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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1226
Anchor Investment Management
South Carolina
$159K -$22.6K -1,739 -12%
CWP
1227
Concord Wealth Partners
Virginia
$159K -$5.87K -452 -3%
BCA
1228
Bay Colony Advisors
Massachusetts
$159K +$25.4K +1,958 +18%
FAM
1229
Formidable Asset Management
Ohio
$158K -$19.5K -1,500 -11%
SGI
1230
Summit Global Investments
Utah
$158K -$26.4K -2,030 -14%
PM
1231
Penbrook Management
New York
$158K -$188K -14,475 -53%
BCM
1232
Birmingham Capital Management
Alabama
$158K +$13K +1,000 +9%
JWM
1233
Jessup Wealth Management
Ohio
$157K -$36.1K -2,781 -18%
HNWAG
1234
High Net Worth Advisory Group
Florida
$157K -$14.3K -1,099 -8%
TVAMP
1235
Tennessee Valley Asset Management Partners
Tennessee
$157K +$5.23K +403 +3%
SIC
1236
Samalin Investment Counsel
New York
$156K -$63.4K -4,882 -28%
BP
1237
Ballentine Partners
Massachusetts
$156K -$36.3K -2,794 -18%
FIM
1238
Fernwood Investment Management
Massachusetts
$156K – – –
VA
1239
Valmark Advisers
Ohio
$156K – – –
BFIM
1240
Beese Fulmer Investment Management
Ohio
$156K -$3.66K -282 -2%
KC
1241
Kingfisher Capital
North Carolina
$156K +$104 +8 +0.1%
RWB
1242
RMR Wealth Builders
New Jersey
$156K -$27.2K -2,092 -14%
DOA
1243
D'Orazio & Associates
Virginia
$156K -$7.01K -540 -4%
GI
1244
GAMCO Investors
Connecticut
$155K – – –
SP
1245
Successful Portfolios
Florida
$155K -$6.82K -525 -4%
FPB
1246
First PREMIER Bank
South Dakota
$155K -$18.5K -1,425 -10%
BIA
1247
Barry Investment Advisors
Massachusetts
$155K +$454 +35 +0.3%
PPW
1248
Parcion Private Wealth
Washington
$154K -$3.25K -250 -2%
KIG
1249
Kowal Investment Group
Wisconsin
$154K +$22.8K +1,757 +16%
BWA
1250
Beam Wealth Advisors
Louisiana
$154K +$8.31K +640 +5%
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50
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