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Flex
FLEX

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
826
American Investment Services
Massachusetts
$286K +$214K +1,766 New
BFIM
827
Beese Fulmer Investment Management
Ohio
$284K +$212K +1,752 New
CFG
828
CMC Financial Group
Georgia
$283K +$212K +1,746 New
KA
829
Kovack Advisors
Florida
$283K +$220K +1,815 New
TCIIS
830
TIAA-CREF Individual & Institutional Services
New York
$281K +$210K +1,732 New
KL
831
Keenan LLC
Massachusetts
$280K +$210K +1,729 New
WC
832
Waterloo Capital
Texas
$280K +$209K +1,726 New
AWM
833
Aprio Wealth Management
Georgia
$278K +$208K +1,716 New
AHL
834
Abel Hall LLC
Louisiana
$278K +$208K +1,713 New
BCA
835
Bay Colony Advisors
Massachusetts
$276K +$207K +1,703 New
WBCM
836
Wilson & Boucher Capital Management
California
$276K +$206K +1,700 New
WPC
837
Wedmont Private Capital
Pennsylvania
$274K +$244K +2,014 New
JTWM
838
Jackson Thornton Wealth Management
Alabama
$273K +$204K +1,683 New
ATC
839
Argent Trust Co
Tennessee
$271K +$203K +1,671 New
4WM
840
44 Wealth Management
Oregon
$269K +$201K +1,660 New
FNBOO
841
First National Bank of Omaha
Nebraska
$267K +$200K +1,650 New
V
842
VeraBank
Texas
$267K +$200K +1,645 New
SDWMA
843
Schneider Downs Wealth Management Advisors
Pennsylvania
$266K +$199K +1,641 New
CCG
844
Cypress Capital Group
Florida
$266K +$199K +1,640 New
MWM
845
MOKAN Wealth Management
Kansas
$264K -$988K -8,149 -83%
OS
846
Objectivity Squared
South Carolina
$261K +$195K +1,610 New
AA
847
Alta Advisers
United Kingdom
$261K +$195K +1,609 New
TVPW
848
Third View Private Wealth
Connecticut
$261K +$195K +1,608 New
SPIA
849
Steward Partners Investment Advisory
New York
$259K -$54.3K -448 -22%
RWP
850
RWA Wealth Partners
Massachusetts
$259K +$194K +1,601 New
32 33
34
35 36