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Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
1151
Main Street Financial Solutions
Pennsylvania
$466K -$5.23K -20 -1%
NB
1152
Nicolet Bankshares
Wisconsin
$465K -$217K -830 -35%
MIM
1153
Morningstar Investment Management
Illinois
$464K – – –
CAM
1154
Columbia Asset Management
Michigan
$463K +$5.49K +21 +1%
TF
1155
Trek Financial
Arizona
$461K +$103K +392 +34%
LK
1156
Lumbard & Kellner
New Hampshire
$460K – – –
FWCM
1157
Ferguson Wellman Capital Management
Oregon
$459K -$673K -2,571 -63%
WSCM
1158
Wellington Shields Capital Management
New York
$457K – – –
EFS
1159
Essex Financial Services
Connecticut
$457K +$25.1K +96 +6%
HR
1160
Hardy Reed
Mississippi
$456K +$398K +1,520 New
WMA
1161
Wealth Management Associates
New Jersey
$455K – – –
SCM
1162
Shelton Capital Management
Colorado
$455K -$26.2K -100 -6%
IFG
1163
Independent Financial Group
California
$455K +$13.9K +53 +4%
1WA
1164
180 Wealth Advisors
Washington
$453K -$2.88K -11 -0.7%
DL
1165
DOHJ LLC
Washington
$452K +$394K +1,508 New
FA
1166
Fortis Advisors
Pennsylvania
$452K – – –
WAM
1167
Wolverine Asset Management
Illinois
$450K -$131K -500 -25%
MAWA
1168
Moss Adams Wealth Advisors
Washington
$448K +$12.3K +47 +3%
VC
1169
Vicus Capital
Pennsylvania
$445K -$284K -1,087 -42%
KFGK
1170
Keystone Financial Group (Kentucky)
Kentucky
$445K -$61.7K -236 -14%
DWAM
1171
Duncan Williams Asset Management
Tennessee
$445K +$91.6K +350 +31%
SWM
1172
Spire Wealth Management
Virginia
$443K -$2.88K -11 -0.7%
TC
1173
TownSquare Capital
Utah
$443K -$24.9K -95 -6%
KA
1174
Kovack Advisors
Florida
$442K -$53.1K -203 -12%
PL
1175
Plancorp LLC
Missouri
$439K +$7.32K +28 +2%
45 46
47
48 49