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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1551
CT Financial Advisors
Pennsylvania
$246K – – –
WP
1552
WealthPLAN Partners
Nebraska
$245K +$361K +2,841 New
MFW
1553
Mosaic Family Wealth
Missouri
$244K +$235K +1,848 New
CCA
1554
Conestoga Capital Advisors
Pennsylvania
$243K – – –
BIM
1555
Baldwin Investment Management
Pennsylvania
$242K -$25.2K -198 -10%
PCMK
1556
Paragon Capital Management (Kansas)
Kansas
$242K – – –
BFPW
1557
BOK Financial Private Wealth
Colorado
$239K – – –
PAS
1558
Professional Advisory Services
Florida
$238K – – –
NA
1559
Nottingham Advisors
New York
$237K +$228K +1,794 New
DRD
1560
Dennis R. Delaney
$234K +$225K +1,765 New
IR
1561
Invictus RG
Bermuda
$234K +$225K +1,770 New
DBT
1562
Dubuque Bank & Trust
Iowa
$233K -$4.96K -39 -2%
LBC
1563
Lawrence B. Cohen
$233K +$636 +5 +0.3%
HI
1564
Hudock Inc
Pennsylvania
$231K +$127 +1 +0.1%
QAM
1565
QCI Asset Management
New York
$231K +$12.1K +95 +6%
BO
1566
BRR OpCo
Ohio
$230K -$84.1K -661 -28%
TCOO
1567
Trust Company of Oklahoma
Oklahoma
$230K +$221K +1,737 New
PWAP
1568
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$229K -$181K -1,425 -45%
CW
1569
Cobiz Wealth
Colorado
$225K -$7.63K -60 -3%
DJSG
1570
D.J. St. Germain
Massachusetts
$225K +$216K +1,700 New
SKK
1571
Shepherd Kaplan Krochuk
Massachusetts
$223K -$14.1K -111 -6%
JGIA
1572
Jackson Grant Investment Advisers
Connecticut
$223K +$215K +1,687 New
LIA
1573
LBMC Investment Advisors
Tennessee
$222K +$214K +1,680 New
AWMG
1574
Alliance Wealth Management Group
New Jersey
$220K +$212K +1,665 New
BFA
1575
Beaumont Financial Advisors
Massachusetts
$220K +$212K +1,665 New
61 62
63
64 65