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Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
1451
Alpha Omega Wealth Management
Virginia
$148K – – –
LWS
1452
Lucia Wealth Services
California
$148K +$20.2K +300 +16%
SA
1453
SRH Advisors
Kansas
$146K -$13.3K -198 -8%
KPW
1454
Kore Private Wealth
New York
$146K – – –
HI
1455
Hudock Inc
Pennsylvania
$145K +$135 +2 +0.1%
RIA
1456
Realta Investment Advisors
Delaware
$145K +$147K +2,181 New
CAGAS
1457
Capital Advisory Group Advisory Services
Minnesota
$143K -$43.5K -647 -23%
M
1458
MOTCO
Texas
$143K -$21.5K -320 -13%
FPFS
1459
First Personal Financial Services
North Carolina
$142K -$22.3K -331 -13%
GAM
1460
Gemmer Asset Management
California
$142K +$471 +7 +0.3%
BCA
1461
Berman Capital Advisors
Georgia
$136K -$73.3K -1,089 -35%
NCM
1462
Next Capital Management
New York
$133K – – –
LFA
1463
Legacy Financial Advisors
Kentucky
$130K +$12.2K +182 +10%
SLF
1464
Sun Life Financial
Ontario, Canada
$129K -$85.1K -1,265 -40%
PFGIA
1465
Patriot Financial Group Insurance Agency
Massachusetts
$127K +$26.8K +399 +26%
CCM
1466
Cribstone Capital Management
Maine
$126K – – –
HFM
1467
Harvest Fund Management
China
$125K – – –
KTC
1468
Kistler-Tiffany Companies
Pennsylvania
$124K -$27.4K -408 -18%
WB
1469
Webster Bank
Connecticut
$123K -$48.8K -725 -28%
FFC
1470
First Financial Corp
Indiana
$123K – – –
BEAM
1471
Baker Ellis Asset Management
Washington
$123K +$124K +1,840 New
IRC
1472
Investors Research Corp
Georgia
$123K +$124K +1,848 New
FPB
1473
First PREMIER Bank
South Dakota
$121K – – –
JWM
1474
Janiczek Wealth Management
Colorado
$113K – – –
FL
1475
Fort LP
Maryland
$113K +$114K +1,689 New
57 58
59
60 61