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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
3051
Private Asset Management
California
$405K -$172K -5,180 -35%
SRC
3052
Shufro Rose & Co
New York
$405K -$133K -4,000 -29%
SAM
3053
Sawgrass Asset Management
Florida
$404K +$317K +9,550 New
RWP
3054
Ridgecrest Wealth Partners
California
$403K +$2.66K +80 +0.8%
USB
3055
Union Savings Bank
Connecticut
$402K +$286K +8,610 New
BMM
3056
Buffington Mohr McNeal
Idaho
$402K +$5.31K +160 +2%
PCMF
3057
Private Capital Management (Florida)
Florida
$400K +$72.4K +2,180 +30%
CIM
3058
Confluence Investment Management
Missouri
$400K -$212K -6,400 -40%
IWA
3059
Inspirion Wealth Advisors
Illinois
$400K -$6.64K -200 -2%
WQ
3060
Wealth Quarterback
New Jersey
$399K -$41.2K -1,240 -12%
WAOI
3061
Wealth Advisors of Iowa
Iowa
$398K -$154K -4,650 -33%
CHJWM
3062
Carlton Hofferkamp & Jenks Wealth Management
Texas
$398K -$164K -4,930 -36%
LIA
3063
LS Investment Advisors
Michigan
$398K +$312K +9,400 New
HA
3064
HC Advisors
Georgia
$397K – – –
MWM
3065
Madison Wealth Management
Ohio
$397K – – –
SFS
3066
Security Financial Services
Indiana
$396K +$311K +9,360 New
FAM
3067
Flaharty Asset Management
Florida
$396K -$108K -3,260 -26%
HFA
3068
High Falls Advisors
New York
$395K – – –
SL
3069
Summitry LLC
California
$394K -$167K -5,040 -35%
MA
3070
MKT Advisors
California
$394K – – –
DJSG
3071
D.J. St. Germain
Massachusetts
$394K +$309K +9,310 New
LWM
3072
Ledge Wealth Management
Minnesota
$393K -$407K -12,250 -57%
SSWG
3073
Seven Springs Wealth Group
Tennessee
$393K -$309K -9,300 -50%
AAM
3074
Augustine Asset Management
Florida
$393K -$2.32K -70 -0.7%
VBWMG
3075
Von Berge Wealth Management Group
California
$393K +$7.97K +240 +3%
121 122
123
124 125