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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
1201
KPP Advisory Services
Kentucky
$318K -$23.2K -106 -7%
PWP
1202
Phillips Wealth Planners
Mississippi
$317K -$4.37K -20 -1%
LIM
1203
Letson Investment Management
Georgia
$314K +$304K +1,391 New
NPT
1204
National Philanthropic Trust
Pennsylvania
$314K +$304K +1,389 New
WC
1205
Wynn Capital
Georgia
$313K +$303K +1,386 New
FAT
1206
First American Trust
California
$313K +$303K +1,385 New
SAM
1207
Seelaus Asset Management
New Jersey
$313K +$87.5K +400 +40%
SA
1208
Strategic Advisors
New York
$311K +$4.81K +22 +2%
TWA
1209
Tandem Wealth Advisors
Arizona
$309K – – –
LOIP
1210
Live Oak Investment Partners
Texas
$308K – – –
AC
1211
Avestar Capital
New York
$306K +$56.6K +259 +24%
LAM
1212
L2 Asset Management
Massachusetts
$305K +$72.8K +333 +33%
WE
1213
Wealth Effects
Massachusetts
$304K -$26.7K -122 -8%
SFS
1214
Stiles Financial Services
Minnesota
$304K +$294K +1,343 New
MIC
1215
Means Investment Company
Maine
$303K -$17.7K -81 -6%
MA
1216
MONECO Advisors
Connecticut
$301K +$4.16K +19 +1%
SC
1217
Sapient Capital
Indiana
$301K +$290K +1,326 New
RCM
1218
RMR Capital Management
California
$299K +$290K +1,325 New
HB
1219
HTLF Bank
Colorado
$296K +$286K +1,310 New
VHAM
1220
Van Hulzen Asset Management
California
$296K – – –
FWP
1221
Firethorn Wealth Partners
Georgia
$295K +$43.5K +199 +18%
GPA
1222
Guerra Pan Advisors
New Jersey
$295K – – –
WA
1223
Wambolt & Associates
Colorado
$294K -$110K -503 -28%
RG
1224
Renaissance Group
Kentucky
$293K +$1.09K +5 +0.4%
BG
1225
Bollard Group
Massachusetts
$292K – – –
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