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Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1626
Institute for Wealth Management
Colorado
$1.02M -$253K -1,154 -17%
WEPOG
1627
Wealth Enhancement & Preservation of GA
Georgia
$1.02M -$331K -1,506 -21%
GIA
1628
Gladstone Institutional Advisory
Florida
$1.02M +$814K +3,710 +212%
SC
1629
Searle & Co
Connecticut
$1.02M – – –
SIAP
1630
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.02M +$355K +1,615 +42%
BWAM
1631
Boyd Watterson Asset Management
Ohio
$1.02M +$102K +465 +9%
PAM
1632
Paradigm Asset Management
New York
$1.02M – – –
BEI
1633
Benjamin Edwards Inc
Missouri
$1.01M +$1.06M +4,806 +768%
OPA
1634
Old Port Advisors
Maine
$1.01M -$112K -511 -9%
LMAM
1635
Legg Mason Asset Management
Japan
$1.01M – – –
EGA
1636
E&G Advisors
Texas
$1.01M +$43.9K +200 +4%
OFS
1637
Orrstown Financial Services
Pennsylvania
$1.01M +$184K +837 +18%
BIM
1638
Baldwin Investment Management
Pennsylvania
$992K -$132K -600 -10%
PP
1639
Pegasus Partners
Wisconsin
$990K -$390K -1,776 -25%
WI
1640
Wedgewood Investors
Pennsylvania
$985K -$17.6K -80 -1%
KFI
1641
Key Financial Inc
Pennsylvania
$982K +$515K +2,348 +88%
CCM
1642
Canal Capital Management
Virginia
$981K +$123K +561 +12%
ZB
1643
Zions Bancorporation
Utah
$979K +$306K +1,395 +36%
BWM
1644
BT Wealth Management
Georgia
$978K – – –
CW
1645
CreativeOne Wealth
Kansas
$975K +$94.6K +431 +9%
FSA
1646
Fort Sheridan Advisors
Illinois
$973K +$44.1K +201 +4%
GD
1647
Grandfield & Dodd
New York
$971K +$49K +223 +4%
WAM
1648
Wolverine Asset Management
Illinois
$970K +$1.04M +4,748 +1,050%
ODCM
1649
Old Dominion Capital Management
Virginia
$967K +$85.6K +390 +8%
GW
1650
GW & Wade
Massachusetts
$966K -$13.4K -61 -1%
64 65
66
67 68