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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2301
RKL Wealth Management
Pennsylvania
$341K -$6.08K -108 -2%
VCM
2302
Vigilant Capital Management
Maine
$340K +$107K +1,910 +45%
CIAS
2303
CBIZ Investment Advisory Services
Ohio
$339K – – –
AA
2304
Aufman Associates
Pennsylvania
$337K +$1.24K +22 +0.4%
FTI
2305
Fiduciary Trust International
Massachusetts
$336K -$1.8M -31,978 -84%
WFPG
2306
Waller Financial Planning Group
Ohio
$334K -$16.9K -300 -5%
HP
2307
HT Partners
Connecticut
$334K – – –
AFA
2308
American Financial Advisors
Georgia
$332K -$9.84K -175 -3%
GAB
2309
German American Bancorp
Indiana
$332K -$6.86K -122 -2%
RTC
2310
Riverview Trust Company
Washington
$332K +$5.63K +100 +2%
GL
2311
Graypoint LLC
New York
$332K +$14.1K +250 +4%
RWG
2312
Regal Wealth Group
California
$332K +$78.8K +1,401 +30%
BDF
2313
Black Diamond Financial
Maryland
$331K -$80K -1,423 -19%
KP
2314
Keel Point
Alabama
$331K -$20.8K -369 -6%
WMC
2315
Westwood Management Corporation
Illinois
$331K +$338K +6,000 New
YMRC
2316
Yorktown Management & Research Company
Virginia
$331K +$338K +6,000 New
SPC
2317
Stewart & Patten Company
California
$330K -$9.34K -166 -3%
BCA
2318
Biltmore Capital Advisors
New Jersey
$330K +$66.8K +1,187 +25%
PRS
2319
Pinkerton Retirement Specialists
Idaho
$329K +$56 +1 +0%
HFP
2320
Holistic Financial Partners
Indiana
$328K -$47.5K -845 -12%
ACM
2321
Ashford Capital Management
Delaware
$326K -$591K -10,500 -64%
TAM
2322
Townsend Asset Management
North Carolina
$326K +$3.77K +67 +1%
BMC
2323
Benin Management Corp
Connecticut
$325K -$2.81K -50 -0.8%
UCI
2324
Uncommon Cents Investing
Wisconsin
$324K – – –
NA
2325
Nottingham Advisors
New York
$323K – – –
91 92
93
94 95