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Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1426
Parkside Financial Bank & Trust
Missouri
$247K -$4.98K -100 -2%
WP
1427
WealthShield Partners
North Carolina
$247K +$17.4K +350 +8%
DWM
1428
Doyle Wealth Management
Florida
$245K -$15.4K -310 -6%
IIC
1429
Integrated Investment Consultants
Michigan
$245K – – –
CFSG
1430
Community Financial Services Group
Vermont
$245K +$244K +4,900 New
GA
1431
Geller Advisors
New York
$244K +$14.9K +300 +7%
TP
1432
Truvvo Partners
New York
$243K -$229K -4,610 -49%
LWA
1433
Lenox Wealth Advisors
New York
$242K +$2.49K +50 +1%
COF
1434
Capital One Financial
Virginia
$241K -$46.3K -930 -16%
PP
1435
Prudential plc
United Kingdom
$241K +$240K +4,820 New
GA
1436
GFS Advisors
Texas
$240K +$239K +4,800 New
SGK
1437
Steigerwald Gordon & Koch
Virginia
$240K +$239K +4,800 New
PJB
1438
Paul John Balson
California
$239K -$39.8K -800 -14%
UC
1439
Unio Capital
New Jersey
$239K – – –
SWA
1440
Stratos Wealth Advisors
Ohio
$239K +$237K +4,770 New
FCFC
1441
First Citizens Financial Corp
Iowa
$238K – – –
HA
1442
HC Advisors
Georgia
$237K -$498 -10 -0.2%
SCM
1443
Seascape Capital Management
New Hampshire
$237K – – –
GPA
1444
Guidance Point Advisors
Massachusetts
$237K +$1.49K +30 +0.6%
CFA
1445
Carroll Financial Associates
North Carolina
$234K -$7.96K -160 -3%
CCM
1446
Carlson Capital Management
Minnesota
$234K – – –
RT
1447
Rockland Trust
Massachusetts
$234K +$995 +20 +0.4%
PJSIMP
1448
P.J. Schmidt Investment Management (PJS)
Wisconsin
$234K +$238K +4,790 New
VCM
1449
Verde Capital Management
Michigan
$233K – – –
VC
1450
Vicus Capital
Pennsylvania
$233K +$232K +4,660 New
56 57
58
59 60