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Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
1301
Institutional & Family Asset Management
Colorado
$87K +$69.4K +347 New
DSC
1302
Duncker Streett & Co
Missouri
$85K +$200 +1 +0.3%
ME
1303
McIlrath & Eck
Washington
$84K +$7K +35 +12%
YAL
1304
Your Advocates Ltd
Texas
$83K – – –
MWC
1305
MBM Wealth Consultants
Missouri
$81K -$14.6K -73 -18%
HI
1306
Hudock Inc
Pennsylvania
$79K +$57K +285 +950%
SIS
1307
Sound Income Strategies
Florida
$78K – – –
CCM
1308
Chiron Capital Management
Florida
$78K +$62K +310 New
WIM
1309
Westside Investment Management
California
$77K -$20K -100 -2%
PFO
1310
Pathstone Family Office
New Jersey
$76K – – –
BC
1311
Barnett & Company
Tennessee
$75K – – –
RTC
1312
Riverview Trust Company
Washington
$72K -$40K -200 -41%
ZB
1313
Zions Bancorporation
Utah
$69K -$4.4K -22 -8%
ATC
1314
Adirondack Trust Company
New York
$69K – – –
NL
1315
NVWM LLC
Pennsylvania
$66K +$2.2K +11 +4%
LB
1316
Legacy Bridge
Iowa
$65K – – –
C
1317
Cerebellum
California
$63K -$50K -250 -50%
PCG
1318
Private Capital Group
Connecticut
$62K -$10.2K -51 -17%
EP
1319
Eudaimonia Partners
Tennessee
$62K +$49K +245 New
NIC
1320
Northwest Investment Counselors
Oregon
$62K +$49K +245 New
VCM
1321
Versant Capital Management
Arizona
$61K -$400 -2 -0.8%
TPWA
1322
TRUE Private Wealth Advisors
Oregon
$58K -$600 -3 -1%
ADL
1323
Asset Dedication LLC
California
$58K – – –
CA
1324
Centerpoint Advisors
Massachusetts
$58K – – –
WAS
1325
Winch Advisory Services
Wisconsin
$57K +$4K +20 +10%
51 52
53
54 55