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Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1476
JFS Wealth Advisors
Pennsylvania
$35K – – –
WAM
1477
Watermark Asset Management
California
$35K +$33.4K +196 New
AFIA
1478
America First Investment Advisors
Nebraska
$35K +$34.1K +200 New
MAS
1479
Madden Advisory Services
Florida
$35K +$34.1K +200 New
SEC
1480
Seven Eight Capital
New York
$35K +$34.1K +200 New
PMFA
1481
Plante Moran Financial Advisors
Michigan
$29K -$62.2K -365 -69%
BC
1482
Barnett & Company
Tennessee
$28K – – –
JIR
1483
James Investment Research
Ohio
$27K +$25.5K +150 New
AWA
1484
Artemis Wealth Advisors
New York
$26.5K – – –
HFM
1485
Harvest Fund Management
China
$26K – – –
MBT
1486
Monroe Bank & Trust
Michigan
$25K -$17K -100 -42%
GBT
1487
Grove Bank & Trust
Florida
$23K – – –
AWMS
1488
Advocacy Wealth Management Services
Georgia
$22K -$6.13K -36 -23%
AA
1489
AlphaMark Advisors
Kentucky
$22K – – –
GBBWRPM
1490
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$21K -$19.9K -117 -50%
BL
1491
Balentine LLC
Georgia
$20K -$40.2K -236 -67%
PRS
1492
Pinkerton Retirement Specialists
Idaho
$19K -$382K -2,245 -95%
SCA
1493
Stuart Chaussee & Associates
California
$19K -$15.8K -93 -47%
OC
1494
Oakworth Capital
Alabama
$19K – – –
BCM
1495
Blume Capital Management
California
$18K – – –
NCM
1496
New Capital Management
Texas
$18K – – –
SJIM
1497
St. Johns Investment Management
Florida
$18K – – –
NYLT
1498
New York Life Trust
New York
$16K -$194K -1,141 -93%
RI
1499
Redwood Investments
Massachusetts
$15K – – –
PS
1500
Portfolio Solutions
Michigan
$14K +$13.8K +81 New
58 59
60
61 62