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Name Holding Trade Value Shares
Change 		Change in
Stake
CSA
1851
Cottage Street Advisors
Massachusetts
$254K -$9.36K -191 -4%
BWM
1852
Baystate Wealth Management
Massachusetts
$254K +$16.5K +336 +7%
WS
1853
Wela Strategies
Georgia
$253K – – –
PJSIMP
1854
P.J. Schmidt Investment Management (PJS)
Wisconsin
$253K +$7.7K +157 +3%
MLFP
1855
MPS Loria Financial Planners
Illinois
$251K +$1.37K +28 +0.6%
OAM
1856
Occidental Asset Management
California
$250K +$98 +2 +0%
WPA
1857
Winning Points Advisors
Florida
$250K +$490 +10 +0.2%
LDFR
1858
Lehman & Derafelo Financial Resources
Pennsylvania
$250K +$235K +4,800 New
LCM
1859
Liberty Capital Management
Michigan
$250K +$240K +4,907 New
BI
1860
Ballast Inc
Kentucky
$249K +$49 +1 +0%
AA
1861
Advisory Alpha
Michigan
$249K +$5.34K +109 +2%
CWAG
1862
Compton Wealth Advisory Group
Virginia
$248K +$6.08K +124 +3%
HWA
1863
HHM Wealth Advisors
Tennessee
$248K +$29.4K +600 +14%
CP
1864
Camelot Portfolios
Ohio
$247K -$1.13M -23,135 -83%
LJHT
1865
Laurie J. Hall Trustee
$247K – – –
GC
1866
Gilbert & Cook
Iowa
$247K +$9.41K +192 +4%
SA
1867
SRH Advisors
Kansas
$246K +$539 +11 +0.2%
RBC
1868
Roble Belko & Company
Pennsylvania
$245K -$240K -4,901 -50%
MKC
1869
M. Kraus & Co
Vermont
$245K -$14.7K -300 -6%
MC
1870
Mathes Company
New York
$245K – – –
WTFG
1871
Wells Trecaso Financial Group
Ohio
$244K -$6.03K -123 -3%
TCPWM
1872
Traverso Chambers Private Wealth Management
California
$244K – – –
ACM
1873
Ategra Capital Management
Virginia
$243K – – –
HBWM
1874
Hollow Brook Wealth Management
New York
$241K +$11K +225 +5%
JAM
1875
Jolley Asset Management
North Carolina
$241K +$232K +4,733 New
73 74
75
76 77