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Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1526
Successful Portfolios
Florida
$323K +$20K +1,362 +7%
MCWS
1527
McKinley Carter Wealth Services
West Virginia
$323K -$64.1K -4,371 -17%
SAM
1528
SignalPoint Asset Management
Missouri
$322K -$1.8K -123 -0.6%
RCM
1529
RB Capital Management
Nevada
$322K -$94.9K -6,474 -23%
QIM
1530
Quest Investment Management
Oregon
$322K – – –
HDIM
1531
Hanson & Doremus Investment Management
Vermont
$322K -$32.2K -2,195 -9%
BCMLT
1532
Beacon Capital Management LLC (Tennessee)
Tennessee
$321K – – –
ONST
1533
Old North State Trust
North Carolina
$321K -$25.6K -1,747 -8%
CA
1534
Cullinan Associates
Kentucky
$321K +$20.5K +1,400 +7%
CA
1535
CapWealth Advisors
Tennessee
$321K +$31.9K +2,177 +11%
TWP
1536
Tempus Wealth Planning
California
$320K -$17.6K -1,199 -5%
BFAG
1537
Blackston Financial Advisory Group
Florida
$320K +$11.1K +756 +4%
IGWM
1538
ICA Group Wealth Management
Colorado
$319K -$53.3K -3,638 -15%
VA
1539
Valmark Advisers
Ohio
$319K -$129K -8,768 -29%
WKWM
1540
Walter & Keenan Wealth Management
Indiana
$318K +$37.1K +2,534 +14%
WI
1541
Wedgewood Investors
Pennsylvania
$317K -$2.61K -178 -0.8%
LWM
1542
Liberty Wealth Management
California
$317K -$95K -6,479 -24%
SWM
1543
Sugarloaf Wealth Management
Georgia
$317K -$18.5K -1,261 -6%
EAM
1544
Evanson Asset Management
California
$316K +$18.8K +1,285 +7%
AC
1545
Apella Capital
Connecticut
$315K -$6.9K -471 -2%
CWM
1546
Connecticut Wealth Management
Connecticut
$315K +$107K +7,278 +53%
SWP
1547
Summit Wealth Partners
Florida
$314K +$5.28K +360 +2%
LG
1548
LaFleur & Godfrey
Michigan
$314K -$4.16K -284 -1%
SWA
1549
SOA Wealth Advisors
New York
$314K +$2.29K +156 +0.8%
CAI
1550
Capital Advisors Inc
Oklahoma
$313K -$36.6K -2,498 -11%
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