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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
3551
Belleair Asset Management
Florida
$286K – – –
PMWMG
3552
Parr McKnight Wealth Management Group
Minnesota
$286K -$140K -431 -35%
PFS
3553
Prospect Financial Services
New York
$285K +$50.8K +156 +24%
IPW
3554
Intergy Private Wealth
Colorado
$285K +$18.5K +57 +8%
CFM
3555
Cornerstone Financial Management
Massachusetts
$285K -$2.28K -7 -0.9%
RWM
3556
RMG Wealth Management
Wisconsin
$284K +$24.4K +75 +10%
BSAM
3557
Blue Square Asset Management
New York
$284K – – –
RG
3558
Renaissance Group
Kentucky
$284K – – –
FA
3559
Fermata Advisors
California
$284K +$262K +804 New
SDJVC
3560
St. Denis J. Villere & Co
Louisiana
$284K – – –
OIC
3561
Orion Investment Company
Missouri
$283K +$976 +3 +0.4%
TFGT
3562
TS Financial Group (TSFG)
Illinois
$283K +$10.7K +33 +4%
ACP
3563
Argyle Capital Partners
California
$283K +$9.11K +28 +4%
MAM
3564
McLaughlin Asset Management
Illinois
$282K -$651 -2 -0.2%
ANB
3565
Amarillo National Bank
Texas
$282K – – –
IAG
3566
Investment Advisory Group
Massachusetts
$282K +$23.1K +71 +10%
AWS
3567
Alliance Wealth Strategies
Virginia
$282K – – –
AGC
3568
August Group Capital
$282K -$23.4K -72 -8%
JIM
3569
Jensen Investment Management
Oregon
$281K -$216K -665 -45%
SPI
3570
Sutton Place Investors
New York
$281K -$6.83K -21 -3%
MPIA
3571
Milestones Private Investment Advisors
New York
$281K – – –
AFG
3572
ABLE Financial Group
Arizona
$280K -$39.4K -121 -13%
MS
3573
Madden Securities
Texas
$280K – – –
PTC
3574
Philadelphia Trust Company
Pennsylvania
$279K – – –
OPWM
3575
Oregon Pacific Wealth Management
Oregon
$279K +$16.3K +50 +7%
141 142
143
144 145