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Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1001
CoreFirst Bank & Trust
Kansas
$52.3K – – –
MTIC
1002
Missouri Trust & Investment Company
Missouri
$52.3K – – –
PP
1003
Pingora Partners
Wyoming
$52.3K – – –
GWM
1004
Geneos Wealth Management
Colorado
$52.3K +$1.43K +30 +3%
NI
1005
NCP Inc
California
$52.3K +$47.8K +1,000 New
BTI
1006
Blue Trust Inc
Georgia
$50.5K -$47.1K -985 -51%
IGWM
1007
ICA Group Wealth Management
Colorado
$49K +$239 +5 +0.5%
PPC
1008
Park Place Capital
Alabama
$48.2K -$38.7K -810 -47%
CTC
1009
Cetera Trust Company
Minnesota
$46.6K – – –
JWM
1010
Janiczek Wealth Management
Colorado
$44K – – –
RDFA
1011
Ritter Daniher Financial Advisory
Ohio
$42.9K -$19.6K -410 -33%
GJIA
1012
Glass Jacobson Investment Advisors
Maryland
$41.2K – – –
AA
1013
Ancora Advisors
Ohio
$41.1K +$37.5K +785 New
SSB
1014
Sandy Spring Bank
Maryland
$40K +$12.7K +265 +53%
BWL
1015
Bogart Wealth LLC
Virginia
$38.9K – – –
HBW
1016
Hazlett, Burt & Watson
West Virginia
$37K +$239 +5 +0.7%
WWP
1017
WR Wealth Planners
Missouri
$35.6K +$32.5K +680 New
MA
1018
Montag & Associates
Georgia
$34.8K – – –
PB
1019
Pinnacle Bancorp
Nebraska
$34.3K – – –
DJSG
1020
D.J. St. Germain
Massachusetts
$34K – – –
PWMG
1021
Private Wealth Management Group
New Jersey
$33K – – –
VAG
1022
VisionPoint Advisory Group
Texas
$32.5K -$1.43K -30 -5%
SIC
1023
SJS Investment Consulting
Ohio
$32.2K +$25.6K +535 +669%
FGAM
1024
Financial Gravity Asset Management
Texas
$31.3K – – –
CSC
1025
Caldwell Sutter Capital
California
$31.1K -$478 -10 -2%
39 40
41
42 43