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Name Holding Trade Value Shares
Change 		Change in
Stake
ACG
1901
Allen Capital Group
Nebraska
$267K -$18.2K -191 -7%
AWM
1902
AllSquare Wealth Management
New York
$267K – – –
HIC
1903
Hartline Investment Corp
Illinois
$267K – – –
WAM
1904
WNY Asset Management
New York
$266K +$236K +2,470 New
CBTWT
1905
Community Bank & Trust (Waco, Texas)
Texas
$266K +$237K +2,486 New
SPC
1906
Stewart & Patten Company
California
$264K +$477 +5 +0.2%
TCMP
1907
Thrive Capital Management (Pennsylvania)
Pennsylvania
$264K +$236K +2,468 New
KPCM
1908
Kings Point Capital Management
New York
$262K +$40.7K +426 +21%
QIM
1909
Quest Investment Management
Oregon
$261K +$233K +2,441 New
NCM
1910
Northwest Capital Management
Oregon
$259K -$8.97K -94 -4%
IRC
1911
Investors Research Corp
Georgia
$259K – – –
GJCM
1912
Grand Jean Capital Management
California
$258K +$191 +2 +0.1%
SMA
1913
Sage Mountain Advisors
Georgia
$258K +$230K +2,411 New
SWM
1914
Salvus Wealth Management
New Jersey
$258K +$233K +2,439 New
TF
1915
TimeScale Financial
Massachusetts
$257K -$6.68K -70 -3%
EIP
1916
Ellis Investment Partners
Pennsylvania
$256K -$859 -9 -0.4%
NA
1917
Nottingham Advisors
New York
$255K -$11.1K -116 -5%
TFF
1918
The Family Firm
Maryland
$255K +$859 +9 +0.4%
OFG
1919
Oxford Financial Group
Indiana
$255K +$228K +2,385 New
TNAM
1920
Terra Nova Asset Management
New York
$254K +$227K +2,376 New
MWPCG
1921
Measured Wealth Private Client Group
New Hampshire
$253K -$51.3K -537 -19%
FNC
1922
First National Corp
Massachusetts
$252K -$4.01K -42 -2%
PWM
1923
PBMares Wealth Management
Virginia
$252K +$477 +5 +0.2%
VCG
1924
Vantage Consulting Group
Virginia
$252K +$225K +2,360 New
FSA
1925
Financial Sense Advisors
California
$250K +$223K +2,335 New
75 76
77
78 79