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Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
2626
Oxford Financial Group
Indiana
$477K -$27.5K -102 -6%
TNB
2627
TCF National Bank
South Dakota
$475K -$121K -450 -22%
WAM
2628
WNY Asset Management
New York
$472K -$5.38K -20 -1%
SAM
2629
S.A. Mason
Michigan
$472K +$13.5K +50 +3%
CCA
2630
Conservest Capital Advisors
Pennsylvania
$471K -$94.2K -350 -18%
SSWM
2631
Smith Salley Wealth Management
North Carolina
$471K +$209K +777 +94%
IF
2632
IRON Financial
Illinois
$468K -$103K -382 -19%
MCM
2633
Monument Capital Management
Virginia
$467K +$20.5K +76 +5%
CST
2634
Charles Schwab Trust
Nevada
$466K -$160K -593 -28%
PP
2635
Patten & Patten
Tennessee
$466K +$19.9K +74 +5%
BA
2636
Ballast Advisors
Minnesota
$464K +$8.08K +30 +2%
CCM
2637
Cox Capital Management
Massachusetts
$462K – – –
BCA
2638
Bay Colony Advisors
Massachusetts
$462K +$13.2K +49 +3%
LB
2639
Legacy Bridge
Iowa
$460K – – –
FFWM
2640
Future Financial Wealth Management
Ohio
$459K -$1.08M -4,000 -72%
PP
2641
Paloma Partners
Connecticut
$458K -$12.4M -46,170 -97%
TCOT
2642
Trust Company of Toledo
Ohio
$458K – – –
WIM
2643
Westside Investment Management
California
$457K +$370K +1,375 +13%
BWM
2644
Baystate Wealth Management
Massachusetts
$455K -$659K -2,448 -61%
SEIA
2645
Signature Estate & Investment Advisors
California
$455K -$5.12K -19 -1%
SAM
2646
Seelaus Asset Management
New Jersey
$454K +$79.7K +296 +24%
MFW
2647
Mosaic Family Wealth
Missouri
$452K -$53.9K -200 -12%
TWM
2648
Titus Wealth Management
California
$452K -$22.9K -85 -5%
TYCC
2649
Texas Yale Capital Corp
Florida
$451K – – –
WFA
2650
West Financial Advisors
Iowa
$451K – – –
104 105
106
107 108