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Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOSM
1726
First National Bank of South Miami
Florida
$310K -$23.9K -336 -7%
SVWAG
1727
Sound View Wealth Advisors Group
Georgia
$308K -$69K -970 -18%
WP
1728
WealthShield Partners
North Carolina
$308K -$47.5K -668 -13%
BAM
1729
Berkshire Asset Management
Pennsylvania
$308K +$25K +351 +9%
TF
1730
TimeScale Financial
Massachusetts
$306K +$2.35K +33 +0.8%
ACA
1731
Atlas Capital Advisors
Wyoming
$304K -$72.3K -1,016 -19%
FC
1732
Fulcrum Capital
Washington
$304K – – –
WS
1733
Wela Strategies
Georgia
$304K +$2.13K +30 +0.7%
RIA
1734
Richwood Investment Advisors
Ohio
$304K -$30.1K -423 -9%
DBT
1735
Dubuque Bank & Trust
Iowa
$303K – – –
ABLA
1736
Alan B. Lancz & Associates
Ohio
$303K – – –
FAG
1737
Fortitude Advisory Group
Washington
$303K -$11.2K -157 -3%
CPSC
1738
Carl P. Sherr & Co
Massachusetts
$302K – – –
CWM
1739
Centurion Wealth Management
Virginia
$302K -$213 -3 -0.1%
VA
1740
Valmark Advisers
Ohio
$301K -$3.91K -55 -1%
OIA
1741
Optimum Investment Advisors
Illinois
$298K -$3.2K -45 -1%
APWM
1742
Argonautica Private Wealth Management
Massachusetts
$296K +$305K +4,284 New
RFN
1743
RDA Financial Network
Iowa
$296K -$480K -6,750 -61%
MTC
1744
McDaniel Terry & Co
Texas
$295K +$2.06K +29 +0.7%
MAM
1745
MMA Asset Management
Pennsylvania
$295K -$128K -1,799 -30%
CA
1746
Calton & Associates
Florida
$295K +$65.8K +925 +28%
IIM
1747
InTrack Investment Management
Vermont
$292K -$26K -365 -8%
CIG
1748
Cascade Investment Group
Colorado
$292K – – –
EB
1749
Exchange Bank
California
$292K +$300K +4,219 New
UAS
1750
United Asset Strategies
New York
$292K -$155K -2,178 -34%
68 69
70
71 72