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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1826
Weik Capital Management
Pennsylvania
$911K +$84.1K +1,520 +10%
WTFG
1827
Wells Trecaso Financial Group
Ohio
$908K +$11.7K +211 +1%
JSC
1828
Jackson Square Capital
California
$907K -$304K -5,496 -25%
TWP
1829
Tempus Wealth Planning
California
$905K +$11.1K +200 +1%
HT
1830
Heritage Trust
Oklahoma
$904K +$32.9K +595 +4%
SAM
1831
Security Asset Management
New York
$904K +$41.6K +752 +5%
PSB
1832
Piscataqua Savings Bank
New Hampshire
$902K -$13.9K -252 -1%
MIP
1833
Marietta Investment Partners
Wisconsin
$902K – – –
GCMG
1834
Gyroscope Capital Management Group
Florida
$900K +$32.6K +590 +4%
WA
1835
Wealth Advisors
California
$898K – – –
BCFD
1836
Boit C.F. David
$897K – – –
S
1837
SimplyRich
California
$897K +$6.2K +112 +0.7%
SWM
1838
Selective Wealth Management
Virginia
$894K +$12.6K +228 +1%
HWM
1839
Hohimer Wealth Management
Washington
$893K -$30.7K -555 -3%
PL
1840
Plancorp LLC
Missouri
$892K +$9.18K +166 +1%
SIA
1841
SkyView Investment Advisors
New Jersey
$892K +$636K +11,491 +229%
CPA
1842
Clear Perspective Advisors
Illinois
$891K -$40.8K -737 -4%
OA
1843
Oxbow Advisors
Texas
$891K – – –
EAMA
1844
EFG Asset Management (Americas)
Florida
$887K +$45.7K +826 +5%
FBC
1845
Fairfield, Bush & Co
Connecticut
$885K -$237K -4,279 -21%
TFA
1846
Teamwork Financial Advisors
Texas
$884K -$95.6K -1,728 -10%
BFA
1847
Beaumont Financial Advisors
Massachusetts
$879K -$4.09K -74 -0.5%
KBG
1848
Kahn Brothers Group
New York
$878K +$11.1K +200 +1%
WA
1849
Waddell & Associates
Tennessee
$878K +$61K +1,102 +7%
MA
1850
MCF Advisors
Kentucky
$878K +$65.4K +1,183 +8%
72 73
74
75 76