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Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
1201
Beacon Capital Management LLC (Tennessee)
Tennessee
$19K +$19.9K +173 New
ETI
1202
Enterprise Trust & Investment
California
$18K – – –
OC
1203
Oakworth Capital
Alabama
$18K – – –
CAGAS
1204
Capital Advisory Group Advisory Services
Minnesota
$18K +$19.4K +168 New
GI
1205
GS Investments
Minnesota
$17K – – –
RA
1206
Rise Advisors
New York
$17K +$2.3K +20 +15%
SCA
1207
Stonebridge Capital Advisors
Minnesota
$17K +$2.65K +23 +17%
GKIM
1208
GW&K Investment Management
Massachusetts
$16K -$1.38M -11,943 -99%
BHWM
1209
Beaird Harris Wealth Management
Texas
$16K – – –
CB
1210
CNB Bank
Pennsylvania
$16K – – –
DWA
1211
Dougherty Wealth Advisers
Minnesota
$16K – – –
CP
1212
Castleview Partners
Texas
$16K +$17.9K +155 New
BWM
1213
BerganKDV Wealth Management
Minnesota
$15K -$28.8K -250 -64%
GWMIA
1214
Global Wealth Management Investment Advisory
Florida
$15K -$11.5K -100 -43%
CFFP
1215
Center for Financial Planning
Michigan
$15K – – –
POIA
1216
Pin Oak Investment Advisors
Texas
$15K – – –
SIS
1217
Sound Income Strategies
Florida
$14K -$4.61K -40 -24%
LCM
1218
Logan Capital Management
Pennsylvania
$14K – – –
WPWM
1219
Western Pacific Wealth Management
Illinois
$14K +$5.76K +50 +63%
EWM
1220
Endurance Wealth Management
Rhode Island
$13K -$23K -200 -63%
PG
1221
Proffitt & Goodson
Tennessee
$13K -$13.8K -120 -50%
BC
1222
Burleson & Co
California
$13K – – –
ME
1223
McIlrath & Eck
Washington
$13K – – –
RDFA
1224
Ritter Daniher Financial Advisory
Ohio
$13K +$11.5K +100 +500%
GAM
1225
Gemmer Asset Management
California
$13K +$12.7K +110 +1,000%
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49
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