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Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
1801
Alpha Omega Wealth Management
Virginia
$365K +$102 +1 +0%
FNB
1802
Farmers National Bank
Kentucky
$365K +$5.63K +55 +2%
CWM
1803
Connecticut Wealth Management
Connecticut
$363K -$6.24K -61 -2%
ACM
1804
Aviance Capital Management
Florida
$361K -$465K -4,551 -57%
MFW
1805
Mosaic Family Wealth
Missouri
$360K -$5.22K -51 -1%
KSA
1806
Ken Stern & Associates
California
$360K +$33.4K +327 +11%
KWA
1807
KCS Wealth Advisory
California
$359K -$15.1K -148 -4%
BMCM
1808
Bryn Mawr Capital Management
Pennsylvania
$359K +$23.4K +229 +7%
HS
1809
HighVista Strategies
Massachusetts
$356K -$215K -2,100 -38%
BFG
1810
Barber Financial Group
Kansas
$355K +$35.8K +350 +12%
KIM
1811
Karpus Investment Management
New York
$355K +$40.9K +400 +14%
WG
1812
Welch Group
Alabama
$354K – – –
ATFA
1813
All Terrain Financial Advisors
Minnesota
$352K +$61.4K +600 +22%
AA
1814
Apriem Advisors
California
$350K -$10.2K -100 -3%
PFBT
1815
Parkside Financial Bank & Trust
Missouri
$350K +$13.7K +134 +4%
FLI
1816
Family Legacy Inc
South Carolina
$349K -$4.19K -41 -1%
SIM
1817
Sadoff Investment Management
Wisconsin
$349K +$340K +3,326 New
PHAM
1818
Palisades Hudson Asset Management
Florida
$346K – – –
RGIA
1819
Rainier Group Investment Advisory
Washington
$346K – – –
IFAM
1820
Institutional & Family Asset Management
Colorado
$346K +$33.9K +331 +11%
NWS
1821
Newport Wealth Strategies
California
$343K -$217K -2,125 -39%
SWK
1822
Stephen W. Kidder
$342K – – –
CBOR
1823
Community Bank of Raymore
Missouri
$342K +$21.9K +214 +7%
TFS
1824
TrustCore Financial Services
Tennessee
$342K +$27.7K +271 +9%
AF
1825
Affiance Financial
Minnesota
$341K +$11.5K +112 +4%
71 72
73
74 75