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Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2076
Wellspring Financial Advisors
Ohio
$201K +$192K +681 New
KFI
2077
Key Financial Inc
Pennsylvania
$200K – – –
MCM
2078
MV Capital Management
Maryland
$199K – – –
PWMG
2079
Prestige Wealth Management Group
New Jersey
$196K -$664K -2,356 -78%
WCG
2080
Weaver Consulting Group
California
$194K +$8.46K +30 +5%
HWA
2081
HHM Wealth Advisors
Tennessee
$191K – – –
LWA
2082
Lenox Wealth Advisors
New York
$187K -$38.1K -135 -18%
HB
2083
Horizon Bancorp
Indiana
$187K -$5.08K -18 -3%
AIM
2084
Acropolis Investment Management
Missouri
$186K -$9.3K -33 -5%
WB
2085
West Bancorporation
Iowa
$185K -$78.4K -278 -31%
KPCM
2086
Kings Point Capital Management
New York
$183K -$11.6K -41 -6%
RIM
2087
Rockbridge Investment Management
New York
$179K +$171K +606 New
TPWA
2088
TRUE Private Wealth Advisors
Oregon
$174K +$29.6K +105 +22%
FNBOSM
2089
First National Bank of South Miami
Florida
$171K +$1.13K +4 +0.7%
LAM
2090
Lountzis Asset Management
Pennsylvania
$167K +$159K +565 New
SQA
2091
Simon Quick Advisors
New Jersey
$166K +$44.3K +157 +39%
PGAM
2092
Princeton Global Asset Management
New Jersey
$162K – – –
SLF
2093
Sun Life Financial
Ontario, Canada
$156K +$6.77K +24 +5%
MF
2094
Manchester Financial
California
$155K – – –
M
2095
MOTCO
Texas
$151K -$13.8K -49 -9%
AA
2096
AlphaMark Advisors
Kentucky
$151K +$129K +458 +881%
HFA
2097
Hoover Financial Advisors
Pennsylvania
$150K +$143K +506 New
CAM
2098
Cacti Asset Management
Georgia
$148K – – –
APC
2099
Aspire Private Capital
North Carolina
$148K +$18.6K +66 +15%
JFA
2100
JNBA Financial Advisors
Minnesota
$145K – – –
82 83
84
85 86