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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1326
Continuum Advisory
Idaho
$52.5K -$31.9K -293 -35%
NSIM
1327
North Star Investment Management
Illinois
$52.5K – – –
SAM
1328
S.A. Mason
Michigan
$51.1K – – –
PWMG
1329
Private Wealth Management Group
New Jersey
$49.5K – – –
MFA
1330
McClarren Financial Advisors
Pennsylvania
$49K -$36K -330 -63%
NEWAS
1331
N.E.W. Advisory Services
Wisconsin
$48.9K +$55.8K +512 New
ANBT
1332
American National Bank & Trust
Texas
$48.7K -$49K -450 -47%
OPTFSNA
1333
Old Point Trust & Financial Services N A
Virginia
$47.7K – – –
ACM
1334
Accent Capital Management
Ohio
$45.8K +$52.3K +480 New
PFBT
1335
Parkside Financial Bank & Trust
Missouri
$45.6K +$31.3K +287 +150%
CFS
1336
Compass Financial Services
Iowa
$43.5K -$26K -239 -34%
HWM
1337
Hemington Wealth Management
Virginia
$43K +$1.85K +17 +4%
HWM
1338
HighMark Wealth Management
Minnesota
$40.8K – – –
BC
1339
Bayforest Capital
United Kingdom
$38.2K -$217K -1,992 -83%
YAL
1340
Your Advocates Ltd
Texas
$38.2K – – –
GA
1341
GoalVest Advisory
New York
$37.9K +$5.45K +50 +14%
SO
1342
Sierra Ocean
California
$37.7K -$4.14K -38 -9%
CWC
1343
Carolinas Wealth Consulting
North Carolina
$36.6K +$4.58K +42 +12%
S
1344
Sachetta
Massachusetts
$35.5K – – –
FMP
1345
Financial Management Professionals
Texas
$34.5K -$4.69K -43 -11%
CSPIA
1346
Cary Street Partners Investment Advisory
Virginia
$33.9K +$18K +165 +87%
SIC
1347
SJS Investment Consulting
Ohio
$33.4K – – –
KFI
1348
Key Financial Inc
Pennsylvania
$32.8K – – –
DI
1349
DAGCO Inc
Ohio
$30.3K +$34.5K +317 New
ST
1350
Smithfield Trust
Pennsylvania
$30K +$20.5K +188 +149%
52 53
54
55 56