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Name Holding Trade Value Shares
Change 		Change in
Stake
AAMC
1526
Asset Allocation & Management Company
Illinois
$144K +$134K +2,590 New
BWP
1527
Bernardo Wealth Planning
Pennsylvania
$143K -$8.63K -167 -6%
LSA
1528
L & S Advisors
California
$143K – – –
CWP
1529
CFM Wealth Partners
Texas
$143K +$125K +2,426 New
FC
1530
Fusion Capital
South Carolina
$143K +$133K +2,570 New
BCA
1531
Biltmore Capital Advisors
New Jersey
$142K -$26.3K -510 -17%
WHG
1532
Westwood Holdings Group
Texas
$141K +$14K +271 +12%
FBT
1533
First Bankers Trust
Kentucky
$140K -$122K -2,361 -48%
DCM
1534
Donaldson Capital Management
Indiana
$140K -$2.43K -47 -2%
CBT
1535
Central Bank & Trust
Kentucky
$140K – – –
EWA
1536
ERTS Wealth Advisors
Michigan
$140K – – –
GWM
1537
GSB Wealth Management
Connecticut
$140K – – –
CFS
1538
CRA Financial Services
New Jersey
$139K -$9.35K -181 -7%
DSN
1539
D. Scott Neal
Kentucky
$139K -$7.34K -142 -5%
MSA
1540
Marino Stram & Associates
Massachusetts
$139K – – –
IAN
1541
Integrated Advisors Network
Texas
$139K +$129K +2,491 New
RPWA
1542
Regent Peak Wealth Advisors
Georgia
$139K +$129K +2,505 New
AC
1543
Avenir Corporation
Virginia
$138K – – –
FRM
1544
Fox Run Management
Connecticut
$138K +$128K +2,479 New
AIP
1545
ARS Investment Partners
New York
$138K +$129K +2,488 New
AIS
1546
American Investment Services
Massachusetts
$137K -$24.8K -480 -16%
OIA
1547
Optimum Investment Advisors
Illinois
$137K -$7.13K -138 -5%
VFP
1548
Verus Financial Partners
Virginia
$137K -$2.89K -56 -2%
BDF
1549
Balasa Dinverno & Foltz
$137K +$17.5K +339 +16%
ATPW
1550
Ashton Thomas Private Wealth
Arizona
$136K +$126K +2,447 New
60 61
62
63 64