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Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1901
Confluence Wealth Services
Pennsylvania
$285K +$54.7K +380 +20%
FWM
1902
Focused Wealth Management
New York
$285K +$107K +747 +46%
SW
1903
SlateStone Wealth
Florida
$285K -$713K -4,955 -68%
PHIC
1904
Pine Haven Investment Counsel
Massachusetts
$285K +$38.6K +268 +13%
HFAS
1905
Hummer Financial Advisory Services
Illinois
$284K – – –
1CM
1906
1492 Capital Management
Wisconsin
$284K +$6.76K +47 +2%
MWM
1907
MorganRosel Wealth Management
Colorado
$284K +$338K +2,350 New
WA
1908
WealthTrust Axiom
Pennsylvania
$282K +$336K +2,338 New
GWWM
1909
Great Waters Wealth Management
Minnesota
$282K +$336K +2,334 New
KCM
1910
Kanawha Capital Management
Virginia
$282K +$4.32K +30 +1%
EM
1911
Excalibur Management
Massachusetts
$282K +$4.32K +30 +1%
FIB
1912
First Interstate Bank
Montana
$281K +$432 +3 +0.1%
SAM
1913
SignalPoint Asset Management
Missouri
$281K +$20.4K +142 +6%
WA
1914
Whipplewood Advisors
Colorado
$281K +$334K +2,323 New
PCS
1915
Personal CFO Solutions
New Jersey
$280K -$50.5K -351 -13%
PSP
1916
Principal Street Partners
Tennessee
$280K -$356K -2,477 -52%
V
1917
ViaWealth
Kansas
$280K +$3.6K +25 +1%
OCM
1918
Objective Capital Management
Ohio
$279K -$109K -755 -25%
MA
1919
MJP Associates
Connecticut
$279K -$112K -780 -25%
WFA
1920
WestHill Financial Advisors
California
$278K -$3.74K -26 -1%
ZI
1921
ZEGA Investments
Florida
$278K +$326K +2,266 New
GWMIA
1922
Global Wealth Management Investment Advisory
Florida
$278K +$14K +97 +4%
HIMC
1923
Heritage Investors Management Corp
Maryland
$278K – – –
JSA
1924
Jacobson & Schmitt Advisors
Wisconsin
$278K +$28.8K +200 +10%
VCM
1925
Vision Capital Management
Oregon
$278K +$43.2K +300 +15%
75 76
77
78 79