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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1301
Somerset Trust
Pennsylvania
$305K +$24.5K +98 +10%
SFC
1302
Swisher Financial Concepts
Ohio
$304K -$10.5K -42 -4%
BWM
1303
BCS Wealth Management
Tennessee
$304K +$17.5K +70 +7%
CSIC
1304
Clifford Swan Investment Counsel
California
$304K +$5K +20 +2%
AHB
1305
Abner Herrman & Brock
New Jersey
$303K -$12.3K -49 -4%
PCA
1306
Private Capital Advisors
Connecticut
$303K +$262K +1,046 New
NSIM
1307
North Star Investment Management
Illinois
$303K +$75.5K +302 +41%
BW
1308
Basepoint Wealth
Iowa
$302K -$4.25K -17 -2%
SXL
1309
Summit X LLC
Missouri
$302K +$20K +80 +8%
PSA
1310
Plum Street Advisors
Louisiana
$302K +$276K +1,103 New
GWA
1311
GGM Wealth Advisors
Maryland
$300K -$250 -1 -0.1%
PCS
1312
Personal CFO Solutions
New Jersey
$299K -$25.8K -103 -9%
AOWM
1313
Alpha Omega Wealth Management
Virginia
$299K – – –
APP
1314
Avantax Planning Partners
Iowa
$299K -$17.3K -69 -6%
IAN
1315
Integrated Advisors Network
Texas
$298K +$14.8K +59 +6%
WMA
1316
West Michigan Advisors
Michigan
$298K -$136K -545 -35%
LCGC
1317
Legacy Capital Group California
California
$297K -$3.25K -13 -1%
PIA
1318
Perennial Investment Advisors
California
$297K +$751 +3 +0.3%
1WM
1319
1858 Wealth Management
Ohio
$296K – – –
MHR
1320
Matthew Hamilton Rosenberg
$296K +$5K +20 +2%
SWM
1321
Stockman Wealth Management
Montana
$294K – – –
DP
1322
Denver PWM
Colorado
$294K +$5K +20 +2%
VCA
1323
Verdence Capital Advisors
Maryland
$294K -$74K -296 -23%
SA
1324
Strategic Advocates
Utah
$293K +$253K +1,011 New
RW
1325
Rede Wealth
Virginia
$293K +$1.25K +5 +0.5%
51 52
53
54 55