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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1451
Peak Asset Management
Colorado
$362K – – –
UBV
1452
United Bank (Virginia)
Virginia
$362K +$261K +10,788 New
WKWM
1453
Walter & Keenan Wealth Management
Indiana
$362K -$187K -7,728 -42%
SAM
1454
S.A. Mason
Michigan
$360K +$4.24K +175 +2%
FNBT
1455
FineMark National Bank & Trust
Florida
$360K +$25K +1,030 +11%
WP
1456
Westmount Partners
California
$359K -$52.2K -2,153 -18%
AA
1457
Ancora Advisors
Ohio
$358K +$65.9K +2,722 +34%
LFG
1458
Lockerman Financial Group
California
$356K – – –
LK
1459
Lumbard & Kellner
New Hampshire
$356K +$257K +10,600 New
FFN
1460
Focus Financial Network
Minnesota
$354K -$15.9K -658 -6%
FWP
1461
Falcon Wealth Planning
California
$354K +$25.3K +1,044 +11%
FG
1462
Fiduciary Group
Georgia
$353K -$117K -4,814 -31%
FFG
1463
Fortem Financial Group
California
$353K +$2.42K +100 +1%
SC
1464
Steph & Co
Wisconsin
$352K -$33.9K -1,401 -12%
VST
1465
Van Strum & Towne
California
$352K -$5.26K -217 -2%
KCM
1466
Kathmere Capital Management
Pennsylvania
$350K +$31.7K +1,308 +14%
LIG
1467
Lokken Investment Group
Delaware
$349K +$252K +10,416 New
WB
1468
Webster Bank
Connecticut
$349K -$16.4K -675 -6%
KC
1469
Katamaran Capital
United Kingdom
$349K +$252K +10,397 New
FHC
1470
First Heartland Consultants
Missouri
$347K +$30.9K +1,275 +14%
SMA
1471
Seven Mile Advisory
New Jersey
$347K +$251K +10,341 New
HCM
1472
Hengehold Capital Management
Ohio
$346K +$9.18K +379 +4%
FNC
1473
First National Corp
Massachusetts
$345K +$233K +9,612 New
MG
1474
Mather Group
Illinois
$345K +$11.3K +466 +5%
OFG
1475
Oxford Financial Group
Indiana
$345K +$249K +10,278 New
57 58
59
60 61