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NOK

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
451
Fiduciary Planning
Florida
$1K – – –
GAM
452
Gemmer Asset Management
California
$1K – – –
HWA
453
HHM Wealth Advisors
Tennessee
$1K – – –
JWBC
454
John W. Brooker & Co
California
$1K – – –
PCFFS
455
Pacific Center for Financial Services
California
$1K – – –
PFBT
456
Parkside Financial Bank & Trust
Missouri
$1K – – –
TF
457
Tompkins Financial
New York
$1K – – –
WLPWM
458
Walled Lake Planning & Wealth Management
Illinois
$1K – – –
LFG
459
Larson Financial Group
Missouri
$1K +$388 +93 +145%
PWM
460
Prentice Wealth Management
New York
$1K +$417 +100 New
LCM
461
Logan Capital Management
Pennsylvania
$1K +$543 +130 New
RWG
462
Regal Wealth Group
California
$1K +$597 +143 New
COCM
463
Charter Oak Capital Management
New Hampshire
$1K +$626 +150 +200%
DAM
464
Delta Asset Management
Tennessee
$1K +$626 +150 New
AWM
465
Activest Wealth Management
Florida
$1K +$751 +180 New
ME
466
McIlrath & Eck
Washington
$1K +$772 +185 New
BCPWM
467
Bradley & Co Private Wealth Management
Florida
$1K +$826 +198 New
CHC
468
City Holding Co
West Virginia
$1K +$835 +200 New
CWAF
469
Core Wealth Advisors (Florida)
Florida
$1K +$1.04K +250 New
CWC
470
Carolinas Wealth Consulting
North Carolina
$1K +$1.06K +253 New
GAM
471
Grandview Asset Management
Pennsylvania
$1K +$1.06K +254 New
MCM
472
Manchester Capital Management
Vermont
$1K +$1.21K +290 New
BFG
473
Baron Financial Group
New Jersey
$911 – – –
ACA
474
Atlas Capital Advisors
Wyoming
$297 – – –
CIA
475
Cascade Investment Advisors
Oregon
$158 +$167 +40 New
17 18
19
20 21