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Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
1701
Duncker Streett & Co
Missouri
$22K +$19.7K +105 New
SWA
1702
Sutton Wealth Advisors
Florida
$21.2K – – –
1IA
1703
1834 Investment Advisors
Wisconsin
$21K – – –
HCA
1704
Horan Capital Advisors
Ohio
$21K – – –
IBOK
1705
Independence Bank of Kentucky
Kentucky
$21K – – –
TIM
1706
Tortoise Investment Management
New York
$21K – – –
BC
1707
Belmont Capital
California
$21K +$18.8K +100 New
CIR
1708
Clear Investment Research
Georgia
$21K +$18.8K +100 New
WWM
1709
Willingdon Wealth Management
North Carolina
$20K – – –
BHWM
1710
Bay Harbor Wealth Management
Maryland
$19K – – –
GG
1711
Gleason Group
Kentucky
$18K +$16.1K +86 New
SBL
1712
Sargent Bickham Lagudis
Colorado
$17K – – –
PGAM
1713
Princeton Global Asset Management
New Jersey
$17K +$7.5K +40 +103%
HFM
1714
Hartford Financial Management
Connecticut
$16K -$37.5K -200 -73%
BWA
1715
BDO Wealth Advisors
Florida
$16K – – –
PK
1716
Pflug Koory
Nebraska
$16K +$3.19K +17 +30%
FWM
1717
FSA Wealth Management
Massachusetts
$15K +$13.1K +70 New
KFS
1718
Kelly Financial Services
Massachusetts
$14.4K – – –
PB
1719
Pinnacle Bancorp
Nebraska
$14K -$2.63K -14 -17%
APC
1720
Aspire Private Capital
North Carolina
$14K – – –
IWP
1721
IAG Wealth Partners
Wisconsin
$14K +$11.8K +63 New
CMA
1722
Cedar Mountain Advisors
Oregon
$14K +$12K +64 New
KWM
1723
Keebeck Wealth Management
Illinois
$14K +$12.8K +68 New
HWA
1724
Heritage Wealth Advisors
Virginia
$13.8K – – –
MCP
1725
Maso Capital Partners
Hong Kong
$13K -$943K -5,025 -99%
67 68
69
70 71