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Name Holding Trade Value Shares
Change 		Change in
Stake
SRSA
1301
S.R. Schill & Associates
Washington
$127K – – –
PCP
1302
Proficio Capital Partners
Massachusetts
$127K +$2.84K +203 +2%
NERM
1303
New England Research & Management
Illinois
$127K +$159K +11,350 New
MWAM
1304
Manhattan West Asset Management
California
$126K -$7.82K -559 -5%
MHB
1305
Midwest Heritage Bank
Iowa
$126K – – –
CB
1306
Cadence Bank
Mississippi
$126K +$2.81K +201 +2%
AP
1307
Americana Partners
Texas
$126K +$158K +11,261 New
LAM
1308
L2 Asset Management
Massachusetts
$125K -$618K -44,135 -80%
BW
1309
Bison Wealth
Georgia
$125K +$8.44K +603 +6%
IWA
1310
Intercontinental Wealth Advisors
Texas
$125K +$10.1K +722 +7%
CAI
1311
Capital Advisors Inc
Oklahoma
$124K -$36.6K -2,617 -20%
KCPG
1312
Kavar Capital Partners Group
Kansas
$124K – – –
LF
1313
Lantz Financial
Illinois
$124K – – –
HIF
1314
Hill Island Financial
Michigan
$124K +$28 +2 +0%
4WM
1315
44 Wealth Management
Oregon
$124K +$700 +50 +0.5%
BCA
1316
Bay Colony Advisors
Massachusetts
$124K +$3.81K +272 +3%
SWMP
1317
Signature Wealth Management Partners
New Jersey
$124K +$155K +11,045 New
MIM
1318
Moseley Investment Management
Florida
$123K -$3.22K -230 -2%
DDPIC
1319
Deroy & Devereaux Private Investment Counsel
Michigan
$123K – – –
CWS
1320
Confluence Wealth Services
Pennsylvania
$122K -$104K -7,446 -41%
WA
1321
Waverly Advisors
Alabama
$122K -$32.9K -2,351 -18%
SWM
1322
Segment Wealth Management
Texas
$122K – – –
RWG
1323
Regal Wealth Group
California
$122K +$364 +26 +0.3%
D
1324
Diversified
Delaware
$122K +$152K +10,861 New
BWM
1325
BerganKDV Wealth Management
Minnesota
$121K -$8.82K -630 -6%
51 52
53
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