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Name Holding Trade Value Shares
Change 		Change in
Stake
PWSG
2051
Pacific Wealth Strategies Group
California
$266K – – –
SFG
2052
StrategIQ Financial Group
Indiana
$266K – – –
CBTWT
2053
Community Bank & Trust (Waco, Texas)
Texas
$265K +$1.38K +10 +0.5%
FBC
2054
Fairfield, Bush & Co
Connecticut
$264K – – –
PFGIA
2055
Patriot Financial Group Insurance Agency
Massachusetts
$264K +$62.8K +455 +29%
MCG
2056
MACRO Consulting Group
New Jersey
$264K +$275K +1,989 New
SCA
2057
STALEY CAPITAL ADVISERS
Pennsylvania
$262K – – –
ATC
2058
Adirondack Trust Company
New York
$261K +$8.29K +60 +3%
SCA
2059
Sage Capital Advisors
South Dakota
$260K -$2.14M -15,509 -89%
OWA
2060
One Wealth Advisors
California
$260K -$20.3K -147 -7%
FTI
2061
Fiduciary Trust International
Massachusetts
$260K +$24.4K +177 +10%
CF
2062
Corrigan Financial
Rhode Island
$260K +$14.8K +107 +6%
TF
2063
Tompkins Financial
New York
$259K – – –
TA
2064
Trellis Advisors
Washington
$259K +$6.77K +49 +3%
WC
2065
Weil Company
California
$258K -$4.14K -30 -2%
BFIM
2066
Beese Fulmer Investment Management
Ohio
$258K – – –
CGA
2067
Crescent Grove Advisors
Illinois
$258K +$14.5K +105 +6%
GBBWRPM
2068
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$258K +$270K +1,958 New
WA
2069
WealthTrust-Arizona
Arizona
$257K +$2.07K +15 +0.8%
BBA
2070
Braun-Bostich & Associates
Pennsylvania
$255K +$8.98K +65 +3%
FCIM
2071
Fairview Capital Investment Management
California
$254K +$8.43K +61 +3%
LFASL
2072
Lugano Financial Advisors SA (LFA)
Switzerland
$252K – – –
ESBC
2073
E.S. Barr & Co
Kentucky
$252K +$3.04K +22 +1%
AW
2074
Alpha Windward
Massachusetts
$251K -$23.2K -168 -8%
HCM
2075
HGI Capital Management
New York
$251K – – –
81 82
83
84 85