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Name Holding Trade Value Shares
Change 		Change in
Stake
RC
1476
Roundview Capital
New Jersey
$721K +$18.8K +100 +3%
SGK
1477
Steigerwald Gordon & Koch
Virginia
$720K -$46.5K -248 -6%
BIM
1478
Beach Investment Management
Pennsylvania
$718K -$93.8K -500 -11%
IWC
1479
Integrated Wealth Concepts
Massachusetts
$716K +$93.8K +500 +14%
IAM
1480
Integre Asset Management
New York
$713K – – –
MOS
1481
MGO One Seven
Ohio
$712K +$113K +602 +18%
FWCM
1482
First Western Capital Management
California
$709K -$4.91M -26,172 -87%
FANJ
1483
Financial Architects (New Jersey)
New Jersey
$707K -$108K -577 -13%
SCP
1484
Sandhill Capital Partners
New York
$706K +$10.1K +54 +1%
CIC
1485
Cornercap Investment Counsel
Georgia
$702K – – –
RIA
1486
Regal Investment Advisors
Michigan
$701K +$44.8K +239 +6%
DT
1487
Diversified Trust
Tennessee
$700K -$39.8K -212 -5%
NCM
1488
Noesis Capital Mangement
Florida
$700K -$14.1K -75 -2%
CFD
1489
Creative Financial Designs
Indiana
$700K – – –
DIA
1490
Davidson Investment Advisors
Montana
$699K -$9.38K -50 -1%
SWM
1491
SVA Wealth Management
Wisconsin
$699K +$120K +639 +18%
JSL
1492
JT Stratford LLC
Georgia
$698K +$99.3K +529 +16%
BWM
1493
Buckley Wealth Management
Nevada
$694K +$92.3K +492 +14%
PWPS
1494
Pinnacle Wealth Planning Services
Ohio
$693K +$619K +3,300 +556%
PBO
1495
Peoples Bank (Ohio)
Ohio
$692K +$3K +16 +0.4%
BCP
1496
Berkeley Capital Partners
Georgia
$691K +$68.3K +364 +10%
OAM
1497
Oak Asset Management
California
$690K – – –
PWA
1498
Providence Wealth Advisors
Illinois
$690K +$749K +3,992 New
FM
1499
Foster & Motley
Ohio
$684K -$11.6K -62 -2%
NPA
1500
Nichols & Pratt Advisers
Massachusetts
$684K – – –
58 59
60
61 62