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Name Holding Trade Value Shares
Change 		Change in
Stake
SG
4126
Somerset Group
Minnesota
$999K +$15.3K +111 +2%
WW
4127
Waterfront Wealth
Kansas
$999K +$44.5K +323 +5%
LCM
4128
LVM Capital Management
Michigan
$997K -$178K -1,295 -15%
SCP
4129
Stamos Capital Partners
California
$995K -$368K -2,670 -26%
VBWMG
4130
Von Berge Wealth Management Group
California
$993K – – –
PW
4131
PUREfi Wealth
Massachusetts
$993K +$1.02M +7,398 New
AWA
4132
Archvest Wealth Advisors
California
$991K +$28.4K +206 +3%
GAM
4133
GEM Asset Management
Michigan
$990K -$234K -1,701 -19%
ATWA
4134
Arbor Trust Wealth Advisors
Michigan
$990K +$302K +2,191 +42%
NWA
4135
New World Advisors
Massachusetts
$989K +$10.3K +75 +1%
MFG
4136
MidWestOne Financial Group
Iowa
$988K -$92.9K -674 -8%
WDL
4137
Well Done LLC
Michigan
$985K – – –
AIM
4138
Aspen Investment Management
Michigan
$984K +$4.82K +35 +0.5%
CA
4139
Carson Advisory
Georgia
$982K -$174K -1,265 -15%
MAM
4140
Montchanin Asset Management
Delaware
$982K -$1.04M -7,570 -51%
GCA
4141
Greenwood Capital Associates
South Carolina
$981K -$13.8K -100 -1%
EAM
4142
Everstar Asset Management
North Carolina
$981K +$112K +815 +13%
TFP
4143
Traction Financial Partners
Wyoming
$980K -$25.1K -182 -2%
CCM
4144
Chaney Capital Management
Washington
$977K -$20.5K -149 -2%
GIA
4145
GHP Investment Advisors
Colorado
$976K -$301K -2,182 -23%
PRTG
4146
Post Resch Tallon Group
New York
$972K +$968K +7,025 New
TKP
4147
Tallon Kerry Patrick
$972K +$968K +7,025 New
CC
4148
Cypress Capital
Tennessee
$972K -$220K -1,593 -18%
W
4149
WorthPointe
California
$969K +$71.5K +519 +8%
CC
4150
Copperleaf Capital
North Carolina
$967K +$34.3K +249 +4%
164 165
166
167 168