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Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
2126
Keudell/Morrison Wealth Management
Oregon
$2.65M +$2.45M +22,477 New
FSA
2127
Financial Sense Advisors
California
$2.64M -$298K -2,729 -11%
V
2128
VeraBank
Texas
$2.64M +$27.3K +250 +1%
CCM
2129
Carlson Capital Management
Minnesota
$2.64M +$160K +1,471 +7%
BCFS
2130
Butensky & Cohen Financial Security
Florida
$2.63M +$219K +2,008 +10%
SCG
2131
Sonata Capital Group
Washington
$2.63M – – –
GPA
2132
Garrison Point Advisors
California
$2.63M -$1.09K -10 -0%
AWS
2133
AJ Wealth Strategies
New York
$2.62M -$123K -1,126 -5%
GLI
2134
Guardian Life Insurance
New York
$2.61M +$44.1K +404 +2%
RAM
2135
RWC Asset Management
United Kingdom
$2.61M -$2.67M -24,507 -53%
CH
2136
Canton Hathaway
Rhode Island
$2.6M +$220K +2,020 +10%
PGWM
2137
Parisi Gray Wealth Management
New Jersey
$2.6M -$2.07K -19 -0.1%
EAM
2138
Evanson Asset Management
California
$2.59M -$417K -3,825 -15%
UCMOK
2139
United Capital Management of KS
Kansas
$2.58M +$307K +2,813 +16%
KC
2140
Kingfisher Capital
North Carolina
$2.58M +$44.3K +406 +2%
CMANY
2141
Capital Management Associates (New York)
New York
$2.57M +$32.7K +300 +1%
IAS
2142
IMA Advisory Services
Colorado
$2.57M +$987K +9,048 +71%
AB
2143
AT Bancorp
Iowa
$2.57M -$409K -3,748 -15%
CFS
2144
CRA Financial Services
New Jersey
$2.56M -$109 -1 -0%
FCFC
2145
First Commonwealth Financial Corp
Pennsylvania
$2.56M -$14.5K -133 -0.6%
EML
2146
Eos Management LP
New York
$2.55M – – –
IIM
2147
Intact Investment Management
Quebec, Canada
$2.55M +$185K +1,700 +9%
PIM
2148
Profit Investment Management
Maryland
$2.53M – – –
PH
2149
Pinnacle Holdings
Oklahoma
$2.53M -$3.38K -31 -0.1%
PWMG
2150
Prestige Wealth Management Group
New Jersey
$2.51M -$327K -3,000 -12%
84 85
86
87 88