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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1226
Sentry Investment Management
Wisconsin
$356K -$61.9K -238 -15%
ISWM
1227
Independent Solutions Wealth Management
New York
$355K -$6.5K -25 -2%
PL
1228
Plancorp LLC
Missouri
$355K +$7.8K +30 +2%
BAM
1229
BOS Asset Management
Illinois
$352K – – –
LI
1230
Lafayette Investments
Maryland
$352K – – –
ESB
1231
Essex Savings Bank
Connecticut
$352K +$43.2K +166 +14%
WCF
1232
West Coast Financial
California
$347K – – –
CIA
1233
Caerus Investment Advisors
Texas
$342K – – –
IA
1234
IFG Advisory
Georgia
$341K +$334K +1,286 New
AAIS
1235
ABN AMRO Investment Solutions
$340K +$120K +462 +56%
CB
1236
Community Bank
New York
$339K -$338K -1,300 -50%
RMAM
1237
Raab & Moskowitz Asset Management
New Jersey
$338K -$46.5K -179 -12%
MAWA
1238
Moss Adams Wealth Advisors
Washington
$338K – – –
VWA
1239
Visionary Wealth Advisors
Illinois
$337K -$53K -204 -14%
AWA
1240
Aaron Wealth Advisors
Illinois
$337K +$780 +3 +0.2%
FMLI
1241
Fukoku Mutual Life Insurance
Japan
$334K – – –
BFC
1242
Bedel Financial Consulting
Indiana
$333K -$7.28K -28 -2%
WAM
1243
WNY Asset Management
New York
$333K -$24.4K -94 -7%
PA
1244
PSI Advisors
Florida
$332K -$9.88K -38 -3%
LBC
1245
Lowe Brockenbrough & Co
Virginia
$332K – – –
CPIG
1246
Chicago Partners Investment Group
Illinois
$331K +$1.82K +7 +0.5%
PK
1247
Pflug Koory
Nebraska
$328K -$36.4K -140 -10%
LFA
1248
Legacy Financial Advisors
Kentucky
$328K +$3.9K +15 +1%
MW
1249
Marcum Wealth
Ohio
$326K +$68.1K +262 +27%
FSA
1250
Fort Sheridan Advisors
Illinois
$326K -$106K -407 -25%
48 49
50
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