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Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1701
Wedgewood Investors
Pennsylvania
$801K -$86.7K -2,300 -10%
MLA
1702
My Legacy Advisors
Oregon
$800K +$45.7K +1,212 +7%
TC
1703
Toews Corporation
New Jersey
$800K -$324K -8,600 -30%
MVA
1704
Mount Vernon Associates
Maryland
$799K -$11.3K -300 -1%
PG
1705
Patten Group
Tennessee
$796K -$437K -11,586 -36%
IAMOG
1706
Investors Asset Management of Georgia
Georgia
$792K -$14.8K -394 -2%
SIA
1707
Schechter Investment Advisors
Michigan
$791K -$29.9K -794 -4%
GCC
1708
Game Creek Capital
Massachusetts
$788K +$188K +5,000 +33%
BI
1709
Ballast Inc
Kentucky
$786K +$4.41K +117 +0.6%
RIA
1710
Richwood Investment Advisors
Ohio
$786K -$99.5K -2,640 -12%
WMS
1711
Wealth Management Solutions
Pennsylvania
$786K +$37.3K +989 +5%
ADMI
1712
Albert D. Mason Inc
Massachusetts
$785K +$6.59K +175 +0.9%
MWM
1713
Massachusetts Wealth Management
Massachusetts
$784K +$711K +18,870 New
LCM
1714
Leisure Capital Management
California
$783K -$145K -3,841 -16%
SIA
1715
SkyView Investment Advisors
New Jersey
$782K +$663K +17,598 +786%
CFD
1716
Creative Financial Designs
Indiana
$782K +$7.31K +194 +1%
CAC
1717
Certified Advisory Corp
Florida
$782K -$53.6K -1,423 -7%
BTI
1718
Blue Trust Inc
Georgia
$781K +$90.6K +2,405 +13%
PWLP
1719
Prio Wealth Limited Partnership
Massachusetts
$779K +$41.7K +1,106 +6%
SAG
1720
SageView Advisory Group
California
$778K +$744K +19,746 New
BCM
1721
Bluefin Capital Management
New York
$778K +$94.2K +2,500 +15%
GC
1722
Gilbert & Cook
Iowa
$777K +$2.22K +59 +0.3%
MA
1723
MKT Advisors
California
$777K -$5.8K -154 -0.8%
EFM
1724
Eley Financial Management
Vermont
$777K +$743K +19,714 New
HWA
1725
Heartwood Wealth Advisors
Virginia
$777K +$201K +5,345 +37%
67 68
69
70 71