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Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1401
AJO LP
Pennsylvania
$305K -$64.2K -1,084 -18%
LB
1402
Legacy Bridge
Iowa
$303K -$42.4K -716 -13%
AWP
1403
Ascent Wealth Partners
New York
$300K -$28.6K -482 -9%
HR
1404
Hayden Royal
North Carolina
$300K +$5.81K +98 +2%
AF
1405
Alerus Financial
North Dakota
$299K -$26.7K -450 -9%
FNBTCON
1406
First National Bank & Trust Co of Newtown
Pennsylvania
$299K – – –
OWA
1407
Outlook Wealth Advisors
Texas
$299K +$7.64K +129 +3%
MCWS
1408
McKinley Carter Wealth Services
West Virginia
$299K +$20.9K +352 +8%
SFSIG
1409
San Francisco Sentry Investment Group
California
$298K -$12.7K -215 -4%
HA
1410
Harfst & Associates
Wyoming
$298K +$280K +4,730 New
WP
1411
WealthPLAN Partners
Nebraska
$297K +$5.51K +93 +2%
SSWM
1412
Sheets Smith Wealth Management
North Carolina
$296K +$15.2K +256 +6%
PAG
1413
Pinnacle Advisory Group
Maryland
$294K -$6.28K -106 -2%
MCP
1414
Mirador Capital Partners
California
$294K +$5.93K +100 +2%
OPA
1415
Old Port Advisors
Maine
$293K +$35.5K +599 +15%
CFS
1416
CRA Financial Services
New Jersey
$293K +$276K +4,651 New
KLCM
1417
KG&L Capital Management
Louisiana
$292K -$89.4K -1,509 -25%
NFC
1418
Northeast Financial Consultants
Connecticut
$292K -$1.9K -32 -0.7%
SIG
1419
Sargent Investment Group
Maryland
$292K – – –
GEA
1420
Glen Eagle Advisors
New Jersey
$292K +$47.5K +801 +21%
FSA
1421
Fort Sheridan Advisors
Illinois
$291K +$273K +4,608 New
DIM
1422
DC Investments Management
Virginia
$289K -$275K -4,649 -50%
PCM
1423
Pointe Capital Management
Michigan
$289K – – –
BAM
1424
Bruderman Asset Management
New York
$289K +$1.42K +24 +0.6%
AFP
1425
Ausdal Financial Partners
Iowa
$288K +$7.94K +134 +3%
55 56
57
58 59