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Name Holding Trade Value Shares
Change 		Change in
Stake
AWMS
2051
Advocacy Wealth Management Services
Georgia
$341K – – –
TSWM
2052
Triangle Securities Wealth Management
North Carolina
$340K -$35.4K -162 -10%
BWA
2053
BDO Wealth Advisors
Florida
$339K +$29.5K +135 +10%
VNB
2054
Virginia National Bank
Virginia
$338K – – –
RRWA
2055
Rainey & Randall Wealth Advisors
Florida
$338K +$1.09K +5 +0.3%
FC
2056
Financial Consulate
Maryland
$337K +$25.4K +116 +9%
BLAM
2057
Bourne Lent Asset Management
New York
$336K – – –
RWM
2058
Ritholtz Wealth Management
New York
$336K +$14.4K +66 +5%
SFS
2059
Strategic Financial Services
New York
$335K -$19.7K -90 -6%
PWA
2060
Peterson Wealth Advisors
Utah
$335K -$7K -32 -2%
CCM
2061
Community Capital Management
Florida
$333K -$314K -1,435 -50%
EIA
2062
Edgemoor Investment Advisors
Maryland
$333K – – –
MCMT
2063
Moon Capital Management (Tennessee)
Tennessee
$332K -$65.6K -300 -17%
IDA
2064
Intelligence Driven Advisers
California
$332K -$5.9K -27 -2%
LJHT
2065
Laurie J. Hall Trustee
$331K – – –
PCM
2066
Poehling Capital Management
Wisconsin
$331K – – –
WS
2067
Wela Strategies
Georgia
$331K +$219 +1 +0.1%
SAM
2068
Summit Asset Management
Tennessee
$329K -$4.37K -20 -1%
AFS
2069
Access Financial Services
Minnesota
$327K -$140K -640 -31%
AWA
2070
AmeriServ Wealth Advisors
Pennsylvania
$325K +$306K +1,399 New
UC
2071
Unio Capital
New Jersey
$325K +$306K +1,402 New
SDJVC
2072
St. Denis J. Villere & Co
Louisiana
$324K -$10.9K -50 -3%
LI
2073
LVZ Inc
Michigan
$322K +$304K +1,389 New
SAM
2074
Silphium Asset Management
United Kingdom
$321K – – –
MA
2075
MANA Advisors
New York
$320K +$302K +1,381 New
81 82
83
84 85