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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1251
Outlook Wealth Advisors
Texas
$713K +$12.2K +103 +2%
KB
1252
Kimelman & Baird
New York
$712K – – –
SWM
1253
SeaCrest Wealth Management
New York
$712K -$318K -2,685 -28%
BFPW
1254
BOK Financial Private Wealth
Colorado
$712K +$71.9K +607 +10%
GIP
1255
Greatmark Investment Partners
Georgia
$711K -$1.42K -12 -0.2%
CWM
1256
Chesapeake Wealth Management
Virginia
$707K -$15.9K -134 -2%
YP
1257
YANKCOM Partnership
South Dakota
$705K +$16.5K +139 +2%
NL
1258
NWAM LLC
Washington
$703K -$16.8K -142 -2%
MWM
1259
Meridian Wealth Management
Kentucky
$702K +$86.2K +727 +12%
KSB
1260
Kennebec Savings Bank
Maine
$701K +$8.3K +70 +1%
TWA
1261
Tulsa Wealth Advisors
Oklahoma
$700K +$16.4K +138 +2%
LAM
1262
LOM Asset Management
$697K +$83.4K +704 +12%
SL
1263
Sentry LLC
Tennessee
$696K – – –
BPMC
1264
Buckland Partners Management Co
New York
$694K – – –
SF
1265
Symphony Financial
Texas
$694K +$87.6K +739 +12%
REMPR
1266
Roof Eidam Maycock Peralta (REMP)
California
$692K – – –
UIM
1267
Unified Investment Management
Georgia
$691K -$8.3K -70 -1%
NFG
1268
Northbridge Financial Group
Florida
$687K +$60.2K +508 +8%
BTD
1269
BankPlus Trust Department
Mississippi
$684K +$18.5K +156 +2%
PWS
1270
Peterson Wealth Services
Utah
$679K -$10.9K -92 -1%
WC
1271
Westhampton Capital
North Carolina
$677K – – –
WPW
1272
Waldron Private Wealth
Pennsylvania
$676K -$5.69K -48 -0.7%
OFG
1273
OmniStar Financial Group
North Carolina
$675K +$21K +177 +3%
RB
1274
Rodgers Brothers
Pennsylvania
$673K -$39.4K -332 -5%
WAP
1275
Wealthcare Advisory Partners
Pennsylvania
$672K -$412K -3,473 -35%
49 50
51
52 53