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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1701
Cherokee Insurance
Michigan
$207K +$179K +2,000 New
WAM
1702
Walker Asset Management
Missouri
$207K +$179K +2,000 New
FWM
1703
Focused Wealth Management
New York
$207K +$178K +1,999 New
LWM
1704
LeConte Wealth Management
Tennessee
$206K +$178K +1,996 New
IA
1705
Intellus Advisors
Florida
$206K +$178K +1,992 New
OWM
1706
OneAscent Wealth Management
Alabama
$206K +$178K +1,990 New
CTA
1707
Chesley Taft & Associates
Illinois
$206K +$178K +1,989 New
KA
1708
KLCM Advisors
Wisconsin
$206K +$177K +1,987 New
QFW
1709
QTR Family Wealth
Florida
$205K +$177K +1,985 New
OPA
1710
Old Port Advisors
Maine
$205K +$177K +1,983 New
WIM
1711
WealthPlan Investment Management
Nebraska
$204K +$176K +1,972 New
EP
1712
Essential Planning
New Hampshire
$204K +$176K +1,969 New
HFS
1713
Howard Financial Services
Texas
$203K +$176K +1,967 New
TCP
1714
TMB Capital Partners
Arkansas
$203K +$175K +1,963 New
DSC
1715
Duncker Streett & Co
Missouri
$203K – – –
WG
1716
Welch Group
Alabama
$202K +$175K +1,956 New
PSP
1717
Pacific Sage Partners
Washington
$202K +$174K +1,951 New
SRC
1718
Shufro Rose & Co
New York
$202K +$174K +1,950 New
AAM
1719
Aureus Asset Management
Massachusetts
$202K +$174K +1,948 New
EFSCE
1720
Enterprise Financial Services Corp (EFSC)
Missouri
$201K +$174K +1,944 New
B
1721
Barings
North Carolina
$200K +$173K +1,934 New
CCWM
1722
Cassaday & Co Wealth Management
Virginia
$199K -$625 -7 -0.4%
CF
1723
Centaurus Financial
California
$197K +$1.61K +18 +1%
PF
1724
PlanVest Financial
Maryland
$190K +$179 +2 +0.1%
NRG
1725
Nemes Rush Group
Michigan
$189K – – –
67 68
69
70 71