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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
2101
Disciplined Investments
Oklahoma
$185K – – –
OSNBOA
2102
Old Second National Bank of Aurora
Illinois
$185K – – –
WCG
2103
Weaver Consulting Group
California
$185K +$30.2K +656 +19%
CCA
2104
Column Capital Advisors
Indiana
$181K +$3.5K +76 +2%
WTFG
2105
Wells Trecaso Financial Group
Ohio
$177K +$183K +3,964 New
PK
2106
Pflug Koory
Nebraska
$175K +$9.21K +200 +5%
TFA
2107
Transamerica Financial Advisors
Florida
$175K +$179K +3,895 New
CIA
2108
Cascade Investment Advisors
Oregon
$171K – – –
LFG
2109
LifePlan Financial Group
Ohio
$167K – – –
CAGAS
2110
Capital Advisory Group Advisory Services
Minnesota
$166K +$69K +1,497 +68%
BEAM
2111
Baker Ellis Asset Management
Washington
$165K – – –
MCM
2112
MV Capital Management
Maryland
$164K +$36.9K +802 +28%
LAS
2113
Lloyd Advisory Services
Georgia
$163K -$61.6K -1,338 -27%
LWM
2114
Lenox Wealth Management
Ohio
$161K +$12.9K +279 +8%
HFA
2115
HC Financial Advisors
California
$160K – – –
BAM
2116
Bellevue Asset Management
Washington
$159K – – –
TCM
2117
Tradewinds Capital Management
Washington
$158K -$2.07K -45 -1%
PWMG
2118
Prestige Wealth Management Group
New Jersey
$154K +$6.68K +145 +4%
VCM
2119
Vigilant Capital Management
Maine
$149K -$92.8K -2,015 -38%
GAM
2120
Gemmer Asset Management
California
$148K – – –
SCA
2121
Stuart Chaussee & Associates
California
$146K -$40.8K -885 -21%
DOA
2122
D'Orazio & Associates
Virginia
$143K +$691 +15 +0.5%
PCTC
2123
Perkins Coie Trust Company
Washington
$141K – – –
APW
2124
Acima Private Wealth
Virginia
$138K – – –
ACM
2125
AUA Capital Management
Pennsylvania
$134K – – –
83 84
85
86 87