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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
4676
Walker Asset Management
Missouri
$319K – – –
SWM
4677
Sherman Wealth Management
Maryland
$318K +$322K +482 New
CAM
4678
CPA Asset Management
Florida
$318K +$321K +481 New
1CP
4679
1015 Capital Partners
Pennsylvania
$318K +$321K +481 New
CFGSD
4680
Compass Financial Group (South Dakota)
South Dakota
$317K +$54.1K +81 +20%
HFF
4681
Halter Ferguson Financial
Indiana
$317K +$53.4K +80 +20%
PIMG
4682
Patriot Investment Management Group
Tennessee
$317K – – –
FS
4683
Financial Symmetry
North Carolina
$317K +$321K +480 New
SG
4684
Sherry Group
Arkansas
$316K +$317K +474 New
LODC
4685
Lanham O'Dell & Company
West Virginia
$316K -$55.4K -83 -15%
BWG
4686
Beta Wealth Group
California
$315K – – –
SWM
4687
Stark Wealth Management
Pennsylvania
$315K +$6.68K +10 +2%
SIA
4688
Sage Investment Advisers
New York
$315K +$319K +477 New
PH
4689
Pinnacle Holdings
Oklahoma
$314K +$32.1K +48 +11%
TC
4690
Trust Company
Kansas
$314K +$42.1K +63 +15%
ANHIM
4691
Alan N. Hoffman Investment Management
Massachusetts
$313K – – –
JESC
4692
J.E. Simmons & Co
Texas
$313K +$317K +474 New
SR
4693
Swiss Re
Switzerland
$313K +$317K +474 New
SHIM
4694
Stone House Investment Management
Pennsylvania
$313K +$68.1K +102 +27%
PA
4695
Prosperity Advisers
Pennsylvania
$312K +$316K +473 New
EPI
4696
Eddie Patel Inc
Illinois
$312K +$316K +473 New
B
4697
BetterWealth
California
$312K -$15.4K -23 -5%
1GI
4698
180 GPS Investments
$311K +$291K +436 New
AFP
4699
ATLas Financial Planning
Georgia
$311K +$315K +471 New
DPI
4700
Diversified Portfolios Inc
Michigan
$310K +$313K +469 New
186 187
188
189 190