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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
776
RFG Advisory
Alabama
$405K -$6.3K -60 -2%
CRCM
777
Corbett Road Capital Management
Virginia
$404K -$26.2K -250 -7%
GW
778
GW & Wade
Massachusetts
$402K +$31.5K +300 +9%
STA
779
Summit Trail Advisors
New York
$402K +$373K +3,550 New
DCM
780
Donaldson Capital Management
Indiana
$400K +$1.05K +10 +0.3%
BFS
781
Baskin Financial Services
Ontario, Canada
$397K +$9.45K +90 +3%
NRI
782
NFP Retirement Inc
California
$396K – – –
PP
783
Peconic Partners
New York
$396K -$1.21M -11,500 -77%
MWA
784
MFA Wealth Advisors
Pennsylvania
$395K -$21K -200 -5%
GIM
785
Grassi Investment Management
California
$394K – – –
PFA
786
Professional Financial Advisors
Nebraska
$394K +$59.8K +570 +20%
WP
787
WealthPLAN Partners
Nebraska
$392K -$11.5K -110 -3%
WAAG
788
Wealth Alliance Advisory Group
Kansas
$389K -$8.4K -80 -2%
PNC
789
Park National Corp
Ohio
$381K -$38.8K -370 -10%
DT
790
Diversified Trust
Tennessee
$380K -$131K -1,250 -27%
BCM
791
Bienville Capital Management
New York
$380K +$353K +3,360 New
BCM
792
BTC Capital Management
Iowa
$375K -$1.05K -10 -0.3%
GA
793
GFS Advisors
Texas
$374K – – –
BC
794
Burney Company
Virginia
$372K -$31.5K -300 -8%
UCMOK
795
United Capital Management of KS
Kansas
$371K +$32.5K +310 +10%
FFG
796
Frisch Financial Group
New York
$371K +$124K +1,180 +56%
JIC
797
Johnson Investment Counsel
Ohio
$370K +$1.05K +10 +0.3%
BCA
798
Berman Capital Advisors
Georgia
$368K +$48.3K +460 +16%
WA
799
WBH Advisory
Maryland
$367K – – –
CAN
800
Claraphi Advisory Network
United States
$364K -$66.1K -630 -16%
30 31
32
33 34