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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2151
Connecticut Wealth Management
Connecticut
$365K +$28.8K +1,820 +6%
BWAM
2152
Boyd Watterson Asset Management
Ohio
$364K – – –
LFM
2153
Lumina Fund Management
New York
$364K – – –
PI
2154
Parkside Investments
Illinois
$364K – – –
TM
2155
Triatomic Management
California
$364K +$474K +30,000 New
CL
2156
CPWM LLC
Washington
$362K -$189K -11,960 -29%
PGWM
2157
Pitti Group Wealth Management
New York
$362K +$15.7K +990 +3%
CNBTD
2158
Citizens National Bank Trust Department
Mississippi
$360K -$410K -25,960 -47%
VC
2159
Veracity Capital
Georgia
$359K -$71.1K -4,500 -13%
PFM
2160
Peak Financial Management
Massachusetts
$359K +$67.2K +4,250 +17%
AHB
2161
Abner Herrman & Brock
New Jersey
$359K +$96.1K +6,080 +26%
SBL
2162
Sargent Bickham Lagudis
Colorado
$358K +$62.9K +3,980 +16%
DA
2163
Dash Acquisitions
California
$356K +$8.06K +510 +2%
CA
2164
Cambridge Advisors
Nebraska
$356K +$19.8K +1,250 +4%
MWM
2165
Madison Wealth Management
Ohio
$353K -$25.6K -1,620 -5%
ABLA
2166
Alan B. Lancz & Associates
Ohio
$352K – – –
NWA
2167
Navis Wealth Advisors
New York
$352K – – –
AC
2168
Addison Capital
Pennsylvania
$351K -$101K -6,390 -18%
KPWG
2169
KFA Private Wealth Group
Virginia
$351K -$34.5K -2,180 -7%
PWM
2170
Prentice Wealth Management
New York
$351K +$50.9K +3,220 +13%
CCA
2171
Catalyst Capital Advisors
New York
$349K -$1.42K -90 -0.3%
CPC
2172
Consolidated Planning Corp
Georgia
$347K -$1.11M -70,300 -71%
PSP
2173
Principal Street Partners
Tennessee
$347K -$257K -16,240 -36%
ANBT
2174
American National Bank & Trust
Texas
$345K +$5.06K +320 +1%
CCM
2175
Carlson Capital Management
Minnesota
$345K +$127K +8,040 +39%
85 86
87
88 89