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Name Holding Trade Value Shares
Change 		Change in
Stake
SRA
1601
Secured Retirement Advisors
Minnesota
$657K +$625K +22,690 New
HBT
1602
Heartland Bank & Trust
Illinois
$654K -$67.7K -2,456 -10%
ATC
1603
Adirondack Trust Company
New York
$653K -$48.3K -1,752 -7%
GWM
1604
Gitterman Wealth Management
New Jersey
$653K +$230K +8,364 +59%
VWM
1605
Venturi Wealth Management
Texas
$653K +$104K +3,787 +20%
CIC
1606
Carnegie Investment Counsel
Ohio
$653K +$31.8K +1,153 +5%
CAWM
1607
Capital Advisors Wealth Management
Washington
$652K +$6.64K +241 +1%
PSP
1608
Pacific Sage Partners
Washington
$652K +$193 +7 +0%
BGAI
1609
Bruce G. Allen Investments
Colorado
$652K -$36.6K -1,328 -6%
S
1610
SimplyRich
California
$649K – – –
PFSC
1611
Peoples Financial Services Corp
Pennsylvania
$648K +$27.6K +1,000 +5%
OCBCO
1612
Oversea-Chinese Banking Corp (OCBC)
Singapore
$647K -$455K -16,517 -42%
ONST
1613
Old North State Trust
North Carolina
$647K +$220 +8 +0%
CH
1614
Cromwell Holdings
Wyoming
$646K – – –
HWM
1615
Hohimer Wealth Management
Washington
$644K – – –
TC
1616
Trilogy Capital
California
$643K +$283K +10,284 +86%
SWA
1617
SFMG Wealth Advisors
Texas
$643K -$57.5K -2,086 -9%
MCWA
1618
Meadow Creek Wealth Advisors
Georgia
$643K +$23.5K +853 +4%
BIA
1619
Beacon Investment Advisors
Maryland
$642K +$2.92K +106 +0.5%
LF
1620
LifePlan Financial
Minnesota
$642K -$13K -470 -2%
CFMC
1621
Curbstone Financial Management Corp
New Hampshire
$642K -$147K -5,328 -19%
RIG
1622
RiverFront Investment Group
Virginia
$641K +$53.8K +1,953 +10%
UWS
1623
Unique Wealth Strategies
Illinois
$639K -$61.6K -2,235 -9%
DIA
1624
Dana Investment Advisors
Wisconsin
$639K +$367K +13,308 +152%
FWA
1625
FSM Wealth Advisors
Ohio
$638K +$214K +7,748 +53%
63 64
65
66 67