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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1926
Addison Capital
Pennsylvania
$213K +$203K +430 New
SFG
1927
Sunburst Financial Group
Alabama
$213K -$39.6K -84 -16%
SWA
1928
SOA Wealth Advisors
New York
$213K – – –
KMWM
1929
Keudell/Morrison Wealth Management
Oregon
$213K +$203K +430 New
SFG
1930
Sovereign Financial Group
Connecticut
$212K +$202K +428 New
DCM
1931
DGS Capital Management
New Jersey
$212K +$201K +427 New
LOWM
1932
Laurel Oak Wealth Management
New Jersey
$211K +$201K +426 New
CTC
1933
Cetera Trust Company
Minnesota
$211K – – –
EB
1934
Exchange Bank
California
$211K +$201K +426 New
BI
1935
Ballast Inc
Kentucky
$211K +$201K +425 New
MWA
1936
Medallion Wealth Advisors
Connecticut
$211K +$9.91K +21 +5%
MA
1937
Montag & Associates
Georgia
$210K – – –
GAB
1938
German American Bancorp
Indiana
$210K -$23.6K -50 -11%
BGAI
1939
Bruce G. Allen Investments
Colorado
$210K -$17K -36 -8%
NRI
1940
NFP Retirement Inc
California
$210K +$200K +424 New
BSTWA
1941
Blake Schutter Theil Wealth Advisors
Ohio
$210K +$200K +423 New
VCM
1942
Vivaldi Capital Management
Illinois
$209K +$199K +422 New
PFG
1943
PAX Financial Group
Texas
$209K +$199K +422 New
SAM
1944
Secure Asset Management
Michigan
$209K +$199K +421 New
TC
1945
TownSquare Capital
Utah
$209K +$199K +421 New
WAM
1946
Werlinich Asset Management
Connecticut
$208K – – –
PWM
1947
Paulson Wealth Management
Illinois
$208K +$198K +420 New
SL
1948
StoryOne LLC
Kansas
$208K – – –
ACA
1949
Ascension Capital Advisors
Texas
$208K +$198K +419 New
PCMNC
1950
Piedmont Capital Management (North Carolina)
North Carolina
$207K +$197K +418 New
76 77
78
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