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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1501
Reilly Financial Advisors
California
$233K +$765 +20 +0.4%
KP
1502
Keel Point
Alabama
$232K +$212K +5,540 New
BCP
1503
Berkeley Capital Partners
Georgia
$230K +$14.5K +380 +5%
CNBT
1504
Canandaigua National Bank & Trust
New York
$230K +$210K +5,500 New
CWM
1505
Confluence Wealth Management
Oregon
$230K +$210K +5,500 New
CMANY
1506
Capital Management Associates (New York)
New York
$226K -$7.66K -200 -4%
MBA
1507
McQueen Ball & Associates
Pennsylvania
$226K +$207K +5,400 New
PCP
1508
Proficio Capital Partners
Massachusetts
$225K +$13.8K +360 +7%
JCM
1509
Janney Capital Management
Pennsylvania
$225K +$206K +5,380 New
PWMAG
1510
Pinnacle Wealth Management Advisory Group
New Jersey
$225K +$206K +5,380 New
SLG
1511
Stanley-Laman Group
Pennsylvania
$224K -$54.3K -1,420 -21%
PC
1512
Peavine Capital
Nevada
$223K +$204K +5,320 New
WOC
1513
West Oak Capital
California
$223K +$38.3K +1,000 +23%
DBIA
1514
Dumont & Blake Investment Advisors
New Jersey
$222K -$38.3K -1,000 -16%
OA
1515
Outfitter Advisors
Virginia
$222K +$203K +5,300 New
AO
1516
Allen Operations
New York
$219K +$201K +5,240 New
BFA
1517
Bragg Financial Advisors
North Carolina
$219K +$201K +5,240 New
SNBOSD
1518
Security National Bank of So Dak
Iowa
$215K +$197K +5,140 New
VWM
1519
Vector Wealth Management
Minnesota
$215K +$197K +5,140 New
FWM
1520
Focused Wealth Management
New York
$214K – – –
NDSI
1521
Newman Dignan & Sheerar Inc
Rhode Island
$214K +$195K +5,100 New
CCM
1522
Condor Capital Management
New Jersey
$213K +$194K +5,080 New
DA
1523
DSC Advisors
Illinois
$213K +$194K +5,080 New
EM
1524
Excalibur Management
Massachusetts
$213K +$194K +5,080 New
LA
1525
Lynch & Associates
Indiana
$213K +$194K +5,080 New
59 60
61
62 63