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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1751
Catamount Wealth Management
Connecticut
$226K +$160K +1,256 +300%
AAIM
1752
Asset Advisors Investment Management
Georgia
$226K +$213K +1,674 New
PFG
1753
Piershale Financial Group
Illinois
$226K +$213K +1,674 New
WIA
1754
Westbourne Investment Advisors
Maryland
$226K +$213K +1,674 New
RWM
1755
Rench Wealth Management
Texas
$226K +$214K +1,675 New
I
1756
IberiaBank
Louisiana
$226K +$214K +1,676 New
PBO
1757
Peoples Bank (Ohio)
Ohio
$226K +$214K +1,678 New
CIA
1758
Cascade Investment Advisors
Oregon
$226K -$13.3K -104 -6%
RGC
1759
Roberts, Glore & Co
Illinois
$225K +$213K +1,672 New
MPW
1760
MA Private Wealth
California
$224K -$172K -1,352 -45%
VFP
1761
Verus Financial Partners
Virginia
$224K +$211K +1,659 New
SIAS
1762
Shine Investment Advisory Services
Colorado
$222K +$13.3K +104 +7%
WCF
1763
West Coast Financial
California
$222K +$210K +1,644 New
OKSA
1764
O'Keefe Stevens Advisory
New York
$222K +$210K +1,647 New
QCM
1765
Quest Capital Management
Texas
$221K +$209K +1,636 New
TF
1766
Trek Financial
Arizona
$221K +$209K +1,638 New
LDFR
1767
Lehman & Derafelo Financial Resources
Pennsylvania
$220K +$208K +1,628 New
AWMG
1768
Alliance Wealth Management Group
New Jersey
$220K +$208K +1,630 New
CGT
1769
Capital Guardian Trust
California
$220K +$208K +1,631 New
TCM
1770
Towercrest Capital Management
Pennsylvania
$219K +$208K +1,630 New
SAM
1771
Security Asset Management
New York
$218K – – –
JWM
1772
JGP Wealth Management
Oregon
$218K +$206K +1,614 New
V
1773
VeraBank
Texas
$217K +$205K +1,607 New
CAM
1774
ClariVest Asset Management
California
$216K +$5.86K +46 +3%
PCP
1775
Proficio Capital Partners
Massachusetts
$216K +$153K +1,201 +301%