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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
651
Calton & Associates
Florida
$262K -$136K -426 -43%
9WM
652
9258 Wealth Management
Ohio
$262K +$182K +569 New
HNB
653
Huntington National Bank
Ohio
$259K -$64K -200 -27%
CWM
654
Cordatus Wealth Management
Pennsylvania
$259K +$176K +550 New
MFG
655
Menard Financial Group
Texas
$257K +$175K +546 New
RIA
656
Realta Investment Advisors
Delaware
$256K +$174K +545 New
WSTAM
657
Wilbanks Smith & Thomas Asset Management
Virginia
$255K +$173K +542 New
MGIA
658
Moneta Group Investment Advisors
Missouri
$253K +$172K +538 New
SS
659
Sunbelt Securities
Texas
$250K +$155K +486 New
RWB
660
RMR Wealth Builders
New Jersey
$250K +$170K +532 New
ECM
661
Evergreen Capital Management
Washington
$249K +$169K +529 New
CBT
662
Central Bank & Trust
Kentucky
$248K +$169K +527 New
RFC
663
Regions Financial Corp
Alabama
$246K -$121K -378 -42%
CAAS
664
Capital Asset Advisory Services
Michigan
$246K +$167K +523 New
HWM
665
HighMark Wealth Management
Minnesota
$245K – – –
NEWAS
666
N.E.W. Advisory Services
Wisconsin
$245K +$166K +520 New
CG
667
Colony Group
Massachusetts
$244K +$166K +520 New
SAM
668
Secure Asset Management
Michigan
$244K +$166K +520 New
BIM
669
Bogle Investment Management
Massachusetts
$239K -$471K -1,474 -74%
DI
670
Diligent Investors
California
$237K +$161K +505 New
FRA
671
Front Row Advisors
California
$236K +$152K +476 +1,904%
DC
672
Davenport & Co
Virginia
$236K +$161K +502 New
GC
673
Gruss & Co
Florida
$235K -$803K -2,510 -83%
SC
674
Sawyer & Company
Massachusetts
$235K -$320K -1,000 -67%
HAIM
675
Hunter Associates Investment Management
Pennsylvania
$235K +$160K +500 New
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