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DOCU

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
976
Advent Capital Management
New York
$13K -$4.46M -19,955 -100%
CWC
977
Carolinas Wealth Consulting
North Carolina
$13K -$49.9K -223 -83%
PCG
978
Private Capital Group
Connecticut
$13K +$447 +2 +5%
LWCFA
979
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K +$10.3K +46 New
PWS
980
Paragon Wealth Strategies
Florida
$13K +$10.3K +46 New
PP
981
Pacifica Partners
Canada
$12K -$6.71K -30 -40%
PFBT
982
Parkside Financial Bank & Trust
Missouri
$12K +$3.13K +14 +50%
TCOV
983
Trust Company of Vermont
Vermont
$11K -$1.56K -7 -15%
KTC
984
Kistler-Tiffany Companies
Pennsylvania
$11K – – –
PB
985
Pinnacle Bancorp
Nebraska
$11K +$3.13K +14 +52%
LWM
986
Liberty Wealth Management
California
$11K +$3.8K +17 +81%
LCM
987
Logan Capital Management
Pennsylvania
$11K +$8.94K +40 New
SSC
988
Syverson Strege & Co
Iowa
$11K +$8.94K +40 New
WB
989
Webster Bank
Connecticut
$10K -$106K -473 -93%
BMD
990
Better Money Decisions
New Mexico
$10K – – –
EWM
991
Elmwood Wealth Management
California
$10K – – –
ONST
992
Old North State Trust
North Carolina
$10K – – –
CWA
993
Carolina Wealth Advisors
South Carolina
$8K – – –
MS
994
Mizuho Securities
Japan
$8K – – –
RIM
995
Rockbridge Investment Management
New York
$8K – – –
SNT
996
Security National Trust
West Virginia
$8K – – –
WQ
997
Wealth Quarterback
New Jersey
$8K +$5.81K +26 New
RWM
998
Raffa Wealth Management
District of Columbia
$7.55K -$447 -2 -7%
ME
999
McIlrath & Eck
Washington
$7K – – –
CHA
1000
Carmichael Hill & Associates
Maryland
$7K +$5.59K +25 New
38 39
40
41 42