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Name Holding Trade Value Shares
Change 		Change in
Stake
CCWA
2051
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$716K -$1.72K -29 -0.2%
CCM
2052
Canal Capital Management
Virginia
$716K +$26.7K +450 +4%
NPF
2053
Norris Perne & French
Michigan
$714K – – –
SFG
2054
Sowa Financial Group
Rhode Island
$713K +$40K +673 +6%
CCA
2055
Childress Capital Advisors
Texas
$713K +$718K +12,097 New
PCMM
2056
Piedmont Capital Management (Montana)
Montana
$710K +$718K +12,086 New
TC
2057
Trust Company
Kansas
$707K -$11.5K -193 -2%
SIC
2058
SFE Investment Counsel
California
$706K -$27.6K -465 -4%
BA
2059
Ballast Advisors
Minnesota
$705K -$3.74K -63 -0.5%
PAWC
2060
P.A.W. Capital
Connecticut
$705K – – –
BHTS
2061
Bar Harbor Trust Services
Maine
$704K -$130K -2,181 -15%
GA
2062
Greytown Advisors
Florida
$703K -$172K -2,888 -19%
PFM
2063
Parsec Financial Management
North Carolina
$703K +$60.6K +1,021 +9%
SCG
2064
Sonata Capital Group
Washington
$702K -$89.1K -1,500 -11%
FWM
2065
Fairhaven Wealth Management
Illinois
$701K +$2.61K +44 +0.4%
LF
2066
LifeSteps Financial
California
$700K -$32.5K -548 -4%
ST
2067
Somerset Trust
Pennsylvania
$697K +$29.3K +493 +4%
WA
2068
Wealth Advisors
California
$697K +$234K +3,945 +50%
AAM
2069
Arabesque Asset Management
United Kingdom
$696K +$704K +11,847 New
VCM
2070
Versant Capital Management
Arizona
$694K -$104K -1,757 -13%
BWCS
2071
Beirne Wealth Consulting Services
Connecticut
$694K +$9.09K +153 +1%
ICP
2072
Interchange Capital Partners
Pennsylvania
$694K +$702K +11,820 New
AAM
2073
AMI Asset Management
California
$692K +$10.8K +181 +2%
GC
2074
Gilbert & Cook
Iowa
$692K +$101K +1,702 +17%
BWM
2075
Baystate Wealth Management
Massachusetts
$689K -$4.04K -68 -0.6%
81 82
83
84 85