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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1901
Darwin Wealth Management
Florida
$322K – – –
EGA
1902
E&G Advisors
Texas
$322K +$74.8K +380 +31%
PFG
1903
PAX Financial Group
Texas
$322K +$316K +1,607 New
CSC
1904
Caldwell Sutter Capital
California
$321K -$1.57K -8 -0.5%
WAG
1905
Winthrop Advisory Group
Massachusetts
$321K -$17.3K -88 -5%
VNA
1906
Valley National Advisers
Pennsylvania
$321K +$14K +71 +5%
PWM
1907
Parkshore Wealth Management
California
$321K -$22K -112 -7%
WAM
1908
WFA Asset Management
Wisconsin
$320K +$185K +938 +106%
AWM
1909
Ariadne Wealth Management
California
$320K -$95.4K -485 -25%
HA
1910
Huntleigh Advisors
Missouri
$320K +$2.36K +12 +0.8%
AWA
1911
Archvest Wealth Advisors
California
$319K +$50K +254 +19%
DSC
1912
Duncker Streett & Co
Missouri
$319K – – –
JMFC
1913
J.M. Forbes & Co
Massachusetts
$319K -$7.08K -36 -2%
WCM
1914
WealthBridge Capital Management
Ohio
$319K +$7.87K +40 +3%
KAS
1915
KPP Advisory Services
Kentucky
$318K +$9.05K +46 +3%
TSWM
1916
Tyler-Stone Wealth Management
Ohio
$318K +$2.75K +14 +0.9%
SCA
1917
Stonebridge Capital Advisors
Minnesota
$318K +$13.4K +68 +4%
PCP
1918
Perbak Capital Partners
United Kingdom
$315K +$310K +1,576 New
FMI
1919
F/M Investments
District of Columbia
$315K – – –
FBT
1920
First Bank & Trust
South Dakota
$315K +$9.64K +49 +3%
AF
1921
Apexium Financial
Texas
$315K +$51.7K +263 +20%
CRIG
1922
Charter Research & Investment Group
Connecticut
$315K – – –
IP
1923
Investment Partners
Ohio
$314K +$197 +1 +0.1%
BIC
1924
Beach Investment Counsel
Pennsylvania
$314K – – –
CPCM
1925
Cardinal Point Capital Management
Ontario, Canada
$314K +$20.1K +102 +7%
75 76
77
78 79