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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1101
Aries Wealth Management
Maine
$562K -$30.1K -420 -5%
IAA
1102
Independent Advisor Alliance
North Carolina
$556K -$664K -9,252 -50%
EHWM
1103
Eads & Heald Wealth Management
Georgia
$553K -$497K -6,928 -44%
AWA
1104
ARS Wealth Advisors
Florida
$551K -$344K -4,799 -35%
AW
1105
ACG Wealth
Georgia
$551K -$48.2K -672 -7%
SFSG
1106
Stearns Financial Services Group
North Carolina
$549K -$42.5K -592 -6%
ISL
1107
Ingalls & Snyder LLC
New York
$548K +$37.3K +520 +6%
BG
1108
Bellevue Group
Switzerland
$547K – – –
PNC
1109
Park National Corp
Ohio
$541K +$25.1K +350 +4%
OCM
1110
Orleans Capital Management
Louisiana
$540K -$244K -3,400 -28%
CB
1111
CNB Bank
Pennsylvania
$540K +$98.4K +1,372 +19%
TAM
1112
Taylor Asset Management
Ontario, Canada
$538K +$552K +7,700 New
I2I
1113
Insight 2811 Inc
Illinois
$537K -$64.6K -900 -9%
BFO
1114
Biltmore Family Office
North Carolina
$535K +$108K +1,500 +21%
IFAM
1115
Institutional & Family Asset Management
Colorado
$534K -$6.03K -84 -1%
PCA
1116
Private Capital Advisors
Connecticut
$526K – – –
LSAG
1117
Lake Street Advisors Group
New Hampshire
$525K -$58.2K -811 -9%
CWM
1118
Chesapeake Wealth Management
Virginia
$525K +$605K +8,433 New
FNFDCM
1119
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$524K – – –
TRCT
1120
Tower Research Capital (TRC)
New York
$523K +$48.7K +679 +9%
EMG
1121
Ellington Management Group
Connecticut
$523K +$603K +8,400 New
FFA
1122
First Foundation Advisors
California
$522K +$26.6K +371 +5%
IP
1123
Intellectus Partners
California
$521K -$22.8K -318 -4%
APP
1124
Avantax Planning Partners
Iowa
$520K +$35.4K +494 +6%
AB
1125
AT Bancorp
Iowa
$518K -$57K -795 -9%
43 44
45
46 47