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Name Holding Trade Value Shares
Change 		Change in
Stake
NPF
2551
Norris Perne & French
Michigan
$263K -$5.34K -93 -2%
SFFS
2552
Stonehage Fleming Financial Services
Jersey
$263K – – –
SFA
2553
Source Financial Advisors
New York
$259K -$19.8K -345 -7%
CBT
2554
Central Bank & Trust
Kentucky
$259K -$14.9K -259 -5%
SPI
2555
Santori & Peters Inc
Pennsylvania
$259K -$3.73K -65 -1%
FMP
2556
Financial Management Professionals
Texas
$259K +$14.4K +251 +6%
KA
2557
Klingman & Associates
New York
$258K -$113K -1,970 -30%
SHGA
2558
Sand Hill Global Advisors
California
$258K -$22.6K -393 -8%
SFP
2559
Sterling Financial Planning
New Jersey
$258K +$57 +1 +0%
PWA
2560
Physician Wealth Advisors
Utah
$258K +$13.3K +231 +5%
MIG
2561
McGuire Investment Group
Rhode Island
$258K +$264K +4,602 New
DI
2562
Diligent Investors
California
$257K -$92.7K -1,615 -26%
RWM
2563
RKL Wealth Management
Pennsylvania
$257K -$3.62K -63 -1%
TC
2564
Trust Company
Kansas
$256K -$66.7K -1,163 -20%
BMCM
2565
Bryn Mawr Capital Management
Pennsylvania
$256K – – –
CWM
2566
Chronos Wealth Management
Florida
$256K – – –
MAM
2567
MMA Asset Management
Pennsylvania
$256K +$13.5K +235 +5%
TIM
2568
Total Investment Management
Arizona
$255K -$5.11K -89 -2%
SA
2569
Sicart Associates
New York
$255K – – –
WAM
2570
WealthTrust Asset Management
Florida
$255K +$261K +4,553 New
TA
2571
Trellis Advisors
Washington
$253K -$9.47K -165 -4%
BDF
2572
Black Diamond Financial
Maryland
$253K – – –
1W
2573
1776 Wealth
Georgia
$253K +$4.53K +79 +2%
BWA
2574
Beam Wealth Advisors
Louisiana
$253K +$35.5K +619 +16%
APW
2575
Austin Private Wealth
Texas
$252K -$22.2K -387 -8%
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103
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