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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1401
Rational Advisors
New York
$233K -$106K -1,183 -31%
CWM
1402
Cahaba Wealth Management
Georgia
$233K -$11.5K -128 -5%
BSB
1403
Bangor Savings Bank
Maine
$233K -$33.7K -375 -12%
PWP
1404
Perfromance Wealth Partners
Illinois
$233K -$6.74K -75 -3%
MCM
1405
Manchester Capital Management
Vermont
$230K -$50.6K -563 -18%
LK
1406
Lumbard & Kellner
New Hampshire
$230K – – –
TIM
1407
Tevis Investment Management
Texas
$230K – – –
PCA
1408
Prosperity Capital Advisors
Ohio
$230K +$22.4K +249 +11%
ACM
1409
Advance Capital Management
Michigan
$230K +$539 +6 +0.2%
LIM
1410
Leavell Investment Management
Alabama
$229K -$63.5K -706 -21%
BC
1411
Barrett & Company
Rhode Island
$229K -$10.3K -115 -4%
RF
1412
Rollins Financial
Georgia
$228K +$233K +2,587 New
KFG
1413
Kingdom Financial Group
Arizona
$228K -$1.8K -20 -0.8%
BFC
1414
Bedel Financial Consulting
Indiana
$228K +$1.89K +21 +0.8%
SAM
1415
Synergy Asset Management
Washington
$228K +$16.9K +188 +8%
MCM
1416
Maple Capital Management
Vermont
$228K +$1.8K +20 +0.8%
QC
1417
Quent Capital
New York
$228K +$35.1K +390 +18%
FOFP
1418
Fee-Only Financial Planning
South Carolina
$228K – – –
MMA
1419
Miracle Mile Advisors
California
$227K -$899 -10 -0.4%
HH
1420
Hilltop Holdings
Texas
$227K +$231K +2,575 New
CFP
1421
Curran Financial Partners
South Carolina
$227K +$24.9K +277 +12%
SCA
1422
Stonebridge Capital Advisors
Minnesota
$225K -$20.1K -224 -8%
JLBC
1423
J.L. Bainbridge & Co
Florida
$225K – – –
AWP
1424
Ascent Wealth Partners
New York
$224K -$10.6K -118 -4%
WCM
1425
Wedge Capital Management
North Carolina
$224K +$228K +2,534 New
55 56
57
58 59