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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
2351
Klingman & Associates
New York
$220K -$109K -1,849 -31%
RIG
2352
Roosevelt Investment Group
New York
$219K +$3.55K +60 +2%
PCM
2353
Palisade Capital Management
New Jersey
$219K +$240K +4,050 New
ACG
2354
Allen Capital Group
Nebraska
$218K – – –
SSWM
2355
Smith Salley Wealth Management
North Carolina
$216K -$78.4K -1,326 -25%
HWMG
2356
Hurlow Wealth Management Group
Indiana
$216K – – –
PCMC
2357
Private Capital Management (Colorado)
Colorado
$216K – – –
RMSCM
2358
R.M. Sincerbeaux Capital Management
New York
$216K – – –
CWM
2359
CCG Wealth Management
California
$215K -$15.2K -257 -6%
AMM
2360
American Money Management
California
$214K -$43.7K -738 -16%
ETS
2361
ESL Trust Services
New York
$214K – – –
EWM
2362
Executive Wealth Management
Michigan
$213K -$1.72K -29 -0.7%
TC
2363
TAP Consulting
Missouri
$212K +$16K +270 +7%
ACWM
2364
Adams Chetwood Wealth Management
North Carolina
$211K -$11.8K -200 -5%
WCM
2365
Wunderlich Capital Managemnt
Tennessee
$211K +$25.8K +436 +13%
AFS
2366
Axiom Financial Strategies
Indiana
$211K +$231K +3,900 New
JCM
2367
Jag Capital Management
Missouri
$210K -$8.4K -142 -4%
PAM
2368
Premier Asset Management
Illinois
$210K – – –
PWM
2369
PBMares Wealth Management
Virginia
$210K +$230K +3,880 New
WPA
2370
West Paces Advisors
Georgia
$209K -$31.2K -528 -12%
CCM
2371
Cribstone Capital Management
Maine
$209K -$21.8K -368 -9%
AWS
2372
AJ Wealth Strategies
New York
$208K +$227K +3,839 New
BSAM
2373
Blue Sky Asset Management
Colorado
$208K +$228K +3,846 New
BWL
2374
Bogart Wealth LLC
Virginia
$206K -$11.7K -198 -5%
PFA
2375
Pettinga Financial Advisors
Indiana
$206K – – –
93 94
95
96 97