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Name Holding Trade Value Shares
Change 		Change in
Stake
FCAG
1051
First Capital Advisors Group
New Jersey
$186K +$179K +2,925 New
USB
1052
Union Savings Bank
Connecticut
$176K +$174K +2,850 New
PFBT
1053
Parkside Financial Bank & Trust
Missouri
$176K +$3.66K +60 +2%
CFD
1054
Creative Financial Designs
Indiana
$175K +$17.4K +285 +12%
WWP
1055
WR Wealth Planners
Missouri
$174K – – –
SIS
1056
Sound Income Strategies
Florida
$165K – – –
CCA
1057
Column Capital Advisors
Indiana
$159K -$19.2K -315 -11%
SIA
1058
Sit Investment Associates
Minnesota
$158K – – –
NL
1059
NVWM LLC
Pennsylvania
$158K -$2.75K -45 -2%
CSPIA
1060
Cary Street Partners Investment Advisory
Virginia
$156K -$12.8K -210 -8%
TCOV
1061
Trust Company of Vermont
Vermont
$154K – – –
HA
1062
Homestead Advisers
Virginia
$144K – – –
BTI
1063
Blue Trust Inc
Georgia
$143K -$22K -360 -12%
VCM
1064
Versant Capital Management
Arizona
$141K +$2.75K +45 +2%
GWS
1065
Glassman Wealth Services
Virginia
$139K +$916 +15 +0.7%
BC
1066
Bartlett & Co
Ohio
$139K – – –
BCWM
1067
Bartlett & Co Wealth Management
Ohio
$139K – – –
CAL
1068
Capital Advisors Ltd
Ohio
$137K +$121K +1,980 +1,200%
FMII
1069
Farmers & Merchants Investments Inc
Nebraska
$135K -$916 -15 -0.7%
GRP
1070
Global Retirement Partners
California
$132K – – –
RDFA
1071
Ritter Daniher Financial Advisory
Ohio
$127K – – –
ADL
1072
Asset Dedication LLC
California
$118K – – –
VAG
1073
VisionPoint Advisory Group
Texas
$118K +$113K +1,845 New
MHR
1074
Matthew Hamilton Rosenberg
$118K +$1.83K +30 +2%
CF
1075
Centaurus Financial
California
$115K -$14.7K -240 -12%
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