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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1301
Whitener Capital Management
North Carolina
$155K -$21K -125 -13%
CA
1302
Crewe Advisors
Utah
$155K -$16.8K -100 -11%
CT
1303
Clearstead Trust
Maine
$146K -$60.5K -360 -31%
ESB
1304
Essex Savings Bank
Connecticut
$145K -$7.57K -45 -5%
GWMIA
1305
Global Wealth Management Investment Advisory
Florida
$144K -$23K -137 -15%
CAM
1306
Close Asset Management
United Kingdom
$143K -$1.19M -7,056 -90%
FNC
1307
First National Corp
Massachusetts
$141K +$336 +2 +0.3%
FPFS
1308
First Personal Financial Services
North Carolina
$140K -$17.2K -102 -12%
EFSCE
1309
Enterprise Financial Services Corp (EFSC)
Missouri
$140K +$70.3K +418 +118%
WAP
1310
Wealthcare Advisory Partners
Pennsylvania
$139K +$7.06K +42 +6%
IFAM
1311
Institutional & Family Asset Management
Colorado
$139K +$97.9K +582 +327%
OC
1312
Oakworth Capital
Alabama
$136K +$24.2K +144 +24%
PGA
1313
Premia Global Advisors
Florida
$136K +$126K +750 New
SIAP
1314
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$134K – – –
SCA
1315
Stuart Chaussee & Associates
California
$134K – – –
CAL
1316
Capital Analysts LLC
Pennsylvania
$133K -$7.4K -44 -6%
MSA
1317
Marino Stram & Associates
Massachusetts
$133K – – –
AIM
1318
Advantage Investment Management
Iowa
$129K -$20.7K -123 -15%
EWM
1319
Endurance Wealth Management
Rhode Island
$128K -$4.21K -25 -3%
SFSIG
1320
San Francisco Sentry Investment Group
California
$127K -$168 -1 -0.1%
LJHT
1321
Laurie J. Hall Trustee
$125K – – –
TFGT
1322
TS Financial Group (TSFG)
Illinois
$124K +$115K +681 New
LWANC
1323
Laurel Wealth Advisors (North Carolina)
North Carolina
$120K – – –
WWM
1324
Willingdon Wealth Management
North Carolina
$118K -$3.12M -18,580 -97%
TIS
1325
Tortoise Index Solutions
Kansas
$115K +$106K +633 New
51 52
53
54 55