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Name Holding Trade Value Shares
Change 		Change in
Stake
ANBT
701
American National Bank & Trust
Texas
$46K – – –
CCM
702
Cribstone Capital Management
Maine
$46K – – –
OIA
703
OneDigital Investment Advisors
Kansas
$46K – – –
TJHA
704
Thomas J. Herzfeld Advisors
Florida
$46K +$13.6K +58 +41%
WIM
705
Westside Investment Management
California
$45.5K +$23.5K +100 +100%
CHC
706
City Holding Co
West Virginia
$43K – – –
PCP
707
Proficio Capital Partners
Massachusetts
$42K -$19K -81 -31%
WAM
708
Wealthspire Advisors (Maryland)
Maryland
$41K +$5.87K +25 +16%
WWMSC
709
Wagner Wealth Management (South Carolina)
South Carolina
$38K +$3.52K +15 +10%
FPB
710
First PREMIER Bank
South Dakota
$35K – – –
ML
711
McAdam LLC
Pennsylvania
$35K – – –
FGAM
712
Financial Gravity Asset Management
Texas
$35K +$42.3K +180 +1,800%
JWA
713
JFS Wealth Advisors
Pennsylvania
$34K – – –
CFG
714
Citizens Financial Group
Rhode Island
$33K -$5.87K -25 -15%
BBA
715
Braun-Bostich & Associates
Pennsylvania
$32K – – –
MSA
716
Marino Stram & Associates
Massachusetts
$32K – – –
AF
717
Allworth Financial
California
$32K +$6.58K +28 +25%
IFAM
718
Institutional & Family Asset Management
Colorado
$31K -$29.4K -125 -48%
AIM
719
Arcadia Investment Management
Michigan
$30K – – –
TAIM
720
TD Ameritrade Investment Management
Nebraska
$30K +$29.4K +125 +1,563%
JA
721
JOYN Advisors
Georgia
$29K – – –
CAC
722
Certified Advisory Corp
Florida
$27K – – –
POIA
723
Pin Oak Investment Advisors
Texas
$27K – – –
FCB
724
First Command Bank
Texas
$26K -$20K -85 -43%
FCFS
725
First Command Financial Services
Texas
$26K -$20K -85 -43%
27 28
29
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