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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
3376
Sabal Trust
Florida
$589K -$56.3K -570 -8%
AWM
3377
AllSquare Wealth Management
New York
$589K +$54.3K +550 +9%
TPWM
3378
Twelve Points Wealth Management
Massachusetts
$589K +$94.3K +955 +16%
PFA
3379
Plotkin Financial Advisors
Maryland
$589K – – –
NCM
3380
New Capital Management
Texas
$586K – – –
NAG
3381
Northstar Advisory Group
New Jersey
$586K -$88K -891 -11%
PWMG
3382
Pinnacle Wealth Management Group
Michigan
$585K +$49.4K +500 +8%
OA
3383
Oxbow Advisors
Texas
$585K -$10M -101,261 -94%
PFC
3384
Phocas Financial Corp
California
$584K +$26.5K +268 +4%
LC
3385
Landaas & Company
Wisconsin
$583K +$147K +1,490 +27%
VDI
3386
Vaughan David Investments
Illinois
$583K +$205K +2,072 +43%
CWM
3387
Collaborative Wealth Management
Florida
$583K +$11.9K +120 +2%
LFS
3388
Legacy Financial Strategies
Kansas
$581K +$63.7K +645 +10%
AFWM
3389
AMJ Financial Wealth Management
Virginia
$581K -$203K -2,060 -23%
NERM
3390
New England Research & Management
Illinois
$580K +$141K +1,425 +26%
NFP
3391
Narus Financial Partners
Utah
$579K -$140K -1,419 -17%
CPSC
3392
Carl P. Sherr & Co
Massachusetts
$578K +$45K +456 +7%
WF
3393
Warner Financial
Maryland
$575K -$29.6K -300 -4%
LWMG
3394
Levy Wealth Management Group
Pennsylvania
$575K -$41.1K -416 -6%
LF
3395
Lee Financial
Texas
$575K +$2.57K +26 +0.4%
LBWM
3396
Left Brain Wealth Management
Illinois
$575K +$676K +6,840 New
JWM
3397
Jackson Wealth Management
Florida
$573K -$18K -182 -3%
SFWA
3398
Summit Financial Wealth Advisors
Louisiana
$569K +$23.7K +240 +4%
CSIA
3399
Carl Stuart Investment Advisor
Texas
$569K – – –
IP
3400
Investment Partners
Ohio
$568K -$931K -9,421 -58%
134 135
136
137 138