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Name Holding Trade Value Shares
Change 		Change in
Stake
NHT
1701
New Hampshire Trust
New Hampshire
$817K +$72.5K +1,674 +10%
WIP
1702
WealthCare Investment Partners
Rhode Island
$815K +$324K +7,494 +67%
WFC
1703
Western Financial Corp
California
$814K +$11.2K +258 +1%
HNB
1704
Hilltop National Bank
Wyoming
$814K +$476 +11 +0.1%
NAS
1705
Nicolet Advisory Services
Wisconsin
$812K +$20.9K +482 +3%
NG
1706
Novem Group
New York
$812K +$9.96K +230 +1%
MSWM
1707
McGlone Suttner Wealth Management
Wisconsin
$811K +$28.8K +665 +4%
PP
1708
Patron Partners
Texas
$810K -$201K -4,643 -20%
MEAC
1709
M.E. Allison & Co
Texas
$809K +$7.92K +183 +1%
NCM
1710
NCM Capital Management
New Jersey
$808K +$4.42K +102 +0.6%
CBT
1711
Crews Bank & Trust
Florida
$807K +$20.9K +482 +3%
KOC
1712
Koss-Olinger Consulting
Florida
$805K -$14.4K -332 -2%
TWP
1713
Tyche Wealth Partners
Texas
$804K +$29.2K +674 +4%
NSIM
1714
North Star Investment Management
Illinois
$803K +$1.95K +45 +0.2%
ST
1715
Somerset Trust
Pennsylvania
$803K -$19.3K -446 -2%
FWP
1716
FAS Wealth Partners
Kansas
$802K -$47.5K -1,097 -6%
KJWM
1717
Kiley Juergens Wealth Management
Washington
$801K -$493K -11,378 -38%
RHDIC
1718
R.H. Dinel Investment Counsel
California
$800K – – –
LAM
1719
L2 Asset Management
Massachusetts
$798K +$37K +854 +5%
NFSG
1720
Newbridge Financial Services Group
Florida
$798K -$56.7K -1,309 -7%
JJBC
1721
James J. Burns & Company
New York
$796K +$3.29K +76 +0.4%
PWPS
1722
Pinnacle Wealth Planning Services
Ohio
$796K +$67.4K +1,556 +9%
PWM
1723
Palacios Wealth Management
Florida
$794K +$96.9K +2,238 +14%
AA
1724
Armis Advisers
Georgia
$794K -$163K -3,772 -16%
EA
1725
Everpar Advisors
Oklahoma
$790K -$64.7K -1,494 -8%
67 68
69
70 71