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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1351
Sunrise Financial Services
Washington
$535K -$20.8K -207 -4%
AWM
1352
Aviso Wealth Management
Washington
$534K -$34.5K -343 -6%
CSI
1353
Clark & Stuart Inc
Maine
$533K +$6.45K +64 +1%
SWA
1354
Sax Wealth Advisors
New Jersey
$530K +$113K +1,126 +24%
CFCS
1355
CDM Financial Counseling Services
Connecticut
$529K +$11.8K +117 +2%
PCM
1356
Polymer Capital Management
New York
$528K +$520K +5,167 New
NJIM
1357
Nabity-Jensen Investment Management
Nebraska
$527K – – –
SM
1358
Sweeney & Michel
California
$525K +$1.41K +14 +0.3%
FPWM
1359
FSB Premier Wealth Management
Iowa
$525K -$241K -2,396 -32%
EB
1360
Emprise Bank
Kansas
$524K -$7.05K -70 -1%
ICA
1361
Infrastructure Capital Advisors
New York
$523K +$516K +5,122 New
CA
1362
Carson Advisory
Georgia
$522K -$15.4K -153 -3%
CWM
1363
Connecticut Wealth Management
Connecticut
$522K -$32.2K -320 -6%
CSPIA
1364
Cary Street Partners Investment Advisory
Virginia
$521K +$17.3K +172 +3%
PCM
1365
Palisade Capital Management
New Jersey
$521K +$22.7K +225 +5%
NG
1366
Navigation Group
California
$521K +$13.3K +132 +3%
SBFM
1367
S-Bank Fund Management
Finland
$519K +$512K +5,082 New
CSB
1368
City State Bank
Iowa
$517K -$50.4K -500 -9%
HCWM
1369
Hidden Cove Wealth Management
Washington
$516K +$19.7K +196 +4%
OWP
1370
Obermeyer Wealth Partners
Colorado
$515K +$113K +1,120 +29%
MCM
1371
Mendel Capital Management
Arkansas
$512K -$1.01K -10 -0.2%
AIM
1372
Aspen Investment Management
Michigan
$512K – – –
PI
1373
Parkside Investments
Illinois
$511K -$403K -4,000 -44%
CTI
1374
Community Trust & Investment
Kentucky
$511K – – –
NCNMGF
1375
Nano-Cap New Millennium Growth Fund
New York
$511K +$504K +5,000 New
53 54
55
56 57