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Name Holding Trade Value Shares
Change 		Change in
Stake
MTC
1676
McDaniel Terry & Co
Texas
$243K -$32.8K -504 -12%
PCP
1677
Proficio Capital Partners
Massachusetts
$243K -$25.7K -395 -10%
SC
1678
Slow Capital
California
$243K +$30.1K +463 +15%
CMBA
1679
C.M. Bidwell & Associates
Hawaii
$242K +$45.7K +702 +25%
LFA
1680
Landmark Financial Advisors
Kentucky
$242K +$207K +3,177 New
XF
1681
XML Financial
Maryland
$240K -$97.6K -1,500 -30%
MWM
1682
Mission Wealth Management
California
$240K +$229K +3,520 New
WG
1683
Watchman Group
Texas
$239K – – –
RWMH
1684
Riverpoint Wealth Management Holdings
Illinois
$238K +$1.82K +28 +0.8%
CWS
1685
Cypress Wealth Services
California
$238K +$227K +3,486 New
RFN
1686
RDA Financial Network
Iowa
$238K +$227K +3,491 New
BSB
1687
Bangor Savings Bank
Maine
$237K -$9.76K -150 -4%
NFG
1688
Nations Financial Group
Iowa
$237K +$226K +3,471 New
ONST
1689
Old North State Trust
North Carolina
$236K -$100K -1,542 -31%
AMIM
1690
Aull & Monroe Investment Management
Alabama
$236K -$16.4K -252 -7%
GSIS
1691
Global Strategic Investment Solutions
Arizona
$236K – – –
EWM
1692
Evermay Wealth Management
Virginia
$235K +$223K +3,435 New
PP
1693
PDS Planning
Ohio
$234K +$223K +3,432 New
BAM
1694
Berkshire Asset Management
Pennsylvania
$233K +$222K +3,409 New
SW
1695
SteelPeak Wealth
California
$232K -$183K -2,814 -45%
SWMP
1696
Signature Wealth Management Partners
New Jersey
$232K +$221K +3,393 New
CF
1697
Corrigan Financial
Rhode Island
$232K +$220K +3,390 New
W
1698
WealthStone
Ohio
$231K +$220K +3,385 New
TFS
1699
Thoroughbred Financial Services
Tennessee
$231K +$220K +3,389 New
FNBOH
1700
First National Bank of Hutchinson
Kansas
$230K +$209K +3,208 New
66 67
68
69 70