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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1176
Carter Financial Group
Illinois
$215K +$215K +1,089 New
APG
1177
Abacus Planning Group
South Carolina
$215K -$2.17K -11 -1%
FNT
1178
First National Trust
Pennsylvania
$215K -$988 -5 -0.5%
CRC
1179
Curi RMB Capital
Illinois
$214K +$214K +1,085 New
GWM
1180
Greenwich Wealth Management
Connecticut
$214K – – –
MA
1181
MONECO Advisors
Connecticut
$214K +$214K +1,082 New
WMA
1182
West Michigan Advisors
Michigan
$213K -$16.4K -83 -7%
WA
1183
Westfuller Advisors
New York
$212K +$3.75K +19 +2%
CSB
1184
City State Bank
Iowa
$210K +$593 +3 +0.3%
BFG
1185
Birch Financial Group
New Hampshire
$210K -$10.5K -53 -5%
1C
1186
111 Capital
France
$209K -$51.8K -262 -20%
HIM
1187
Hanlon Investment Management
New Jersey
$208K +$208K +1,051 New
FCM
1188
Fourpath Capital Management
Oklahoma
$208K +$208K +1,050 New
GA
1189
GSG Advisors
New Jersey
$207K +$207K +1,046 New
IF
1190
Intrua Financial
Texas
$206K +$206K +1,041 New
PFC
1191
Phocas Financial Corp
California
$205K +$205K +1,039 New
ZIM
1192
Zacks Investment Management
Illinois
$205K +$205K +1,038 New
NPF
1193
Norris Perne & French
Michigan
$205K +$205K +1,035 New
PGAM
1194
Princeton Global Asset Management
New Jersey
$204K -$6.13K -31 -3%
CI
1195
CacheTech Inc
Utah
$204K +$204K +1,031 New
CCP
1196
Carmel Capital Partners
California
$204K +$204K +1,031 New
EB
1197
Emprise Bank
Kansas
$204K +$204K +1,030 New
WFS
1198
Widmann Financial Services
Maryland
$203K +$203K +1,029 New
DLA
1199
Douglas Lane & Associates
New York
$203K +$203K +1,026 New
DPI
1200
Diversified Portfolios Inc
Michigan
$203K +$203K +1,026 New
46 47
48
49 50