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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1676
Tradewinds Capital Management
Washington
$246K – – –
TFM
1677
TFC Financial Management
Massachusetts
$246K +$8.26K +127 +4%
MA
1678
MCF Advisors
Kentucky
$246K +$95.9K +1,474 +69%
OC
1679
Oakworth Capital
Alabama
$245K – – –
KWA
1680
KCS Wealth Advisory
California
$244K -$2.86K -44 -1%
MTC
1681
McDaniel Terry & Co
Texas
$243K -$32.8K -504 -12%
PCP
1682
Proficio Capital Partners
Massachusetts
$243K -$25.7K -395 -10%
SC
1683
Slow Capital
California
$243K +$30.1K +463 +15%
CMBA
1684
C.M. Bidwell & Associates
Hawaii
$242K +$45.7K +702 +25%
LFA
1685
Landmark Financial Advisors
Kentucky
$242K +$207K +3,177 New
XF
1686
XML Financial
Maryland
$240K -$97.6K -1,500 -30%
MWM
1687
Mission Wealth Management
California
$240K +$229K +3,520 New
WG
1688
Watchman Group
Texas
$239K – – –
RWMH
1689
Riverpoint Wealth Management Holdings
Illinois
$238K +$1.82K +28 +0.8%
CWS
1690
Cypress Wealth Services
California
$238K +$227K +3,486 New
RFN
1691
RDA Financial Network
Iowa
$238K +$227K +3,491 New
BSB
1692
Bangor Savings Bank
Maine
$237K -$9.76K -150 -4%
NFG
1693
Nations Financial Group
Iowa
$237K +$226K +3,471 New
ONST
1694
Old North State Trust
North Carolina
$236K -$100K -1,542 -31%
AMIM
1695
Aull & Monroe Investment Management
Alabama
$236K -$16.4K -252 -7%
GSIS
1696
Global Strategic Investment Solutions
Arizona
$236K – – –
EWM
1697
Evermay Wealth Management
Virginia
$235K +$223K +3,435 New
PP
1698
PDS Planning
Ohio
$234K +$223K +3,432 New
BAM
1699
Berkshire Asset Management
Pennsylvania
$233K +$222K +3,409 New
SW
1700
SteelPeak Wealth
California
$232K -$183K -2,814 -45%
66 67
68
69 70