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Name Holding Trade Value Shares
Change 		Change in
Stake
HI
726
Hudock Inc
Pennsylvania
$159K +$26.5K +1,105 +19%
SWM
727
Selective Wealth Management
Virginia
$159K +$135K +5,604 +467%
SIM
728
Sonora Investment Management
Arizona
$158K +$22.4K +932 +16%
BWM
729
BerganKDV Wealth Management
Minnesota
$155K -$1.17M -48,734 -88%
KTC
730
Kistler-Tiffany Companies
Pennsylvania
$155K +$15.8K +658 +11%
SWM
731
Sugarloaf Wealth Management
Georgia
$153K +$264 +11 +0.2%
CCG
732
Ceeto Capital Group
Florida
$146K -$3.53K -147 -2%
KLWA
733
Kelly Lawrence W & Associates
California
$141K – – –
BFC
734
Bedel Financial Consulting
Indiana
$140K – – –
OC
735
Oakworth Capital
Alabama
$140K +$5.06K +211 +4%
BHWM
736
Bay Harbor Wealth Management
Maryland
$132K -$101K -4,210 -43%
TFS
737
TrustCore Financial Services
Tennessee
$129K +$7.22K +301 +6%
HB
738
Horizon Bancorp
Indiana
$126K – – –
PBT
739
Pictet Bank & Trust
Bahamas
$125K -$281K -11,700 -26%
ECM
740
Estabrook Capital Management
New York
$124K -$72K -3,000 -36%
CB
741
CNB Bank
Pennsylvania
$120K -$128K -5,353 -51%
GWS
742
Glassman Wealth Services
Virginia
$119K -$4.15K -173 -3%
AWM
743
Avior Wealth Management
Nebraska
$116K – – –
HFM
744
Hartford Financial Management
Connecticut
$116K +$792 +33 +0.7%
SNT
745
Security National Trust
West Virginia
$115K -$9.6K -400 -7%
TCOV
746
Trust Company of Vermont
Vermont
$111K -$6.84K -285 -6%
TPWA
747
TRUE Private Wealth Advisors
Oregon
$109K – – –
LAS
748
Lloyd Advisory Services
Georgia
$108K -$75.7K -3,156 -40%
HIA
749
Harbor Investment Advisory
Maryland
$107K -$105K -4,380 -49%
ME
750
McIlrath & Eck
Washington
$106K +$13.9K +581 +15%
28 29
30
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