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Name Holding Trade Value Shares
Change 		Change in
Stake
NP
1251
NorthRock Partners
Minnesota
$716K -$397K -3,346 -33%
RWM
1252
Revisor Wealth Management
Ohio
$715K -$16.1K -136 -2%
HDIM
1253
Hanson & Doremus Investment Management
Vermont
$715K – – –
PW
1254
Paladin Wealth
Minnesota
$713K +$60.2K +508 +8%
TWP
1255
Triad Wealth Partners
Kansas
$713K +$249K +2,101 +54%
TFA
1256
Tranquilli Financial Advisor
New Jersey
$713K +$12.9K +109 +2%
OWA
1257
Outlook Wealth Advisors
Texas
$713K +$12.2K +103 +2%
KB
1258
Kimelman & Baird
New York
$712K – – –
SWM
1259
SeaCrest Wealth Management
New York
$712K -$318K -2,685 -28%
BFPW
1260
BOK Financial Private Wealth
Colorado
$712K +$71.9K +607 +10%
GIP
1261
Greatmark Investment Partners
Georgia
$711K -$1.42K -12 -0.2%
CWM
1262
Chesapeake Wealth Management
Virginia
$707K -$15.9K -134 -2%
YP
1263
YANKCOM Partnership
South Dakota
$705K +$16.5K +139 +2%
NL
1264
NWAM LLC
Washington
$703K -$16.8K -142 -2%
MWM
1265
Meridian Wealth Management
Kentucky
$702K +$86.2K +727 +12%
KSB
1266
Kennebec Savings Bank
Maine
$701K +$8.3K +70 +1%
TWA
1267
Tulsa Wealth Advisors
Oklahoma
$700K +$16.4K +138 +2%
LAM
1268
LOM Asset Management
$697K +$83.4K +704 +12%
SL
1269
Sentry LLC
Tennessee
$696K – – –
BPMC
1270
Buckland Partners Management Co
New York
$694K – – –
SF
1271
Symphony Financial
Texas
$694K +$87.6K +739 +12%
REMPR
1272
Roof Eidam Maycock Peralta (REMP)
California
$692K – – –
UIM
1273
Unified Investment Management
Georgia
$691K -$8.3K -70 -1%
NFG
1274
Northbridge Financial Group
Florida
$687K +$60.2K +508 +8%
BTD
1275
BankPlus Trust Department
Mississippi
$684K +$18.5K +156 +2%
49 50
51
52 53