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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
726
Liberty Wealth Management
California
$200K +$4.51K +180 +3%
MW
727
Marcum Wealth
Ohio
$200K +$183K +7,323 New
OC
728
Oarsman Capital
Wisconsin
$200K +$184K +7,330 New
CAL
729
Capital Analysts LLC
Pennsylvania
$197K +$18.8K +752 +12%
OC
730
Oakworth Capital
Alabama
$193K – – –
HCP
731
Hexagon Capital Partners
Arkansas
$190K – – –
ZB
732
Zions Bancorporation
Utah
$182K +$58.1K +2,319 +53%
JWM
733
Janiczek Wealth Management
Colorado
$181K – – –
GWS
734
Glassman Wealth Services
Virginia
$177K +$3.53K +141 +2%
RMC
735
Resources Management Corp
Connecticut
$176K -$251K -10,000 -61%
CCA
736
Column Capital Advisors
Indiana
$173K +$124K +4,965 +363%
CCG
737
Ceeto Capital Group
Florida
$172K – – –
DSC
738
Duncker Streett & Co
Missouri
$172K +$12.5K +500 +9%
KTC
739
Kistler-Tiffany Companies
Pennsylvania
$168K +$7.62K +304 +5%
BFC
740
Bedel Financial Consulting
Indiana
$164K -$23.2K -925 -13%
AWM
741
Avior Wealth Management
Nebraska
$164K +$25.8K +1,030 +21%
SWM
742
Sugarloaf Wealth Management
Georgia
$163K +$125 +5 +0.1%
KLWA
743
Kelly Lawrence W & Associates
California
$160K – – –
CFD
744
Creative Financial Designs
Indiana
$149K -$14.6K -581 -10%
ARMC
745
American Research & Management Company
Massachusetts
$149K -$3.16K -126 -2%
ADL
746
Asset Dedication LLC
California
$147K -$16.6K -662 -11%
ECM
747
Estabrook Capital Management
New York
$145K – – –
FNBOSM
748
First National Bank of South Miami
Florida
$139K +$11.1K +442 +10%
MA
749
Montag & Associates
Georgia
$137K – – –
MMG
750
Monetary Management Group
Missouri
$137K +$100K +4,000 +400%
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