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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2901
AUA Capital Management
Pennsylvania
$7.79M – – –
NCM
2902
NCM Capital Management
New Jersey
$7.78M -$84.1K -451 -1%
MFS
2903
Madrona Financial Services
Washington
$7.77M -$39.2K -210 -0.6%
LIG
2904
Lokken Investment Group
Delaware
$7.77M +$105K +563 +2%
VCP
2905
Vista Capital Partners
Oregon
$7.77M +$192K +1,027 +3%
SGWM
2906
Sterling Group Wealth Management
California
$7.76M +$6.87M +36,855 New
EIG
2907
Ellenbecker Investment Group
Wisconsin
$7.75M +$28.9K +155 +0.4%
IPAM
2908
Investment Partners Asset Management
New Jersey
$7.75M -$51.1K -274 -0.7%
WWP
2909
Walden Wealth Partners
Ohio
$7.75M +$746 +4 +0%
PI
2910
Pettee Investors
Connecticut
$7.75M -$10.6K -57 -0.2%
PC
2911
Promethos Capital
Massachusetts
$7.74M +$6.85M +36,750 New
CWA
2912
Choice Wealth Advisors
Maine
$7.7M – – –
OBWP
2913
O'Brien Wealth Partners
Massachusetts
$7.68M +$2.76M +14,795 +68%
CCM
2914
Chaney Capital Management
Washington
$7.68M +$1.2M +6,451 +22%
TC
2915
Trilogy Capital
California
$7.67M +$4.33M +23,194 +175%
YWS
2916
Yarger Wealth Strategies
Ohio
$7.66M -$746 -4 -0%
CL
2917
COWA LLC
Oklahoma
$7.65M +$506K +2,715 +8%
GWA
2918
Gratus Wealth Advisors
Virginia
$7.64M -$224K -1,202 -3%
NERM
2919
New England Research & Management
Illinois
$7.64M +$662K +3,551 +11%
MA
2920
McBroom & Associates
Nevada
$7.63M +$98.3K +527 +1%
VC
2921
Veracity Capital
Georgia
$7.63M -$412K -2,207 -6%
AFA
2922
American Financial Advisors
Georgia
$7.63M -$229K -1,230 -3%
WWP
2923
WR Wealth Planners
Missouri
$7.63M -$85K -456 -1%
SW
2924
StrongBox Wealth
Missouri
$7.63M +$1.07M +5,736 +19%
MAM
2925
Milestone Asset Management
Pennsylvania
$7.63M -$1.72M -9,245 -20%
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