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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1726
Confluence Wealth Management
Oregon
$441K -$631K -12,546 -58%
MWM
1727
MinichMacGregor Wealth Management
New York
$441K +$26.1K +519 +6%
FC
1728
Financial Consulate
Maryland
$440K -$110K -2,194 -19%
AI
1729
Accredited Investors
Minnesota
$440K +$2.87K +57 +0.6%
DCM
1730
Dimension Capital Management
Florida
$438K -$51.1K -1,016 -10%
JWA
1731
JFS Wealth Advisors
Pennsylvania
$438K -$21.1K -420 -4%
WIA
1732
Westbourne Investment Advisors
Maryland
$437K -$20.1K -400 -4%
CF
1733
Copperwynd Financial
Arizona
$436K -$22.6K -449 -5%
CC
1734
Cedar Capital
Illinois
$436K +$181K +3,605 +65%
DLHL
1735
Donald L. Hagan LLC
Florida
$430K +$101 +2 +0%
SAA
1736
Southeast Asset Advisors
Georgia
$426K +$603 +12 +0.1%
RC
1737
Reik & Co
New York
$426K +$3.02K +60 +0.7%
SSG
1738
Summit Securities Group
New York
$426K +$447K +8,900 New
VNA
1739
VNBTrust National Association
Virginia
$425K -$121K -2,412 -21%
EAMA
1740
EFG Asset Management (Americas)
Florida
$424K -$130K -2,587 -23%
PAM
1741
Peak Asset Management
Colorado
$422K -$23.4K -466 -5%
MSU
1742
Mizuho Securities USA
New York
$421K -$488K -9,701 -52%
PFM
1743
Peak Financial Management
Massachusetts
$421K -$48.5K -965 -10%
AIP
1744
Ahrens Investment Partners
Louisiana
$418K -$4.52K -90 -1%
HR
1745
Howe & Rusling
New York
$416K -$100K -1,991 -19%
CHP
1746
Cable Hill Partners
Oregon
$413K +$20K +397 +5%
NGA
1747
Naples Global Advisors
Florida
$411K -$6.48K -129 -1%
ORI
1748
Oak Ridge Investments
Illinois
$411K -$4.17K -83 -1%
PBO
1749
Peoples Bank (Ohio)
Ohio
$410K -$55.3K -1,100 -11%
MFG
1750
Merit Financial Group
Georgia
$410K +$34.6K +688 +9%
68 69
70
71 72