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Name Holding Trade Value Shares
Change 		Change in
Stake
BONST
2426
Bank of Nova Scotia Trust
Ontario, Canada
$224K -$297K -1,515 -53%
EPWM
2427
Essex Private Wealth Management
Massachusetts
$224K +$23.7K +121 +10%
WFA
2428
Wellspring Financial Advisors
Ohio
$224K +$263K +1,342 New
PCM
2429
Pennsylvania Capital Management
Pennsylvania
$224K +$284K +1,450 New
GIP
2430
Greatmark Investment Partners
Georgia
$223K -$587 -3 -0.2%
BA
2431
Ballew Advisors
Mississippi
$223K +$9.4K +48 +4%
WWM
2432
Windsor Wealth Management
Indiana
$221K +$16.3K +83 +7%
PK
2433
Pflug Koory
Nebraska
$221K +$21.1K +108 +9%
VCM
2434
Vision Capital Management
Oregon
$220K -$33.3K -170 -11%
EWF
2435
Epstein & White Financial
California
$219K -$15.7K -80 -6%
BFG
2436
Bouchey Financial Group
New York
$219K +$17.6K +90 +7%
AFS
2437
Axiom Financial Strategies
Indiana
$219K +$256K +1,310 New
IIM
2438
Ipswich Investment Management
Massachusetts
$218K – – –
EP
2439
EPIQ Partners
Minnesota
$218K +$36K +184 +16%
MWP
2440
Meridian Wealth Partners
Pennsylvania
$217K -$32.9K -168 -11%
YMRC
2441
Yorktown Management & Research Company
Virginia
$217K +$255K +1,300 New
MGAM
2442
McGowan Group Asset Management
Texas
$216K -$27K -138 -10%
DCM
2443
Donaldson Capital Management
Indiana
$216K -$7.44K -38 -3%
SHWM
2444
Smith & Howard Wealth Management
Georgia
$216K -$3.92K -20 -2%
FUBT
2445
First United Bank & Trust
Maryland
$216K +$56.8K +290 +29%
UIA
2446
UBP Investment Advisors
Switzerland
$215K -$39.2K -200 -13%
KPWG
2447
KFA Private Wealth Group
Virginia
$215K -$38.6K -197 -13%
AP
2448
Atwood & Palmer
Missouri
$215K – – –
NPF
2449
Norris Perne & French
Michigan
$214K -$15.3K -78 -6%
TYCC
2450
Texas Yale Capital Corp
Florida
$214K -$587 -3 -0.2%
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