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Name Holding Trade Value Shares
Change 		Change in
Stake
SFSIG
1851
San Francisco Sentry Investment Group
California
$635K +$15.3K +373 +3%
CFFP
1852
Center for Financial Planning
Michigan
$633K +$17.5K +425 +3%
JWS
1853
Juncture Wealth Strategies
Arizona
$633K +$63.6K +1,547 +12%
LC
1854
Lindbrook Capital
California
$632K -$54.6K -1,328 -9%
BHTS
1855
Bar Harbor Trust Services
Maine
$630K -$169K -4,109 -23%
CC
1856
Cornerstone Capital
California
$630K – – –
ATWA
1857
Arbor Trust Wealth Advisors
Michigan
$629K – – –
AIC
1858
Ameritas Investment Company
Nebraska
$627K +$41.7K +1,014 +8%
WWM
1859
Windsor Wealth Management
Indiana
$623K -$100K -2,443 -15%
HCM
1860
Howland Capital Management
Massachusetts
$622K -$16.4K -400 -3%
CWM
1861
Cedar Wealth Management
California
$622K +$41.1K +1,000 +8%
TCM
1862
Tuttle Capital Management
Connecticut
$619K -$231K -5,630 -29%
SWK
1863
Stephen W. Kidder
$619K +$28.8K +700 +5%
CSWG
1864
Cardinal Strategic Wealth Guidance
Kentucky
$618K -$124K -3,008 -18%
CF
1865
Copperwynd Financial
Arizona
$618K -$31.2K -760 -5%
PFG
1866
PAX Financial Group
Texas
$618K +$63.6K +1,547 +13%
EFSCE
1867
Enterprise Financial Services Corp (EFSC)
Missouri
$616K -$32.2K -783 -5%
BC
1868
Burleson & Co
California
$616K -$14K -340 -2%
GAG
1869
GM Advisory Group
New York
$614K -$8.22K -200 -1%
LK
1870
Lumbard & Kellner
New Hampshire
$613K +$563K +13,706 New
ICM
1871
IMS Capital Management
Oregon
$610K -$605K -14,725 -52%
BCA
1872
Berman Capital Advisors
Georgia
$610K -$51.2K -1,247 -8%
DTC
1873
Davidson Trust Company
Washington
$609K -$62.6K -1,523 -10%
EWM
1874
EPG Wealth Management
Georgia
$608K +$87.5K +2,129 +19%
ANBT
1875
American National Bank & Trust
Texas
$607K -$8.38K -204 -1%
73 74
75
76 77