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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1726
One Capital Management
California
$203K +$233K +2,263 New
HKAM
1727
Horizon Kinetics Asset Management
New York
$202K -$20.6K -200 -8%
ISB
1728
Iowa State Bank
Iowa
$201K – – –
SFWA
1729
Summit Financial Wealth Advisors
Louisiana
$201K +$225K +2,183 New
FAM
1730
Formidable Asset Management
Ohio
$200K +$4.12K +40 +2%
GWSG
1731
GPS Wealth Strategies Group
Colorado
$197K – – –
HI
1732
Hudock Inc
Pennsylvania
$197K +$515 +5 +0.2%
GM
1733
GeoWealth Management
Illinois
$194K +$1.96K +19 +0.9%
CFD
1734
Creative Financial Designs
Indiana
$190K +$33K +320 +18%
IRC
1735
Investors Research Corp
Georgia
$185K -$14.6K -142 -6%
CNBTD
1736
Citizens National Bank Trust Department
Mississippi
$184K – – –
VWM
1737
Valley Wealth Managers
New Jersey
$184K – – –
NF
1738
Norwood Financial
Pennsylvania
$182K – – –
BWM
1739
Baystate Wealth Management
Massachusetts
$182K +$1.44K +14 +0.7%
SC
1740
Schubert & Co
Texas
$182K +$1.96K +19 +0.9%
JFGIW
1741
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$180K +$3.4K +33 +2%
SWM
1742
Selective Wealth Management
Virginia
$180K +$61.8K +600 +43%
GLLW
1743
Graves Light Lenhart Wealth
Virginia
$176K +$206 +2 +0.1%
OIA
1744
Optimum Investment Advisors
Illinois
$175K -$113K -1,100 -36%
EWM
1745
Endurance Wealth Management
Rhode Island
$174K – – –
BWM
1746
BerganKDV Wealth Management
Minnesota
$173K +$34.6K +336 +21%
TWA
1747
TCI Wealth Advisors
Arizona
$171K -$5.56K -54 -3%
FPB
1748
First PREMIER Bank
South Dakota
$170K – – –
BCMLT
1749
Beacon Capital Management LLC (Tennessee)
Tennessee
$169K – – –
HBT
1750
Hills Bank & Trust
Iowa
$167K +$412 +4 +0.2%
68 69
70
71 72