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Name Holding Trade Value Shares
Change 		Change in
Stake
AMIM
1701
Aull & Monroe Investment Management
Alabama
$309K -$3.06K -40 -1%
IIM
1702
InTrack Investment Management
Vermont
$308K +$3.67K +48 +1%
FAIM
1703
Financial Advocates Investment Management
Washington
$307K -$47.5K -622 -14%
JWM
1704
JGP Wealth Management
Oregon
$303K -$52K -681 -15%
CPA
1705
Cardiff Park Advisors
California
$302K +$611 +8 +0.2%
KFS
1706
Kaizen Financial Strategies
California
$301K +$17.2K +225 +6%
AC
1707
Allstate Corporation
Illinois
$301K -$33K -432 -10%
TSWM
1708
Tyler-Stone Wealth Management
Ohio
$301K +$25.7K +336 +10%
FRM
1709
Fox Run Management
Connecticut
$301K -$786K -10,294 -73%
AWAU
1710
Alliance Wealth Advisors (Utah)
Utah
$300K +$34.8K +455 +14%
CA
1711
Cornerstone Advisory
Maryland
$300K -$26.2K -343 -8%
AAS
1712
Annex Advisory Services
Wisconsin
$300K +$287K +3,758 New
WCM
1713
WealthBridge Capital Management
Ohio
$299K +$287K +3,754 New
AA
1714
Advisory Alpha
Michigan
$299K +$25.1K +329 +10%
HHRDM
1715
H&H Retirement Design & Management
Nevada
$296K +$325K +4,257 New
SW
1716
SkyOak Wealth
Michigan
$294K – – –
NA
1717
Navellier & Associates
Nevada
$293K – – –
SWM
1718
Stockman Wealth Management
Montana
$293K -$7.14M -93,408 -96%
WG
1719
Winton Group
United Kingdom
$292K -$2.52M -32,983 -90%
WP
1720
Westmount Partners
California
$292K – – –
WIC
1721
Woodmont Investment Counsel
Tennessee
$292K -$7.64K -100 -3%
1IA
1722
1620 Investment Advisors
Massachusetts
$291K -$20.2K -264 -7%
FNC
1723
First National Corp
Massachusetts
$291K – – –
KFSC
1724
Keystone Financial Services (Colorado)
Colorado
$291K -$5.27K -69 -2%
NIWA
1725
New Insight Wealth Advisors
California
$290K -$155K -2,024 -36%
67 68
69
70 71