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Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1451
Westside Investment Management
California
$313K +$1.82K +28 +0.6%
AIC
1452
Archer Investment Corporation
Indiana
$312K +$262K +4,023 +460%
PAS
1453
Professional Advisory Services
Florida
$312K – – –
APW
1454
Alliance Private Wealth
Massachusetts
$310K +$332K +5,093 New
FG
1455
Foster Group
Iowa
$310K -$8.28K -127 -3%
ODFS
1456
O'Donnell Financial Services
California
$309K +$316K +4,849 New
KP
1457
Keel Point
Alabama
$309K -$24.1K -369 -7%
DAM
1458
Diamant Asset Management
Connecticut
$308K – – –
SC
1459
Searle & Co
Connecticut
$308K – – –
NDSI
1460
Newman Dignan & Sheerar Inc
Rhode Island
$307K – – –
PP
1461
PDS Planning
Ohio
$306K +$11.7K +179 +4%
PIM
1462
Progressive Investment Management
Oregon
$306K – – –
EB
1463
Eastern Bank
Massachusetts
$305K -$71.8K -1,101 -19%
PSB
1464
Piscataqua Savings Bank
New Hampshire
$304K +$4.24K +65 +1%
DA
1465
Doliver Advisors
Texas
$304K -$10.6K -163 -3%
MIM
1466
Miller Investment Management
Pennsylvania
$304K – – –
LWL
1467
Leo Wealth LLC
Texas
$304K +$311K +4,769 New
PAM
1468
Peak Asset Management
Colorado
$303K – – –
PAG
1469
Powers Advisory Group
Illinois
$302K -$27.8K -427 -8%
WAS
1470
Wealth Advisory Solutions
Indiana
$302K -$1.04M -15,954 -77%
RCM
1471
RNC Capital Management
California
$302K -$272K -4,174 -47%
AWM
1472
Aprio Wealth Management
Georgia
$302K +$26.5K +406 +9%
BOM
1473
Bank of Marin
California
$301K -$19K -291 -6%
AWM
1474
Alterna Wealth Management
Texas
$301K +$65.2K +1,000 +27%
AF
1475
Advisornet Financial
Minnesota
$300K -$26K -399 -8%
57 58
59
60 61