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Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
1226
Bartlett & Co Wealth Management
Ohio
$345K +$57.4K +571 +22%
BMWM
1227
Brown Miller Wealth Management
Virginia
$344K – – –
MK
1228
MASTERINVEST Kapitalanlage
$344K +$24K +239 +8%
AFP
1229
Alpha Financial Partners
Kentucky
$344K -$23.6K -235 -7%
CCA
1230
Catalyst Capital Advisors
New York
$342K -$13.9K -138 -4%
GJWM
1231
Gilliland Jeter Wealth Management
Arkansas
$337K +$402 +4 +0.1%
OAM
1232
Occidental Asset Management
California
$336K +$28.1K +280 +10%
GPW
1233
Genesis Private Wealth
Virginia
$333K -$3.02K -30 -1%
DS
1234
DRW Securities
Illinois
$332K +$310K +3,085 New
FNT
1235
First Nebraska Trust
Nebraska
$332K – – –
IA
1236
IFG Advisory
Georgia
$330K +$19.6K +195 +7%
AFG
1237
Allegheny Financial Group
Pennsylvania
$326K – – –
BDF
1238
Black Diamond Financial
Maryland
$325K – – –
AFG
1239
ABLE Financial Group
Arizona
$325K +$4.02K +40 +1%
GWP
1240
Gen-Wealth Partners
Michigan
$324K -$2.92K -29 -1%
1W
1241
1776 Wealth
Georgia
$323K -$406K -4,035 -57%
CHC
1242
City Holding Co
West Virginia
$323K -$7.54K -75 -2%
MCWA
1243
Meadow Creek Wealth Advisors
Georgia
$323K -$39.4K -392 -11%
LA
1244
LM Advisors
California
$323K – – –
BIM
1245
Bridges Investment Management
Nebraska
$323K +$8.54K +85 +3%
PWG
1246
Portside Wealth Group
Utah
$321K +$24.3K +242 +9%
HCM
1247
Hutchinson Capital Management
California
$318K +$1.31K +13 +0.4%
MCC
1248
Money Concepts Capital
Florida
$318K +$5.03K +50 +2%
CCWM
1249
Cassaday & Co Wealth Management
Virginia
$318K -$3.02K -30 -1%
GWMIA
1250
Global Wealth Management Investment Advisory
Florida
$317K +$296K +2,941 New
48 49
50
51 52