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Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1851
Castleark Management
Illinois
$377K – – –
CYG
1852
Clean Yield Group
Vermont
$377K – – –
SWM
1853
Selective Wealth Management
Virginia
$373K – – –
FUBT
1854
First United Bank & Trust
Maryland
$373K +$2.8K +52 +0.8%
FAG
1855
Financial Advisory Group
Texas
$373K +$22.3K +415 +7%
RTS
1856
Round Table Services
New Jersey
$372K -$121K -2,252 -25%
PI
1857
PEAK6 Investments
Illinois
$372K +$361K +6,715 New
LB
1858
Legacy Bridge
Iowa
$371K +$130K +2,426 +57%
BWA
1859
Beam Wealth Advisors
Louisiana
$371K +$361K +6,711 New
OCG
1860
Opus Capital Group
Ohio
$370K -$591 -11 -0.2%
KFI
1861
Key Financial Inc
Pennsylvania
$370K +$360K +6,688 New
PI
1862
Pettee Investors
Connecticut
$368K – – –
LAS
1863
Lloyd Advisory Services
Georgia
$367K +$356K +6,630 New
SC
1864
Searle & Co
Connecticut
$366K -$1.72K -32 -0.5%
SCI
1865
Stableford Capital II
Arizona
$365K -$753 -14 -0.2%
TC
1866
Tatro Capital
Kentucky
$365K +$355K +6,596 New
MWM
1867
Madison Wealth Management
Ohio
$365K +$355K +6,600 New
TAM
1868
Trillium Asset Management
Massachusetts
$363K -$595K -11,073 -63%
KLCM
1869
KG&L Capital Management
Louisiana
$363K -$3.44K -64 -1%
BKA
1870
Brick & Kyle Associates
Pennsylvania
$362K -$36.3K -676 -10%
GIP
1871
Granite Investment Partners
California
$361K – – –
SCM
1872
Sterneck Capital Management
Missouri
$360K – – –
DPI
1873
Diversified Portfolios Inc
Michigan
$360K +$148K +2,744 +73%
CANC
1874
Culbertson A N & Co
Virginia
$358K – – –
TFO
1875
Tarbox Family Office
California
$358K +$4.62K +86 +1%
73 74
75
76 77