFA
2605
Arlington Financial Advisors
California
$501K – – –
NMG
2606
New Millennium Group
Utah
$500K -$232K -1,122 -31%
BFC
2607
Bedel Financial Consulting
Indiana
$500K +$26.2K +127 +5%
PC
2608
Permit Capital
Pennsylvania
$497K -$51.7K -250 -9%
ARG
2609
Advisory Resource Group
Oklahoma
$496K -$63.9K -309 -11%
UL
2610
Unionview LLC
Washington
$494K -$35.8K -173 -6%
CNFG
2611
Creegan & Nassoura Financial Group
New Hampshire
$494K – – –
KA
2612
Kercheville Advisors
Texas
$492K -$124K -600 -19%
BA
2613
Birinyi Associates
Connecticut
$492K – – –
HWM
2614
Hemington Wealth Management
Virginia
$492K +$18.4K +89 +4%
BFS
2615
Bickling Financial Services
Massachusetts
$491K +$1.03K +5 +0.2%
SWIM
2616
Smallwood Wealth Investment Management
New Jersey
$490K +$514K +2,487 New
AT
2617
Arvest Trust
Oklahoma
$488K +$5.79K +28 +1%
KFSC
2618
Keystone Financial Services (Colorado)
Colorado
$487K +$27.5K +133 +6%
HCM
2619
Hengehold Capital Management
Ohio
$486K +$9.3K +45 +2%
CWC
2620
Carolinas Wealth Consulting
North Carolina
$486K +$30.4K +147 +6%
LC
2621
Lavaca Capital
Texas
$485K +$6.2K +30 +1%
OL
2622
Optas LLC
Texas
$485K +$17.8K +86 +4%
CWM
2623
Cedar Wealth Management
California
$484K -$142K -689 -22%
TCBWMS
2624
Texas Capital Bank Wealth Management Services
Texas
$484K -$31.4K -152 -6%
IWA
2625
Intercontinental Wealth Advisors
Texas
$481K -$193K -933 -28%
103 104
105
106 107