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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2626
Heritage Financial Services
Massachusetts
$313K -$229K -1,383 -39%
TC
2627
TAP Consulting
Missouri
$313K +$992 +6 +0.3%
PP
2628
Pegasus Partners
Wisconsin
$313K +$94.1K +569 +36%
ICM
2629
IMS Capital Management
Oregon
$312K -$9.26K -56 -3%
WS
2630
Wela Strategies
Georgia
$312K -$827 -5 -0.2%
DM
2631
Diker Management
New York
$312K – – –
EDRIA
2632
Edmonds Duncan Registered Investment Advisors
Kansas
$312K – – –
GCM
2633
Graham Capital Management
Connecticut
$311K -$328K -1,987 -48%
HFG
2634
Heron Financial Group
New York
$311K -$13.2K -80 -4%
OAM
2635
Occidental Asset Management
California
$311K +$661 +4 +0.2%
DFG
2636
Demars Financial Group
Washington
$310K +$36.4K +220 +11%
PAIM
2637
Punch & Associates Investment Management
Minnesota
$309K – – –
CAAM
2638
Cornerstone Advisors Asset Management
Pennsylvania
$308K +$352K +2,130 New
FA
2639
Fiducient Advisors
Illinois
$308K -$35.5K -215 -9%
UAML
2640
US Asset Management LLC
Pennsylvania
$308K +$2.15K +13 +0.6%
BFA
2641
Beacon Financial Advisory
Ohio
$308K +$26.3K +159 +8%
AWC
2642
Adamsbrown Wealth Consultants
Kansas
$306K -$661 -4 -0.2%
WCWM
2643
Wooster Corthell Wealth Management
Connecticut
$306K – – –
FPWM
2644
FSB Premier Wealth Management
Iowa
$305K -$1.49K -9 -0.4%
BI
2645
Blooom Inc
Kansas
$305K +$4.46K +27 +1%
AFC
2646
AFT Forsyth & Company
Florida
$305K +$44.6K +270 +15%
TAM
2647
Trillium Asset Management
Massachusetts
$304K -$103K -623 -23%
PGA
2648
Portland Global Advisors
Maine
$304K -$24.8K -150 -7%
WB
2649
West Bancorporation
Iowa
$304K -$12.9K -78 -4%
HWMA
2650
Heritage Wealth Management (Arizona)
Arizona
$304K -$29.3K -177 -8%
104 105
106
107 108