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Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1676
Smith Salley Wealth Management
North Carolina
$318K +$37.8K +182 +14%
AAS
1677
Annex Advisory Services
Wisconsin
$318K -$716K -3,447 -70%
CMS
1678
Capital Market Strategies
Florida
$317K +$312K +1,501 New
PI
1679
Pettee Investors
Connecticut
$317K +$104K +500 +50%
ZB
1680
Zions Bancorporation
Utah
$315K +$210K +1,012 +211%
CIS
1681
Continental Investors Services
Washington
$315K +$291K +1,400 New
PWMG
1682
Provence Wealth Management Group
California
$314K -$14.7K -71 -5%
BMCM
1683
Bryn Mawr Capital Management
Pennsylvania
$314K +$64.2K +309 +26%
I2I
1684
Insight 2811 Inc
Illinois
$313K -$623 -3 -0.2%
FNBOO
1685
First National Bank of Omaha
Nebraska
$313K -$199K -958 -39%
DIP
1686
DT Investment Partners
Pennsylvania
$311K -$10.4K -50 -4%
FFG
1687
Fortem Financial Group
California
$310K – – –
LF
1688
Lantz Financial
Illinois
$310K +$29.3K +141 +11%
CWA
1689
Canvas Wealth Advisors
Kansas
$309K -$13.9K -67 -4%
CSB
1690
City State Bank
Iowa
$308K -$19.7K -95 -6%
EIM
1691
Ervin Investment Management
Washington
$307K -$192K -925 -39%
LCM
1692
LVM Capital Management
Michigan
$307K -$208 -1 -0.1%
SMA
1693
Sage Mountain Advisors
Georgia
$305K +$27.6K +133 +10%
TNBTD
1694
Trustmark National Bank Trust Department
Mississippi
$305K -$174K -838 -37%
BWM
1695
BlackDiamond Wealth Management
New York
$305K +$12.5K +60 +4%
PAM
1696
Palisade Asset Management
Minnesota
$303K -$1.04K -5 -0.3%
CNWM
1697
Clay Northam Wealth Management
California
$303K -$10.4K -50 -3%
SWP
1698
Strategic Wealth Partners
Ohio
$303K +$298K +1,436 New
PWM
1699
Prosperity Wealth Management
California
$303K +$298K +1,433 New
AWM
1700
Accurate Wealth Management
Florida
$302K +$14.5K +70 +5%
66 67
68
69 70