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Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
2301
Central Bank & Trust
Kentucky
$245K – – –
AC
2302
AlphaCore Capital
California
$245K +$281K +1,298 New
VIM
2303
Vista Investment Management
Pennsylvania
$244K +$43.3K +200 +18%
IWA
2304
Intercontinental Wealth Advisors
Texas
$243K -$63.8K -295 -19%
FWM
2305
FSA Wealth Management
Massachusetts
$243K – – –
PP
2306
Pegasus Partners
Wisconsin
$243K +$279K +1,291 New
CAGAS
2307
Capital Advisory Group Advisory Services
Minnesota
$242K -$403K -1,861 -59%
VV
2308
Verity & Verity
South Carolina
$241K – – –
GWS
2309
Glassman Wealth Services
Virginia
$240K -$29.4K -136 -10%
AA
2310
AlphaMark Advisors
Kentucky
$240K – – –
WDG
2311
Wealth Dimensions Group
Ohio
$238K +$4.11K +19 +2%
FIBT
2312
First International Bank & Trust
North Dakota
$238K +$273K +1,260 New
3F
2313
360 Financial
Minnesota
$236K -$145K -671 -35%
CBOR
2314
Community Bank of Raymore
Missouri
$236K – – –
KS
2315
Karpas Strategies
Connecticut
$236K – – –
SIMG
2316
Sonora Investment Management Group
Arizona
$236K +$270K +1,249 New
MKA
2317
M. Kulyk & Associates
Georgia
$236K +$270K +1,250 New
RF
2318
Rollins Financial
Georgia
$236K +$271K +1,252 New
SAM
2319
Silphium Asset Management
United Kingdom
$236K -$108K -500 -29%
DL
2320
DOHJ LLC
Washington
$235K -$3.03K -14 -1%
HWMG
2321
Hurlow Wealth Management Group
Indiana
$235K – – –
SVCP
2322
Silicon Valley Capital Partners
California
$235K +$269K +1,244 New
MIC
2323
Meridian Investment Counsel
California
$233K +$10.8K +50 +4%
RWA
2324
Redhawk Wealth Advisors
Minnesota
$232K -$1.06M -4,904 -80%
SCM
2325
Southport Capital Management
Tennessee
$232K -$41.3K -191 -13%
91 92
93
94 95