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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1801
Patron Partners
Texas
$880K -$116K -6,160 -10%
FEG
1802
Financial Enhancement Group
Indiana
$879K – – –
CIG
1803
Consolidated Investment Group
Colorado
$879K +$1.09M +58,000 New
WW
1804
Westshore Wealth
California
$877K +$9.44K +500 +0.9%
FP
1805
Fiduciary Planning
Florida
$872K +$306K +16,230 +39%
CWM
1806
Circle Wealth Management
New Jersey
$871K -$155K -8,210 -13%
IBOK
1807
Independence Bank of Kentucky
Kentucky
$870K +$12.3K +650 +1%
BHWM
1808
Bar Harbor Wealth Management
New Hampshire
$869K -$179K -9,510 -14%
FNBOH
1809
First National Bank of Hutchinson
Kansas
$869K +$1.89K +100 +0.2%
BC
1810
Burney Company
Virginia
$866K -$31.1K -1,650 -3%
ANHIM
1811
Alan N. Hoffman Investment Management
Massachusetts
$866K – – –
AA
1812
Apriem Advisors
California
$864K +$213K +11,300 +25%
LWAM
1813
Legacy Wealth Asset Management
Minnesota
$860K +$5.29K +280 +0.5%
KC
1814
Knuff & Co
California
$858K – – –
BCM
1815
Boltwood Capital Management
California
$857K +$11.1K +590 +1%
EVC
1816
Eidelman Virant Capital
Missouri
$855K -$388K -20,580 -28%
DAM
1817
Delta Asset Management
Tennessee
$855K -$90.4K -4,790 -8%
CA
1818
Cornerstone Advisory
Maryland
$855K +$49.6K +2,630 +5%
PRWA
1819
Platte River Wealth Advisors
Colorado
$850K -$159K -8,400 -13%
W
1820
WealthOne
New York
$850K +$41.9K +2,220 +4%
PA
1821
PSI Advisors
Florida
$846K +$103K +5,450 +11%
SC
1822
Sierra Capital
Florida
$845K -$19.8K -1,050 -2%
CNBTD
1823
Citizens National Bank Trust Department
Mississippi
$843K -$20.8K -1,100 -2%
MCA
1824
Martin Capital Advisors
Texas
$838K – – –
LF
1825
LifeSteps Financial
California
$837K +$54.7K +2,900 +6%
71 72
73
74 75