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Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
1776
Prospera Financial Services
Texas
$290K -$3.83M -329,440 -94%
BWA
1777
Beam Wealth Advisors
Louisiana
$286K -$3.26K -280 -1%
EFSCE
1778
Enterprise Financial Services Corp (EFSC)
Missouri
$283K -$41.9K -3,600 -15%
SLA
1779
Silver Lake Advisory
Utah
$283K +$243K +20,880 New
SAM
1780
SignalPoint Asset Management
Missouri
$282K +$242K +20,800 New
VSWA
1781
Vontobel Swiss Wealth Advisors
Switzerland
$281K -$273K -23,440 -53%
MWM
1782
Madison Wealth Management
Ohio
$280K +$241K +20,680 New
PMFA
1783
Plante Moran Financial Advisors
Michigan
$279K +$193K +16,600 +415%
PAM
1784
Pegasus Asset Management
New York
$279K +$240K +20,640 New
SWA
1785
Stratos Wealth Advisors
Ohio
$278K +$239K +20,560 New
VNA
1786
Valley National Advisers
Pennsylvania
$277K +$465 +40 +0.2%
UBG
1787
United Bank (Georgia)
Georgia
$277K +$238K +20,440 New
SFG
1788
Sunburst Financial Group
Alabama
$277K +$238K +20,480 New
FMBTD
1789
First Midwest Bank Trust Division
Illinois
$276K +$238K +20,440 New
AA
1790
Advisory Alpha
Michigan
$275K -$4.19K -360 -2%
LNB
1791
Ledyard National Bank
$275K +$236K +20,320 New
RP
1792
Rowlandmiller & Partners
Georgia
$275K +$11.6K +1,000 +2%
CYG
1793
Clean Yield Group
Vermont
$272K +$1.4K +120 +0.6%
AP
1794
Americana Partners
Texas
$272K +$234K +20,120 New
SGK
1795
Steigerwald Gordon & Koch
Virginia
$272K +$234K +20,120 New
LHC
1796
Little House Capital
Massachusetts
$272K +$235K +20,160 New
II
1797
Ibex Investors
Colorado
$271K -$910K -78,200 -80%
FNBOSM
1798
First National Bank of South Miami
Florida
$271K – – –
CFC
1799
Coyle Financial Counsel
Illinois
$271K +$233K +20,000 New
CCI
1800
Credit Capital Investments
New Jersey
$271K +$233K +20,000 New
70 71
72
73 74