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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1376
Clarus Wealth Advisors
Arizona
$170K +$191K +2,863 New
AWM
1377
Avior Wealth Management
Nebraska
$169K -$116K -1,747 -41%
JWBC
1378
John W. Bristol & Co
New York
$167K – – –
SA
1379
SRH Advisors
Kansas
$167K – – –
M
1380
MOTCO
Texas
$166K -$20K -300 -11%
AOWM
1381
Alpha Omega Wealth Management
Virginia
$163K +$14.7K +220 +10%
FMP
1382
Financial Management Professionals
Texas
$161K +$333 +5 +0.2%
WIM
1383
Westside Investment Management
California
$160K – – –
KTC
1384
Kistler-Tiffany Companies
Pennsylvania
$157K -$14.1K -211 -9%
VCM
1385
Versant Capital Management
Arizona
$157K – – –
LWS
1386
Lucia Wealth Services
California
$157K +$127K +1,900 +541%
GAM
1387
Gemmer Asset Management
California
$154K +$400 +6 +0.3%
RWA
1388
Ropes Wealth Advisors
Massachusetts
$150K – – –
FFC
1389
First Financial Corp
Indiana
$137K – – –
RWP
1390
RWA Wealth Partners
Massachusetts
$136K +$75.9K +1,139 +139%
CG
1391
Cutler Group
California
$134K -$792K -11,893 -86%
STA
1392
Summit Trail Advisors
New York
$134K -$185K -2,773 -59%
PCM
1393
Penserra Capital Management
California
$134K +$33.3K +500 +35%
BGC
1394
Beutel, Goodman & Co
Ontario, Canada
$132K – – –
CCM
1395
Cribstone Capital Management
Maine
$131K – – –
FPFS
1396
First Personal Financial Services
North Carolina
$124K -$57.3K -860 -33%
DAM
1397
Delta Asset Management
Tennessee
$124K – – –
MWM
1398
MinichMacGregor Wealth Management
New York
$124K +$23.9K +359 +25%
NSB
1399
Norway Savings Bank
Maine
$120K -$15.1K -227 -12%
PCM
1400
Poehling Capital Management
Wisconsin
$116K -$32.8K -493 -23%
54 55
56
57 58