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Name Holding Trade Value Shares
Change 		Change in
Stake
HWMO
1476
Heritage Wealth Management (Ohio)
Ohio
$265K +$234K +1,056 New
SMG
1477
Smart Money Group
Texas
$264K +$234K +1,054 New
CAL
1478
Capital Advisors Ltd
Ohio
$263K -$10.4K -47 -4%
GKIM
1479
GW&K Investment Management
Massachusetts
$262K +$48.6K +219 +27%
DE
1480
Diversified Enterprises
Delaware
$262K +$232K +1,045 New
BMWS
1481
Brady Martz Wealth Solutions
North Dakota
$261K +$232K +1,043 New
FSA
1482
Financial Security Advisor
Virginia
$261K -$110K -495 -32%
ZBNA
1483
Zions Bancorporation, National Association
Utah
$261K +$184K +828 +389%
WCP
1484
Wealthcare Capital Partners
Pennsylvania
$258K +$229K +1,031 New
IWN
1485
Independent Wealth Network
Iowa
$258K +$229K +1,031 New
VFA
1486
Values First Advisors
Tennessee
$257K +$228K +1,027 New
VI
1487
VectorGlobal IAG
Florida
$257K +$228K +1,027 New
WIC
1488
Woodmont Investment Counsel
Tennessee
$257K +$228K +1,027 New
UAG
1489
United Advisor Group
Ohio
$257K +$228K +1,025 New
KCM
1490
KRS Capital Management
Michigan
$257K +$228K +1,025 New
VIPI
1491
Vista Investment Partners II
Indiana
$256K +$227K +1,022 New
CWA
1492
Cura Wealth Advisors
Illinois
$256K +$226K +1,020 New
UCB
1493
United Community Bank
South Carolina
$254K +$225K +1,015 New
SFWC
1494
Strategic Family Wealth Counselors
New Jersey
$253K -$116K -523 -34%
JPLA
1495
Joseph P. Lucia & Associates
New York
$253K +$224K +1,008 New
LFA
1496
Legacy Financial Advisors
Kentucky
$252K +$223K +1,006 New
JPWM
1497
Jamison Private Wealth Management
Georgia
$252K +$223K +1,005 New
LWCFA
1498
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$251K – – –
CWMG
1499
Compass Wealth Management (Georgia)
Georgia
$251K +$222K +1,000 New
ECM
1500
Elgethun Capital Management
South Dakota
$251K +$222K +1,000 New
58 59
60
61 62