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Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1751
Berman Capital Advisors
Georgia
$422K -$33.2K -325 -7%
WAOTB
1752
Wealth Advisors of Tampa Bay
Florida
$421K – – –
RMC
1753
Regis Management Company
California
$419K – – –
VFM
1754
Viking Fund Management
North Dakota
$419K – – –
NFG
1755
Nations Financial Group
Iowa
$416K -$69.4K -679 -15%
SCI
1756
Stableford Capital II
Arizona
$412K -$2.45K -24 -0.6%
PC
1757
Palo Capital
California
$412K – – –
SFG
1758
StrategIQ Financial Group
Indiana
$412K +$51.1K +500 +15%
FWP
1759
FAS Wealth Partners
Kansas
$411K – – –
AF
1760
Alerus Financial
North Dakota
$409K -$4.07M -39,794 -91%
FBT
1761
First Bank & Trust
South Dakota
$408K +$12.8K +125 +3%
CP
1762
Cumberland Partners
Ontario, Canada
$408K +$398K +3,891 New
TFO
1763
Tarbox Family Office
California
$406K -$716 -7 -0.2%
SS
1764
Sunbelt Securities
Texas
$406K +$151K +1,473 +61%
CF
1765
Corrigan Financial
Rhode Island
$403K -$614 -6 -0.2%
WPW
1766
Winthrop Partners - WNY
New York
$403K – – –
WCM
1767
Weatherstone Capital Management
Colorado
$402K -$20.5K -200 -5%
MC
1768
Montag & Caldwell
Georgia
$398K – – –
TFF
1769
The Family Firm
Maryland
$398K +$511 +5 +0.1%
WPA
1770
Winning Points Advisors
Florida
$397K – – –
SCA
1771
STALEY CAPITAL ADVISERS
Pennsylvania
$397K +$388K +3,792 New
RHFI
1772
Reilly Herbert Faulkner III
$396K – – –
CPA
1773
Clear Perspective Advisors
Illinois
$395K +$6.65K +65 +2%
HPWM
1774
Highland Private Wealth Management
Washington
$395K +$385K +3,765 New
FRM
1775
Fox Run Management
Connecticut
$393K -$278K -2,717 -42%
69 70
71
72 73