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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
2251
Kelly Financial Services
Massachusetts
$72.1K -$6.99K -520 -9%
MCA
2252
Mercer Capital Advisers
New Jersey
$70K +$70.4K +5,240 New
AWM
2253
AllSquare Wealth Management
New York
$68K +$5.38K +400 +9%
NSB
2254
Norway Savings Bank
Maine
$67K – – –
EC
2255
Estate Counselors
Wisconsin
$66K -$64.5K -4,800 -49%
PG
2256
Proffitt & Goodson
Tennessee
$60K – – –
SQA
2257
Simon Quick Advisors
New Jersey
$58K – – –
CWM
2258
Cranbrook Wealth Management
Michigan
$57K +$1.61K +120 +3%
SWG
2259
Summit Wealth Group
Vermont
$56K +$56.5K +4,200 New
BDWM
2260
Brewin Dolphin Wealth Management
Ireland
$53.4K +$17.7K +1,320 +49%
DAC
2261
Dividend Assets Capital
South Carolina
$53K – – –
LGWM
2262
Litman Gregory Wealth Management
California
$53K – – –
CL
2263
CSS LLC
Illinois
$53K +$53.8K +4,000 New
CA
2264
Crewe Advisors
Utah
$51K – – –
WAM
2265
Wolverine Asset Management
Illinois
$50K -$434K -32,280 -90%
CBT
2266
CoreFirst Bank & Trust
Kansas
$49K -$538 -40 -1%
PA
2267
Perennial Advisors
New York
$48K -$1.61K -120 -3%
BCWM
2268
Bartlett & Co Wealth Management
Ohio
$44.3K – – –
BC
2269
Bartlett & Co
Ohio
$44K – – –
RCM
2270
Regency Capital Management
Hawaii
$43K +$43K +3,200 New
IBOK
2271
Independence Bank of Kentucky
Kentucky
$40K – – –
MFT
2272
Moisand Fitzgerald Tamayo
Florida
$40K – – –
SIMG
2273
Stephens Investment Management Group
Texas
$40K – – –
BMD
2274
Better Money Decisions
New Mexico
$40K +$40.3K +3,000 New
SA
2275
SRH Advisors
Kansas
$39K – – –
89 90
91
92 93