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Name Holding Trade Value Shares
Change 		Change in
Stake
MBTD
2776
Mechanics Bank - Trust Department
California
$238K +$220K +4,738 New
NF
2777
Nvest Financial
New Hampshire
$238K +$219K +4,735 New
MCCA
2778
Mill Creek Capital Advisors
Pennsylvania
$238K +$219K +4,733 New
SPI
2779
Sutton Place Investors
New York
$237K +$219K +4,718 New
NWMG
2780
National Wealth Management Group
Ohio
$237K -$109K -2,342 -33%
OAM
2781
Oxford Asset Management
United Kingdom
$237K -$188K -4,056 -46%
BLFG
2782
Brian Low Financial Group
Louisiana
$237K +$219K +4,715 New
MFG
2783
Mann Financial Group
Minnesota
$236K -$108K -2,335 -33%
HWA
2784
HHM Wealth Advisors
Tennessee
$236K -$27.1K -585 -11%
FAM
2785
Flaharty Asset Management
Florida
$236K -$47.2K -1,018 -18%
CC
2786
Constitution Capital
Connecticut
$236K +$218K +4,700 New
TSS
2787
Taylor Securities Services
Pennsylvania
$236K +$218K +4,700 New
TW
2788
Traveka Wealth
California
$236K -$44.2K -953 -17%
ACM
2789
Arcataur Capital Management
Wisconsin
$236K +$218K +4,693 New
XPN
2790
XY Planning Network
Montana
$236K +$221K +4,770 New
MFG
2791
MTM Financial Group
Pennsylvania
$235K +$217K +4,691 New
SF
2792
Slagle Financial
Illinois
$235K +$217K +4,689 New
GWA
2793
Gratus Wealth Advisors
Virginia
$235K +$217K +4,687 New
DIP
2794
DT Investment Partners
Pennsylvania
$235K – – –
KCM
2795
Kendall Capital Management
Maryland
$235K +$217K +4,678 New
AIS
2796
Advocate Investing Services
Maryland
$235K +$46 +1 +0%
AGC
2797
Aspen Grove Capital
Colorado
$234K +$216K +4,671 New
PTB
2798
Pioneer Trust Bank
Oregon
$234K +$216K +4,665 New
WHRC
2799
W.H. Reaves & Co
New Jersey
$234K +$216K +4,665 New
JF
2800
JMN Financial
Ohio
$234K +$216K +4,653 New
110 111
112
113 114