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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
776
Clarus Wealth Advisors
Arizona
$283K -$261K -5,735 -49%
CPSC
777
Carl P. Sherr & Co
Massachusetts
$282K – – –
GWM
778
GSB Wealth Management
Connecticut
$282K +$37.1K +815 +16%
RIA
779
Regal Investment Advisors
Michigan
$282K -$60.3K -1,325 -18%
PFPT
780
Pinnacle Financial Partners (Tennessee)
Tennessee
$281K -$22.3K -490 -8%
BFS
781
Bard Financial Services
Connecticut
$280K – – –
CF
782
Centaurus Financial
California
$279K +$683 +15 +0.3%
WB
783
West Bancorporation
Iowa
$278K +$39.4K +865 +17%
HI
784
Harbour Investments
Wisconsin
$276K -$67.6K -1,485 -20%
JSL
785
JT Stratford LLC
Georgia
$276K +$22.1K +485 +9%
DADC
786
D.A. Davidson & Co
Montana
$275K +$9.34K +205 +4%
SAM
787
Strategy Asset Managers
California
$272K -$21.4K -470 -8%
OFA
788
Oak Family Advisors
Illinois
$271K – – –
CIC
789
Crawford Investment Counsel
Georgia
$270K – – –
DWM
790
Dakota Wealth Management
Florida
$268K -$30.1K -660 -10%
BG
791
Bahl & Gaynor
Ohio
$264K -$20K -440 -7%
PGAM
792
Princeton Global Asset Management
New Jersey
$264K +$191K +4,200 +295%
MWM
793
Mission Wealth Management
California
$261K +$228 +5 +0.1%
SFG
794
Summit Financial Group
West Virginia
$261K – – –
CCM
795
Copeland Capital Management
Pennsylvania
$260K -$7.06K -155 -3%
DAM
796
Delta Asset Management
Tennessee
$259K – – –
PCMF
797
Private Capital Management (Florida)
Florida
$259K – – –
RG
798
Rathbones Group
United Kingdom
$259K – – –
WSCM
799
Wellington Shields Capital Management
New York
$259K – – –
RF
800
Rollins Financial
Georgia
$257K +$249K +5,475 New
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