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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2501
Walker Asset Management
Missouri
$360K +$11.9K +224 +3%
CWM
2502
Connecticut Wealth Management
Connecticut
$360K +$38.1K +720 +11%
MHWM
2503
Montz Harcus Wealth Management
Louisiana
$360K +$52.8K +996 +16%
AIA
2504
AIMZ Investment Advisors
California
$359K +$53 +1 +0%
PCA
2505
Pallas Capital Advisors
Massachusetts
$358K -$159K -3,010 -31%
ES
2506
ETF Store
Kansas
$358K – – –
CCM
2507
Carlson Capital Management
Minnesota
$357K -$24.7K -467 -6%
NPPM
2508
North Point Portfolio Managers
Ohio
$357K – – –
JWCA
2509
J.W. Coons Advisors
Ohio
$357K +$93.3K +1,761 +33%
ACM
2510
Aquatic Capital Management
Illinois
$357K +$371K +7,000 New
IIA
2511
Integral Investment Advisors
California
$356K +$49.6K +937 +15%
BFC
2512
Blue Fin Capital
Rhode Island
$355K -$11.9K -225 -3%
FNBSF
2513
First National Bank Sioux Falls
South Dakota
$355K +$10.1K +190 +3%
IMA
2514
Investment Management Associates
Colorado
$354K -$95.8K -1,809 -21%
JCIA
2515
Jackson Creek Investment Advisors
Colorado
$353K -$12.2K -230 -3%
SG
2516
Stonnington Group
California
$353K – – –
SPA
2517
Shore Point Advisors
New Jersey
$353K +$2.54K +48 +0.7%
VFP
2518
Verus Financial Partners
Virginia
$352K -$21K -397 -6%
SAF
2519
Smith Anglin Financial
Texas
$352K +$19.1K +361 +6%
HC
2520
Hamilton Capital
Ohio
$352K +$42.8K +808 +13%
RWI
2521
Red Wave Investments
Pennsylvania
$352K +$103K +1,946 +39%
IAG
2522
Investmark Advisory Group
Connecticut
$351K -$117K -2,210 -24%
TA
2523
TrueWealth Advisors
Alabama
$351K – – –
CCI
2524
Credit Capital Investments
New Jersey
$351K +$365K +6,886 New
NB
2525
Northwest Bancshares
Pennsylvania
$350K -$229K -4,323 -39%
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