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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1526
Kozak & Associates
Colorado
$241K -$60.3K -409 -19%
PWPS
1527
Pinnacle Wealth Planning Services
Ohio
$241K -$34.1K -231 -12%
EWA
1528
Exencial Wealth Advisors
Oklahoma
$239K -$284K -1,923 -52%
CTI
1529
Community Trust & Investment
Kentucky
$239K -$35.4K -240 -12%
BFWA
1530
Benchmark Financial Wealth Advisors
Florida
$239K +$29.5K +200 +13%
CCM
1531
Carlson Capital Management
Minnesota
$239K +$72.6K +492 +39%
SAM
1532
Secure Asset Management
Michigan
$238K -$26.1K -177 -9%
ML
1533
McAdam LLC
Pennsylvania
$238K +$22.6K +153 +10%
BHWM
1534
Bar Harbor Wealth Management
New Hampshire
$238K +$29.2K +198 +13%
LFG
1535
Larson Financial Group
Missouri
$237K -$70.7K -479 -22%
ACA
1536
Aptus Capital Advisors
Alabama
$236K -$42.2K -286 -14%
CMS
1537
Capital Market Strategies
Florida
$236K -$17.7K -120 -7%
QCIG
1538
Quad-Cities Investment Group
Iowa
$236K -$12.4K -84 -5%
FIB
1539
First Interstate Bank
Montana
$236K +$255K +1,728 New
AFG
1540
Allegheny Financial Group
Pennsylvania
$235K -$117K -792 -32%
RWP
1541
RWA Wealth Partners
Massachusetts
$235K -$42.6K -289 -14%
RCG
1542
Regatta Capital Group
California
$234K -$15.8K -107 -6%
LCM
1543
LCM Capital Management
Illinois
$234K +$11.8K +80 +5%
NEWAS
1544
N.E.W. Advisory Services
Wisconsin
$233K +$29.9K +203 +14%
HI
1545
Hudock Inc
Pennsylvania
$232K -$22.1K -150 -8%
BWFA
1546
Baltimore-Washington Financial Advisors
Maryland
$232K +$11.2K +76 +5%
PCM
1547
Prelude Capital Management
New York
$232K +$251K +1,700 New
SIM
1548
SSI Investment Management
California
$231K – – –
KWS
1549
Keystone Wealth Services
California
$231K +$3.1K +21 +1%
ZIM
1550
Zacks Investment Management
Illinois
$230K -$5.48M -37,140 -96%
60 61
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63 64