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Name Holding Trade Value Shares
Change 		Change in
Stake
BMD
2201
Better Money Decisions
New Mexico
$321K +$21.6K +205 +7%
FNC
2202
First National Corp
Massachusetts
$321K +$22.2K +210 +6%
GWM
2203
Greenwich Wealth Management
Connecticut
$321K +$61K +578 +23%
BONST
2204
Bank of Nova Scotia Trust
Ontario, Canada
$320K -$106 -1 -0%
PFC
2205
Phocas Financial Corp
California
$319K -$5.28K -50 -2%
AM
2206
Atwater Malick
Pennsylvania
$319K – – –
EWF
2207
Epstein & White Financial
California
$319K +$4.54K +43 +1%
CFP
2208
Curran Financial Partners
South Carolina
$319K +$15.8K +150 +5%
P
2209
&Partners
Tennessee
$319K +$56.2K +532 +21%
FPWM
2210
FSB Premier Wealth Management
Iowa
$319K +$78.2K +741 +32%
STB
2211
S&T Bank
Pennsylvania
$319K +$322K +3,048 New
PFA
2212
Paradigm Financial Advisors
Missouri
$318K -$10.2K -97 -3%
MLL
2213
Moody Lynn & Lieberson
Massachusetts
$318K +$11K +104 +4%
SSW
2214
Smith Shellnut Wilson
Mississippi
$315K -$13.9K -132 -4%
WIC
2215
Wilkins Investment Counsel
Massachusetts
$315K – – –
BFS
2216
Bickling Financial Services
Massachusetts
$315K +$9.61K +91 +3%
LWM
2217
Loveless Wealth Management
Montana
$315K +$27.4K +260 +9%
NWA
2218
New World Advisors
Massachusetts
$314K +$317K +3,000 New
PWM
2219
Palumbo Wealth Management
New York
$314K +$317K +3,000 New
SIMM
2220
Stillwater Investment Management (Minnesota)
Minnesota
$312K +$3.8K +36 +1%
AIP
2221
Almanack Investment Partners
Pennsylvania
$311K -$119K -1,123 -27%
HWA
2222
Heartwood Wealth Advisors
Virginia
$311K +$313K +2,968 New
MGIA
2223
Matthew Goff Investment Advisor
Texas
$310K – – –
SFP
2224
Sandbox Financial Partners
Maryland
$310K +$3.48K +33 +1%
AGA
2225
Arkos Global Advisors
Texas
$310K +$313K +2,963 New
87 88
89
90 91