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Name Holding Trade Value Shares
Change 		Change in
Stake
VA
1951
Valmark Advisers
Ohio
$604K -$27.1K -474 -4%
BAM
1952
Boyar Asset Management
New York
$604K +$39.3K +686 +7%
FWM
1953
Focused Wealth Management
New York
$604K +$47K +821 +8%
ACA
1954
Atlas Capital Advisors
Wyoming
$603K -$549K -9,594 -46%
ST
1955
Somerset Trust
Pennsylvania
$603K -$173K -3,019 -21%
SAM
1956
Seelaus Asset Management
New Jersey
$603K +$18.7K +327 +3%
ACM
1957
Ayrshire Capital Management
Connecticut
$601K +$67.5K +1,180 +12%
CC
1958
Cedar Capital
Illinois
$598K -$35K -612 -5%
LWM
1959
Loveless Wealth Management
Montana
$598K – – –
RHDIC
1960
R.H. Dinel Investment Counsel
California
$597K – – –
PIA
1961
Perennial Investment Advisors
California
$597K +$61.3K +1,072 +11%
SRC
1962
Shufro Rose & Co
New York
$596K -$40.4K -706 -6%
MWC
1963
MBM Wealth Consultants
Missouri
$594K +$37.7K +659 +6%
FCFC
1964
First Citizens Financial Corp
Iowa
$591K -$7.78K -136 -1%
CRWM
1965
Castle Rock Wealth Management
California
$591K +$41.9K +732 +7%
SFG
1966
Sowa Financial Group
Rhode Island
$591K +$44.9K +785 +8%
HB
1967
Horizon Bancorp
Indiana
$590K -$305K -5,327 -33%
WB
1968
West Bancorporation
Iowa
$590K +$98.6K +1,724 +19%
PCP
1969
Proficio Capital Partners
Massachusetts
$588K +$197K +3,443 +44%
SDWIA
1970
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$587K -$33.8K -591 -5%
AWA
1971
Acorn Wealth Advisors
Michigan
$587K +$30.7K +537 +5%
BCA
1972
Berman Capital Advisors
Georgia
$587K +$65.9K +1,152 +12%
RSWM
1973
Robertson Stephens Wealth Management
California
$587K +$157K +2,737 +33%
APC
1974
Aspire Private Capital
North Carolina
$586K -$70.1K -1,226 -10%
PFBT
1975
Parkside Financial Bank & Trust
Missouri
$586K -$9.5K -166 -1%
77 78
79
80 81