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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2601
Hilton Capital Management
New York
$351K +$309K +2,157 New
WS
2602
Wela Strategies
Georgia
$351K +$309K +2,158 New
CA
2603
Claris Advisors
Missouri
$350K +$1.86K +13 +0.6%
OAM
2604
Occidental Asset Management
California
$349K +$4.45K +31 +1%
PAIM
2605
Punch & Associates Investment Management
Minnesota
$347K – – –
BI
2606
Blooom Inc
Kansas
$346K -$14.8K -103 -5%
SIG
2607
Spinnaker Investment Group
California
$346K -$13.5K -94 -4%
WCWM
2608
Wooster Corthell Wealth Management
Connecticut
$345K – – –
UAML
2609
US Asset Management LLC
Pennsylvania
$345K +$2.87K +20 +1%
AWC
2610
Adamsbrown Wealth Consultants
Kansas
$345K +$304K +2,119 New
TFF
2611
The Family Firm
Maryland
$344K +$430 +3 +0.1%
EWM
2612
Evermay Wealth Management
Virginia
$343K -$166K -1,155 -35%
FPWM
2613
FSB Premier Wealth Management
Iowa
$342K +$5.88K +41 +2%
CWA
2614
Centennial Wealth Advisory
Michigan
$342K +$17.4K +121 +6%
PIMG
2615
Patriot Investment Management Group
Tennessee
$342K +$302K +2,104 New
KCM
2616
Karp Capital Management
California
$341K -$147K -1,024 -33%
NPF
2617
Norris Perne & French
Michigan
$341K +$27.2K +190 +10%
CBOR
2618
Community Bank of Raymore
Missouri
$340K – – –
NG
2619
NWK Group
California
$340K – – –
IP
2620
Isthmus Partners
Wisconsin
$338K – – –
MWA
2621
Miller Wealth Advisors
Colorado
$338K +$70.7K +493 +31%
RCI
2622
RS Crum Inc
California
$337K -$430 -3 -0.1%
LAS
2623
Lloyd Advisory Services
Georgia
$335K -$85.6K -597 -22%
VBWMG
2624
Von Berge Wealth Management Group
California
$335K – – –
CCM
2625
Cribstone Capital Management
Maine
$335K +$287 +2 +0.1%
103 104
105
106 107