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Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
1101
Capital Advisors Wealth Management
Washington
$157K -$173K -15,163 -51%
RCI
1102
RS Crum Inc
California
$157K -$4.59K -401 -3%
PFPT
1103
Pinnacle Financial Partners (Tennessee)
Tennessee
$155K – – –
WMP
1104
Wealth Management Partners
Arizona
$155K -$4.93K -431 -3%
ITIM
1105
Indiana Trust & Investment Management
Indiana
$155K – – –
LK
1106
Lumbard & Kellner
New Hampshire
$155K +$168K +14,650 New
GEA
1107
Glen Eagle Advisors
New Jersey
$155K – – –
BIG
1108
Brooklyn Investment Group
New York
$155K +$167K +14,637 New
VF
1109
Vest Financial
Virginia
$154K +$167K +14,553 New
GCM
1110
Gables Capital Management
Florida
$154K -$34.3K -3,000 -17%
SWM
1111
Sagace Wealth Management
Florida
$153K +$161K +14,045 New
SCA
1112
Stonebridge Capital Advisors
Minnesota
$153K -$8.98K -785 -5%
FIM
1113
Freedom Investment Management
Connecticut
$153K +$13.1K +1,142 +9%
RCA
1114
Resonant Capital Advisors
Wisconsin
$152K +$1.54K +135 +0.9%
SA
1115
Scarborough Advisors
Maryland
$151K +$164K +14,310 New
VA
1116
Valmark Advisers
Ohio
$150K +$6.38K +558 +4%
RCM
1117
Raleigh Capital Management
North Carolina
$150K -$22.2K -1,942 -12%
AF
1118
Advisornet Financial
Minnesota
$150K +$47.8K +4,176 +42%
BCM
1119
Birmingham Capital Management
Alabama
$150K +$28.6K +2,500 +21%
HPM
1120
Hudson Portfolio Management
New York
$150K +$162K +14,200 New
WEG
1121
World Equity Group
Illinois
$150K -$6.11K -534 -4%
PWP
1122
Principle Wealth Partners
Connecticut
$149K +$162K +14,154 New
KP
1123
Keel Point
Alabama
$149K -$252 -22 -0.2%
WGC
1124
Watts Gwilliam & Co
Arizona
$149K +$162K +14,179 New
PIM
1125
Provident Investment Management
Michigan
$149K – – –
43 44
45
46 47