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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
801
Kurt F. Somerville
$398K – – –
CFG
802
Citizens Financial Group
Rhode Island
$397K -$28.2K -500 -6%
WTB
803
Washington Trust Bank
Washington
$396K -$14.1K -250 -3%
MQWP
804
Morey & Quinn Wealth Partners
Nebraska
$393K +$419K +7,411 New
KFS
805
Keynote Financial Services
Connecticut
$389K – – –
YMRC
806
Yorktown Management & Research Company
Virginia
$385K – – –
ECG
807
Edge Capital Group
Georgia
$380K +$56.5K +1,000 +16%
AWM
808
Angeles Wealth Management
California
$380K +$29.1K +515 +8%
WH
809
Willner & Heller
California
$379K +$1.36K +24 +0.3%
SAW
810
Signal Advisors Wealth
Michigan
$378K +$24.6K +436 +7%
BCWM
811
Bartlett & Co Wealth Management
Ohio
$374K -$28.2K -500 -7%
SDWIA
812
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$371K +$56.5K +1,000 +17%
BFW
813
Brady Family Wealth
Missouri
$367K -$1.19K -21 -0.3%
VFA
814
Valeo Financial Advisors
Indiana
$366K -$13.8K -244 -3%
ONST
815
Old North State Trust
North Carolina
$356K – – –
PS
816
Principal Securities
Iowa
$356K -$26.9K -477 -7%
HWA
817
HHM Wealth Advisors
Tennessee
$353K +$12.3K +218 +3%
PL
818
Parthenon LLC
Kentucky
$352K – – –
MP
819
Moment Partners
California
$351K +$374K +6,620 New
KWA
820
Kingswood Wealth Advisors
California
$349K +$372K +6,585 New
GFWA
821
Grey Fox Wealth Advisors
Delaware
$343K – – –
CG
822
Cynosure Group
Utah
$343K -$67K -1,185 -16%
CAM
823
Cypress Asset Management
Texas
$342K -$5.65K -100 -2%
BW
824
Bison Wealth
Georgia
$341K -$35K -619 -9%
FIM
825
Freedom Investment Management
Connecticut
$339K +$2.6K +46 +0.7%
31 32
33
34 35