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Name Holding Trade Value Shares
Change 		Change in
Stake
KWMG
1476
King Wealth Management Group
Florida
$718K +$213K +5,884 +42%
LWAC
1477
Laurel Wealth Advisors (California)
California
$716K -$3.26K -90 -0.5%
BIAS
1478
Beacon Investment Advisory Services
New Jersey
$715K +$78.2K +2,161 +12%
NB
1479
Nicolet Bankshares
Wisconsin
$713K -$67.1K -1,855 -9%
MGIA
1480
Moneta Group Investment Advisors
Missouri
$710K -$273K -7,543 -28%
AIM
1481
Assured Investment Management
New York
$710K +$490K +13,537 +220%
AF
1482
Affiance Financial
Minnesota
$709K – – –
AFP
1483
Ausdal Financial Partners
Iowa
$707K +$14.1K +391 +2%
WI
1484
Wafra Inc
New York
$705K +$707K +19,544 New
EFSCE
1485
Enterprise Financial Services Corp (EFSC)
Missouri
$703K -$13.3K -368 -2%
IP
1486
Investment Partners
Ohio
$703K +$20.5K +566 +3%
RG
1487
Rikoon Group
New Mexico
$696K +$7.2K +199 +1%
IWM
1488
IHT Wealth Management
Illinois
$693K -$12.2K -336 -2%
TFA
1489
Toth Financial Advisory
Virginia
$692K +$132K +3,661 +24%
RAM
1490
Roanoke Asset Management
New Jersey
$691K +$12.3K +340 +2%
PSC
1491
Prentiss Smith & Co
Vermont
$691K +$58.4K +1,613 +9%
BST
1492
Bath Savings Trust
Maine
$690K +$5.86K +162 +0.9%
PFBT
1493
Parkside Financial Bank & Trust
Missouri
$687K -$152K -4,205 -18%
MCM
1494
Maple Capital Management
Vermont
$687K -$61.9K -1,710 -8%
EIA
1495
Edgemoor Investment Advisors
Maryland
$687K +$29.8K +823 +5%
NWP
1496
Northstar Wealth Partners
Connecticut
$686K +$686K +18,949 New
TWA
1497
TCI Wealth Advisors
Arizona
$682K -$13.5K -372 -2%
SFA
1498
Stewardship Financial Advisors
Georgia
$674K -$71.1K -1,965 -10%
FBT
1499
First Bankers Trust
Kentucky
$674K -$46K -1,271 -6%
SSWM
1500
Sheets Smith Wealth Management
North Carolina
$673K +$3.55K +98 +0.5%
58 59
60
61 62