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Name Holding Trade Value Shares
Change 		Change in
Stake
CPWA
2501
Cerro Pacific Wealth Advisors
California
$387K +$400K +878 New
HI
2502
Hudock Inc
Pennsylvania
$387K +$456 +1 +0.1%
SCA
2503
Stonebridge Capital Advisors
Minnesota
$386K -$29.6K -65 -7%
FBFS
2504
First Business Financial Services
Wisconsin
$386K – – –
ST
2505
Somerset Trust
Pennsylvania
$386K +$12.3K +27 +3%
CIG
2506
Cascade Investment Group
Colorado
$386K -$328K -720 -45%
SFWA
2507
Summit Financial Wealth Advisors
Louisiana
$385K – – –
FPWM
2508
FSB Premier Wealth Management
Iowa
$384K +$397K +871 New
MWP
2509
Meridian Wealth Partners
Pennsylvania
$383K +$24.1K +53 +7%
WSC
2510
Wellington Shields & Co
New York
$382K +$91.1K +200 +30%
GKWIM
2511
Gerber Kawasaki Wealth & Investment Management
California
$381K +$20K +44 +5%
DWM
2512
Dogwood Wealth Management
Kansas
$381K +$80.6K +177 +26%
HCA
2513
Heck Capital Advisors
Wisconsin
$379K – – –
PCMC
2514
Planning Capital Management Corporation
Pennsylvania
$379K – – –
VCM
2515
Vision Capital Management
Oregon
$379K +$4.55K +10 +1%
AA
2516
Axiom Advisory
California
$379K +$379K +831 New
FFC
2517
First Financial Corp
Indiana
$379K -$25.5K -56 -6%
VNA
2518
Valley National Advisers
Pennsylvania
$375K -$15.9K -35 -4%
WPC
2519
Waters Parkerson & Co
Louisiana
$375K – – –
ACM
2520
Avalon Capital Management
California
$375K -$127K -278 -25%
ACG
2521
Allen Capital Group
Nebraska
$375K +$81.1K +178 +26%
FM
2522
Family Management
New York
$375K -$15.5K -34 -4%
FC
2523
Financial Council
Maryland
$375K +$12.3K +27 +3%
DA
2524
DSC Advisors
Illinois
$372K -$8.65K -19 -2%
AT
2525
Arden Trust
Delaware
$372K -$2.28K -5 -0.6%
99 100
101
102 103