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Name Holding Trade Value Shares
Change 		Change in
Stake
SRSA
1951
S.R. Schill & Associates
Washington
$429K +$10.1K +178 +2%
CFG
1952
CKW Financial Group
Hawaii
$429K +$11.3K +200 +3%
GCAC
1953
Guardian Capital Advisors (Canada)
Ontario, Canada
$427K -$56.7K -1,000 -12%
IF
1954
IRON Financial
Illinois
$426K +$41.2K +726 +11%
WCM
1955
WealthBridge Capital Management
Ohio
$426K +$430K +7,573 New
BMC
1956
Benin Management Corp
Connecticut
$424K -$13.1K -230 -3%
ACM
1957
AUA Capital Management
Pennsylvania
$422K – – –
GWS
1958
Glassman Wealth Services
Virginia
$422K +$9.99K +176 +2%
FTI
1959
Fiduciary Trust International
Massachusetts
$422K +$19.3K +340 +5%
VCM
1960
Virtue Capital Management
Tennessee
$420K -$3.02M -53,171 -88%
JWA
1961
JFS Wealth Advisors
Pennsylvania
$420K -$91.4K -1,610 -18%
QPWM
1962
Quadrant Private Wealth Management
Pennsylvania
$420K -$13.5K -238 -3%
WFPG
1963
Waller Financial Planning Group
Ohio
$417K +$421K +7,424 New
ACM
1964
AlphaCrest Capital Management
New York
$416K +$420K +7,400 New
EF
1965
Empirical Finance
Pennsylvania
$414K -$29.7K -523 -7%
CW
1966
CreativeOne Wealth
Kansas
$414K +$418K +7,366 New
VFP
1967
Verus Financial Partners
Virginia
$412K – – –
PWMG
1968
Prestige Wealth Management Group
New Jersey
$411K +$414K +7,304 New
WA
1969
WESPAC Advisors
California
$410K -$8.57K -151 -2%
CNB
1970
Camden National Bank
Maine
$409K +$47.4K +835 +13%
LBD
1971
Landsberg Bennett & Dubbaneh
Florida
$409K +$413K +7,276 New
JGIA
1972
Jackson Grant Investment Advisers
Connecticut
$406K +$15.9K +280 +4%
LA
1973
Legacy Advisors
Pennsylvania
$405K -$134K -2,354 -25%
FSCM
1974
Front Street Capital Management
Montana
$401K -$55.1K -971 -12%
SCM
1975
Stonehearth Capital Management
Massachusetts
$401K +$30.7K +541 +8%
77 78
79
80 81