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Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
4376
Sage Private Wealth Group
Illinois
$261K +$11K +17 +4%
BA
4377
Bard Associates
Illinois
$261K -$645 -1 -0.2%
WH
4378
Wallace Hart
Kentucky
$261K -$192K -298 -40%
WHC
4379
Wulff, Hansen & Co
California
$261K – – –
WA
4380
Westfuller Advisors
New York
$260K +$21.3K +33 +8%
LL
4381
LPWM LLC
Minnesota
$260K – – –
WCM
4382
Wallace Capital Management
Texas
$259K -$32.3K -50 -10%
FCMA
4383
Foresight Capital Management Advisors
Michigan
$258K +$289K +448 New
NECFA
4384
New England Capital Financial Advisors
Connecticut
$258K +$3.23K +5 +1%
FDDB
4385
Fidelity D&D Bancorp
Pennsylvania
$257K – – –
BEAM
4386
Baker Ellis Asset Management
Washington
$256K +$32.3K +50 +13%
FS
4387
Financial Symmetry
North Carolina
$256K +$36.1K +56 +14%
SCM
4388
Stonehearth Capital Management
Massachusetts
$255K -$12.9K -20 -4%
PWA
4389
Providence Wealth Advisors
Illinois
$255K -$9.03K -14 -3%
LA
4390
Lane & Associates
New Jersey
$254K -$8.39K -13 -3%
ASBI
4391
American State Bank (Iowa)
Iowa
$254K +$284K +440 New
NSG
4392
Nalls Sherbakoff Group
Tennessee
$254K +$284K +440 New
SIA
4393
Summit Investment Advisors
Maryland
$253K +$6.45K +10 +2%
EP
4394
Essential Planning
New Hampshire
$253K -$12.5M -19,339 -98%
NC
4395
NovaPoint Capital
Georgia
$252K -$29K -45 -9%
BWM
4396
BankPlus Wealth Management
Mississippi
$252K +$21.9K +34 +8%
NAMM
4397
NorthStar Asset Management (Massachusetts)
Massachusetts
$252K -$14.8K -23 -5%
HFA
4398
High Falls Advisors
New York
$251K +$31K +48 +12%
BW
4399
BostonPremier Wealth
Massachusetts
$251K +$26.5K +41 +10%
BF
4400
Brogan Financial
Tennessee
$249K +$279K +432 New
174 175
176
177 178