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Name Holding Trade Value Shares
Change 		Change in
Stake
NQWM
1901
Northwest Quadrant Wealth Management
Oregon
$226K – – –
SIG
1902
Sargent Investment Group
Maryland
$225K – – –
WCG
1903
Weaver Consulting Group
California
$224K – – –
TFGT
1904
TS Financial Group (TSFG)
Illinois
$224K +$40.7K +830 +23%
CBFP
1905
Cedar Brook Financial Partners
Ohio
$222K +$3.48K +71 +2%
CMI
1906
Clare Market Investments
Texas
$221K -$3.97K -81 -2%
HCM
1907
Harvest Capital Management
New Hampshire
$221K – – –
NGA
1908
Naples Global Advisors
Florida
$221K – – –
BWM
1909
BigSur Wealth Management
Florida
$220K – – –
PK
1910
Pflug Koory
Nebraska
$220K – – –
PSP
1911
Principal Street Partners
Tennessee
$220K +$210K +4,293 New
RWM
1912
RKL Wealth Management
Pennsylvania
$219K -$26.3K -537 -11%
BA
1913
Baugh & Associates
Georgia
$219K – – –
GSWM
1914
Golden State Wealth Management
California
$218K -$5.15K -105 -2%
DIM
1915
DC Investments Management
Virginia
$218K – – –
GWM
1916
Greenwich Wealth Management
Connecticut
$218K +$210K +4,283 New
CFG
1917
Cooper Financial Group
California
$218K +$210K +4,284 New
CIA
1918
Cascade Investment Advisors
Oregon
$217K – – –
FAM
1919
Fenimore Asset Management
New York
$217K +$209K +4,267 New
OFW
1920
Omnia Family Wealth
Florida
$215K -$12.4K -252 -6%
CW
1921
Cobiz Wealth
Colorado
$215K +$207K +4,215 New
MIM
1922
Moseley Investment Management
Florida
$215K +$207K +4,219 New
CAMG
1923
CWA Asset Management Group
Florida
$214K -$44.6K -911 -18%
OSNBOA
1924
Old Second National Bank of Aurora
Illinois
$214K -$17.2K -350 -8%
SCM
1925
Salem Capital Management
Massachusetts
$214K +$206K +4,200 New
75 76
77
78 79