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Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
2051
Fernwood Investment Management
Massachusetts
$394K – – –
FSC
2052
Full Sail Capital
Oklahoma
$394K – – –
WC
2053
Woodstock Corp
Massachusetts
$394K – – –
AWM
2054
Aprio Wealth Management
Georgia
$394K +$402K +1,080 New
PWM
2055
PBMares Wealth Management
Virginia
$393K – – –
AIC
2056
Argus Investors Counsel
New York
$393K +$90K +242 +29%
RCA
2057
Ranch Capital Advisors
Florida
$390K -$387K -1,042 Closed
SDWIA
2058
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$390K – – –
CBTWT
2059
Community Bank & Trust (Waco, Texas)
Texas
$390K +$54.3K +146 +16%
VCM
2060
Vivaldi Capital Management
Illinois
$389K -$122K -327 -23%
FP
2061
Financial Perspectives
Minnesota
$388K – – –
RFG
2062
Range Financial Group
Oregon
$388K +$129K +348 +49%
MWA
2063
Meridian Wealth Advisors
Texas
$388K +$140K +377 +55%
EWM
2064
EPG Wealth Management
Georgia
$387K +$372 +1 +0.1%
FNBOSM
2065
First National Bank of South Miami
Florida
$384K -$33.1K -89 -8%
MA
2066
MJP Associates
Connecticut
$384K -$372 -1 -0.1%
ACP
2067
Aveo Capital Partners
Colorado
$383K +$22.7K +61 +6%
SVCP
2068
Silicon Valley Capital Partners
California
$382K +$372 +1 +0.1%
AC
2069
Avestar Capital
New York
$380K +$2.97K +8 +0.8%
FCB
2070
First Command Bank
Texas
$380K +$148K +397 +62%
FCFS
2071
First Command Financial Services
Texas
$380K +$148K +397 +62%
WA
2072
WESPAC Advisors
California
$379K -$484K -1,303 -56%
SGCA
2073
Steel Grove Capital Advisors
Tennessee
$379K – – –
AFA
2074
American Financial Advisors
Georgia
$377K +$8.18K +22 +2%
ACM
2075
AlphaStar Capital Management
North Carolina
$375K +$27.5K +74 +8%
81 82
83
84 85