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Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
1001
Pinnacle Wealth Planning Services
Ohio
$406K +$67K +3,020 +15%
KTC
1002
Kistler-Tiffany Companies
Pennsylvania
$406K +$240K +10,830 +88%
LOAMS
1003
Lombard Odier Asset Management (Switzerland)
Switzerland
$406K +$515K +23,220 New
WB
1004
WesBanco Bank
West Virginia
$402K -$11.1K -500 -2%
SACTSONJ
1005
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$402K – – –
WCM
1006
WealthBridge Capital Management
Ohio
$401K -$382K -17,250 -43%
CF
1007
Cantor Fitzgerald
New York
$400K +$185K +8,340 +57%
LHC
1008
Little House Capital
Massachusetts
$399K +$280K +12,630 +124%
CFGS
1009
Concourse Financial Group Securities
Alabama
$398K -$56.1K -2,530 -10%
ISWM
1010
Independent Solutions Wealth Management
New York
$396K -$37K -1,670 -7%
AWA
1011
Arete Wealth Advisors
Illinois
$396K -$228K -10,300 -31%
LCM
1012
Lewis Capital Management
California
$396K – – –
RCM
1013
RB Capital Management
Nevada
$396K +$40.1K +1,810 +9%
MTWM
1014
Masso Torrence Wealth Management
New Jersey
$394K -$236K -10,630 -32%
KFGK
1015
Keystone Financial Group (Kentucky)
Kentucky
$394K -$231K -10,420 -32%
FMLI
1016
Fukoku Mutual Life Insurance
Japan
$393K -$27.5K -1,240 -5%
GM
1017
GeoWealth Management
Illinois
$393K +$141K +6,360 +40%
CL
1018
CPWM LLC
Washington
$391K -$12.2K -550 -2%
AAM
1019
Aureus Asset Management
Massachusetts
$390K -$17.1M -771,590 -97%
CAM
1020
Close Asset Management
United Kingdom
$390K +$380K +17,120 +332%
CPWA
1021
Cerro Pacific Wealth Advisors
California
$389K -$161K -7,260 -25%
AGA
1022
Accuvest Global Advisors
Utah
$388K -$1.5M -67,560 -75%
FAM
1023
Formidable Asset Management
Ohio
$387K +$54.1K +2,440 +13%
AG
1024
Algert Global
California
$386K +$489K +22,070 New
XWM
1025
Xcel Wealth Management
Florida
$385K -$58.1K -2,620 -11%
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