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ITW

Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
1176
Okabena Investment Services
Minnesota
$445K – – –
MWM
1177
Mattern Wealth Management
Kansas
$445K -$103K -387 -18%
KA
1178
Kovack Advisors
Florida
$444K +$36.6K +138 +9%
CPSC
1179
Carl P. Sherr & Co
Massachusetts
$444K – – –
MWM
1180
Marietta Wealth Management
Georgia
$440K +$1.86K +7 +0.4%
LWM
1181
Lionshead Wealth Management
New York
$440K +$458K +1,726 New
NED
1182
Nancy E. Dempze
$439K – – –
PCP
1183
Proficio Capital Partners
Massachusetts
$439K +$142K +536 +45%
RTC
1184
Real Talk Capital
Tennessee
$438K +$459K +1,729 New
NRS
1185
Neville Rodie & Shaw
New York
$438K -$4.51K -17 -1%
CWM
1186
Castle Wealth Management
Florida
$438K – – –
BCA
1187
Bray Capital Advisors
Florida
$436K – – –
SWM
1188
Sterling Wealth Management
Illinois
$434K – – –
PA
1189
Procyon Advisors
Connecticut
$434K +$27.1K +102 +6%
VVP
1190
Venture Visionary Partners
Ohio
$433K +$12.7K +48 +3%
SDAM
1191
Shulman DeMeo Asset Management
New York
$432K -$76.4K -288 -14%
SEIA
1192
Signature Estate & Investment Advisors
California
$432K -$4.25K -16 -0.9%
SPWM
1193
Schrum Private Wealth Management
Florida
$431K +$451K +1,700 New
MPI
1194
Mairs & Power Inc
Minnesota
$431K – – –
KFA
1195
Krane Funds Advisors
New York
$430K +$450K +1,697 New
RBFC
1196
Roman Butler Fullerton & Co
Missouri
$427K -$26.3K -99 -6%
MMPW
1197
Mitchell McLeod Pugh & Williams
Alabama
$427K +$18.3K +69 +4%
BFA
1198
Beaumont Financial Advisors
Massachusetts
$425K +$445K +1,677 New
CM
1199
Cercano Management
Washington
$423K – – –
GIA
1200
Gladstone Institutional Advisory
Florida
$420K -$7.7K -29 -2%
46 47
48
49 50