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Name Holding Trade Value Shares
Change 		Change in
Stake
CNAM
1326
Campbell Newman Asset Management
Wisconsin
$301K -$4.75K -31 -1%
SRC
1327
Shufro Rose & Co
New York
$301K – – –
ISWM
1328
Independent Solutions Wealth Management
New York
$300K +$1.53K +10 +0.4%
OFG
1329
Oxford Financial Group
Indiana
$300K -$14.1K -92 -4%
SP
1330
Successful Portfolios
Florida
$300K +$27K +176 +8%
SFG
1331
Summit Financial Group
West Virginia
$299K – – –
OCM
1332
Orser Capital Management
Texas
$298K -$134K -875 -26%
RTS
1333
Round Table Services
New Jersey
$298K -$51.4K -335 -12%
TWM
1334
Tradition Wealth Management
Minnesota
$298K -$1.38K -9 -0.4%
BFIC
1335
Bedell Frazier Investment Counselling
California
$298K +$378K +2,463 New
ITIM
1336
Indiana Trust & Investment Management
Indiana
$295K -$118K -767 -24%
SEIA
1337
Signature Estate & Investment Advisors
California
$294K +$31.6K +206 +9%
PFBT
1338
Parkside Financial Bank & Trust
Missouri
$294K +$42.9K +280 +13%
SWM
1339
Stockman Wealth Management
Montana
$293K -$26.1K -170 -7%
ICG
1340
InterOcean Capital Group
Tennessee
$293K -$2.45K -16 -0.7%
IA
1341
Inspire Advisors
Idaho
$293K +$153 +1 +0%
CFA
1342
Capstone Financial Advisors
Illinois
$292K +$30.7K +200 +9%
PSF
1343
Pacific Sun Financial
California
$292K +$31.7K +207 +9%
JF
1344
Jump Financial
Illinois
$291K -$479K -3,124 -56%
E
1345
Ergoteles
New York
$290K -$15.6M -101,569 -98%
AWC
1346
Adamsbrown Wealth Consultants
Kansas
$290K – – –
TWA
1347
TCI Wealth Advisors
Arizona
$289K -$24.8K -162 -6%
PIC
1348
Portland Investment Counsel
Ontario, Canada
$289K – – –
TA
1349
TKG Advisors
Indiana
$289K +$365K +2,383 New
PCM
1350
Parsons Capital Management
Rhode Island
$288K -$1.69K -11 -0.5%
52 53
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