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Name Holding Trade Value Shares
Change 		Change in
Stake
MVA
1701
Mount Vernon Associates
Maryland
$797K – – –
LAM
1702
Lingohr Asset Management
Germany
$797K +$864K +20,472 New
BWP
1703
BSW Wealth Partners
Colorado
$797K +$121K +2,868 +17%
I
1704
INVST
Indiana
$796K -$5.15K -122 -0.6%
LI
1705
Lafayette Investments
Maryland
$795K -$177K -4,200 -17%
CPC
1706
Consolidated Planning Corp
Georgia
$794K +$33.6K +796 +4%
GSIAS
1707
Garden State Investment Advisory Services
New Jersey
$794K -$62K -1,469 -7%
NSB
1708
Norway Savings Bank
Maine
$791K -$102K -2,423 -11%
MSS
1709
Mitchell Sinkler & Starr
Pennsylvania
$791K +$12.4K +295 +2%
BIG
1710
Brooklyn Investment Group
New York
$790K -$9.2K -218 -1%
TFS
1711
Thoroughbred Financial Services
Tennessee
$788K -$44.5K -1,054 -5%
ML
1712
McAdam LLC
Pennsylvania
$785K +$36K +853 +5%
BWG
1713
Boomfish Wealth Group
Georgia
$785K -$396K -9,378 -32%
CST
1714
Charles Schwab Trust
Nevada
$785K +$127K +3,015 +18%
ORC
1715
O'Rourke & Company
Massachusetts
$785K +$41.3K +980 +5%
IP
1716
Investment Partners
Ohio
$784K -$66.4K -1,574 -7%
AA
1717
Armis Advisers
Georgia
$784K +$827K +19,605 New
FRA
1718
Front Row Advisors
California
$783K -$44.8K -1,062 -5%
TWM
1719
Thrive Wealth Management
Pennsylvania
$780K -$51.5K -1,220 -6%
UCB
1720
United Community Bank
South Carolina
$779K -$25.4K -601 -3%
VCS
1721
Vaughan & Co Securities
New Jersey
$779K -$11.1K -263 -1%
KF
1722
Krilogy Financial
Missouri
$779K +$206K +4,877 +33%
VBCG
1723
Valley Brook Capital Group
Pennsylvania
$774K -$277K -6,574 -25%
EA
1724
Emerald Advisors
Washington
$774K +$41.5K +983 +5%
KJWM
1725
Kiley Juergens Wealth Management
Washington
$773K -$4.39K -104 -0.5%
67 68
69
70 71