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Name Holding Trade Value Shares
Change 		Change in
Stake
SL
2576
Salomon & Ludwin
Virginia
$183K – – –
PMFA
2577
Plante Moran Financial Advisors
Michigan
$181K -$14.5K -409 -8%
CP
2578
Castleview Partners
Texas
$181K +$38.1K +1,076 +29%
BCMLT
2579
Beacon Capital Management LLC (Tennessee)
Tennessee
$180K -$20.1K -567 -9%
A
2580
AJOVista
Massachusetts
$178K +$167K +4,734 New
FP
2581
Financial Perspectives
Minnesota
$177K +$5.94K +168 +4%
LFA
2582
LGT Financial Advisors
Texas
$176K -$92.6K -2,617 -36%
CA
2583
Centerpoint Advisors
Massachusetts
$176K -$1.03K -29 -0.6%
AWM
2584
Atticus Wealth Management
Florida
$174K -$19.7K -557 -11%
MFT
2585
Moisand Fitzgerald Tamayo
Florida
$173K – – –
TIM
2586
Tortoise Investment Management
New York
$173K +$14.5K +411 +10%
BHWM
2587
Beaird Harris Wealth Management
Texas
$173K +$12.1K +343 +8%
CCA
2588
Catalyst Capital Advisors
New York
$172K – – –
RG
2589
Retirement Group
California
$171K -$3.71K -105 -2%
FBC
2590
Fairfield, Bush & Co
Connecticut
$168K +$158K +4,460 New
NMG
2591
New Millennium Group
Utah
$166K +$148K +4,192 +1,897%
KFS
2592
Kelly Financial Services
Massachusetts
$164K -$33.5K -948 -18%
EC
2593
EdgeRock Capital
Colorado
$164K +$138K +3,896 New
CFG
2594
CKW Financial Group
Hawaii
$164K – – –
KLWA
2595
Kelly Lawrence W & Associates
California
$162K – – –
FMTCOCP
2596
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$158K +$20.3K +575 +16%
FWA
2597
FSC Wealth Advisors
New York
$155K -$20.5K -580 -12%
USB
2598
Union Savings Bank
Connecticut
$155K +$28.9K +817 +25%
EWM
2599
Evermay Wealth Management
Virginia
$152K +$1.42K +40 +1%
RFG
2600
REAP Financial Group
Texas
$152K +$143K +4,032 New
102 103
104
105 106