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Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
2126
Beacon Capital Management LLC (Tennessee)
Tennessee
$424K +$416K +6,848 New
KLWA
2127
Kelly Lawrence W & Associates
California
$423K – – –
AP
2128
Arlington Partners
Alabama
$421K +$16.1K +264 +4%
CWS
2129
Cypress Wealth Services
California
$421K +$57.8K +951 +16%
ML
2130
McAdam LLC
Pennsylvania
$420K +$24.3K +400 +6%
GWS
2131
Glassman Wealth Services
Virginia
$420K +$43.1K +709 +12%
IA
2132
Insight Advisors
Pennsylvania
$419K -$20.1K -331 -5%
DIM
2133
Delta Investment Management
California
$419K +$2.43K +40 +0.6%
SAM
2134
SignalPoint Asset Management
Missouri
$418K -$15.1K -249 -4%
PFBT
2135
Parkside Financial Bank & Trust
Missouri
$418K +$26.6K +438 +7%
BDA
2136
Borer Denton & Associates
Pennsylvania
$418K +$410K +6,735 New
AWA
2137
Alta Wealth Advisors
Massachusetts
$417K -$47.7K -785 -10%
CCM
2138
Chiron Capital Management
Florida
$417K – – –
UF
2139
Univest Financial
Pennsylvania
$417K +$26.6K +438 +7%
SSG
2140
Summit Securities Group
New York
$416K +$12.3K +203 +3%
BFS
2141
Beacon Financial Strategies
North Carolina
$415K -$2.31K -38 -0.6%
CGA
2142
Crescent Grove Advisors
Illinois
$413K +$56.8K +934 +16%
SA
2143
SRH Advisors
Kansas
$412K – – –
WMA
2144
Wealth Management Associates
New Jersey
$412K +$58.4K +961 +17%
LWM
2145
Lyell Wealth Management
California
$411K -$47.4K -780 -11%
WF
2146
Wayfinding Financial
Washington
$410K -$243 -4 -0.1%
HPIA
2147
Hamilton Point Investment Advisors
North Carolina
$410K – – –
KL
2148
KWMG LLC
Kansas
$410K +$3.65K +60 +0.9%
PTCG
2149
Pring Turner Capital Group
California
$410K +$62.5K +1,028 +18%
FIM
2150
Fernwood Investment Management
Massachusetts
$409K – – –
84 85
86
87 88