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Name Holding Trade Value Shares
Change 		Change in
Stake
LIG
2376
Lokken Investment Group
Delaware
$692K – – –
KCM
2377
Kathmere Capital Management
Pennsylvania
$692K +$229 +1 +0%
D
2378
Diversified
Delaware
$692K +$686 +3 +0.1%
EWM
2379
EPG Wealth Management
Georgia
$689K +$914 +4 +0.1%
SDWMA
2380
Schneider Downs Wealth Management Advisors
Pennsylvania
$688K +$9.6K +42 +1%
PP
2381
Palladium Partners
Virginia
$686K -$58.1K -254 -8%
BWA
2382
Beam Wealth Advisors
Louisiana
$686K +$87.8K +384 +15%
LIA
2383
LBMC Investment Advisors
Tennessee
$684K +$439K +1,921 +191%
WIC
2384
Whitegate Investment Counselors
New Hampshire
$683K – – –
FCA
2385
FinTrust Capital Advisors
South Carolina
$681K +$81.6K +357 +14%
FNBOH
2386
First National Bank of Hutchinson
Kansas
$677K -$29.5K -129 -4%
T
2387
TrueFG
Texas
$673K – – –
HIC
2388
Harvey Investment Company
Kentucky
$670K -$17.1K -75 -3%
CTFG
2389
Capstone Triton Financial Group
Oklahoma
$670K – – –
HFA
2390
High Falls Advisors
New York
$668K -$250K -1,095 -28%
PFG
2391
PAX Financial Group
Texas
$666K +$69.3K +303 +12%
WF
2392
WoodTrust Financial
Wisconsin
$666K +$206K +899 +46%
FFA
2393
Fi3 Financial Advisors
Indiana
$664K +$62.2K +272 +11%
SFG
2394
Summit Financial Group
West Virginia
$663K -$35.7K -156 -5%
PHAM
2395
Palisades Hudson Asset Management
Florida
$663K – – –
SPC
2396
Stewart & Patten Company
California
$658K -$4.8K -21 -0.7%
NJBEST
2397
New Jersey Better Educational Savings Trust
New Jersey
$657K – – –
ACA
2398
Anchor Capital Advisors
Massachusetts
$655K – – –
NFSG
2399
Newbridge Financial Services Group
Florida
$655K +$11K +48 +2%
KOC
2400
Koss-Olinger Consulting
Florida
$655K +$57.2K +250 +10%
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