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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1226
Capital Investment Advisors
Georgia
$356K +$60.1K +231 +21%
SIM
1227
Sentry Investment Management
Wisconsin
$356K -$61.9K -238 -15%
ISWM
1228
Independent Solutions Wealth Management
New York
$355K -$6.5K -25 -2%
PL
1229
Plancorp LLC
Missouri
$355K +$7.8K +30 +2%
BAM
1230
BOS Asset Management
Illinois
$352K – – –
LI
1231
Lafayette Investments
Maryland
$352K – – –
ESB
1232
Essex Savings Bank
Connecticut
$352K +$43.2K +166 +14%
WCF
1233
West Coast Financial
California
$347K – – –
CIA
1234
Caerus Investment Advisors
Texas
$342K – – –
IA
1235
IFG Advisory
Georgia
$341K +$334K +1,286 New
AAIS
1236
ABN AMRO Investment Solutions
$340K +$120K +462 +56%
CB
1237
Community Bank
New York
$339K -$338K -1,300 -50%
RMAM
1238
Raab & Moskowitz Asset Management
New Jersey
$338K -$46.5K -179 -12%
MAWA
1239
Moss Adams Wealth Advisors
Washington
$338K – – –
VWA
1240
Visionary Wealth Advisors
Illinois
$337K -$53K -204 -14%
AWA
1241
Aaron Wealth Advisors
Illinois
$337K +$780 +3 +0.2%
FMLI
1242
Fukoku Mutual Life Insurance
Japan
$334K – – –
BFC
1243
Bedel Financial Consulting
Indiana
$333K -$7.28K -28 -2%
WAM
1244
WNY Asset Management
New York
$333K -$24.4K -94 -7%
PA
1245
PSI Advisors
Florida
$332K -$9.88K -38 -3%
LBC
1246
Lowe Brockenbrough & Co
Virginia
$332K – – –
CPIG
1247
Chicago Partners Investment Group
Illinois
$331K +$1.82K +7 +0.5%
PK
1248
Pflug Koory
Nebraska
$328K -$36.4K -140 -10%
LFA
1249
Legacy Financial Advisors
Kentucky
$328K +$3.9K +15 +1%
MW
1250
Marcum Wealth
Ohio
$326K +$68.1K +262 +27%
48 49
50
51 52