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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2701
Riverbend Wealth Management
South Carolina
$723K -$39K -373 -6%
BG
2702
Bollard Group
Massachusetts
$723K +$105 +1 +0%
LCWM
2703
Legacy Capital Wealth Management
Texas
$722K +$180K +1,718 +39%
RFN
2704
RDA Financial Network
Iowa
$722K -$303K -2,896 -32%
BEW
2705
Burton Enright Welch
California
$719K +$1.15K +11 +0.2%
AT
2706
Arlington Trust
Alabama
$719K +$7.53K +72 +1%
WA
2707
Westfuller Advisors
New York
$717K +$36.4K +348 +6%
FHC
2708
First Heartland Consultants
Missouri
$717K +$48.8K +467 +8%
FNBSF
2709
First National Bank Sioux Falls
South Dakota
$716K – – –
TIM
2710
Total Investment Management
Arizona
$716K – – –
SFGM
2711
Stonebridge Financial Group (Missouri)
Missouri
$715K +$46.9K +448 +8%
WP
2712
Waycross Partners
Kentucky
$714K – – –
LCA
2713
Legend Capital Advisors
New York
$713K – – –
FCM
2714
Fortis Capital Management
Washington
$712K +$150K +1,437 +31%
BEAM
2715
Baker Ellis Asset Management
Washington
$712K – – –
B
2716
Bayban
Minnesota
$712K -$91.7K -877 -13%
USWIA
2717
UP Strategic Wealth Investment Advisors
Pennsylvania
$711K – – –
PCM
2718
Palouse Capital Management
Washington
$711K -$2.9M -27,697 -82%
MAM
2719
MMA Asset Management
Pennsylvania
$710K -$1.57K -15 -0.2%
BW
2720
Balance Wealth
Ohio
$710K +$52.6K +503 +9%
AWS
2721
Alliance Wealth Strategies
Virginia
$709K – – –
TIM
2722
Tortoise Investment Management
New York
$708K +$19.6K +187 +3%
FBT
2723
First Bank & Trust
South Dakota
$707K -$24.2K -231 -4%
SF
2724
Sun Financial
Utah
$707K -$144K -1,379 -19%
FGWP
2725
Founders Grove Wealth Partners
Virginia
$706K +$13.5K +129 +2%
107 108
109
110 111