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Name Holding Trade Value Shares
Change 		Change in
Stake
DHFB
1926
Dixon Hubard Feinour & Brown
Virginia
$263K -$65.2K -400 -18%
WAAG
1927
Wealth Alliance Advisory Group
Kansas
$263K +$1.79K +11 +0.6%
PPW
1928
Pasadena Private Wealth
California
$262K – – –
HCM
1929
Highlander Capital Management
New Jersey
$261K – – –
VST
1930
Van Strum & Towne
California
$261K – – –
GGI
1931
Godsey & Gibb Inc
Virginia
$260K – – –
MFG
1932
Magnus Financial Group
New York
$259K +$163 +1 +0.1%
SFI
1933
SPC Financial Inc
Maryland
$259K +$28.4K +174 +11%
PP
1934
PDS Planning
Ohio
$258K +$45K +276 +18%
OC
1935
Oakworth Capital
Alabama
$258K +$65.2K +400 +29%
1IA
1936
1834 Investment Advisors
Wisconsin
$257K -$3.26K -20 -1%
AA
1937
Auxano Advisors
Washington
$257K – – –
VWM
1938
Valley Wealth Managers
New Jersey
$257K +$21.8K +134 +8%
PWM
1939
PBMares Wealth Management
Virginia
$256K – – –
AIA
1940
Arbor Investment Advisors
North Carolina
$255K +$326 +2 +0.1%
HFG
1941
Heron Financial Group
New York
$255K +$71.9K +441 +34%
APSP
1942
Asset Planning Services (Pennsylvania)
Pennsylvania
$254K -$10.1K -62 -3%
IAA
1943
Ironsides Asset Advisors
North Carolina
$254K – – –
SMC
1944
Smith, Moore & Co
Missouri
$254K +$12.7K +78 +5%
UAS
1945
United Asset Strategies
New York
$253K -$1.3K -8 -0.5%
PCA
1946
Pallas Capital Advisors
Massachusetts
$251K +$1.47K +9 +0.6%
WIM
1947
Westside Investment Management
California
$250K -$89.7K -550 -13%
BAM
1948
Bruderman Asset Management
New York
$249K +$489 +3 +0.2%
PWM
1949
Prentice Wealth Management
New York
$249K +$1.14K +7 +0.4%
DI
1950
DFPG Investments
Utah
$249K +$30.5K +187 +13%
76 77
78
79 80