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Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
2951
Financial Management Professionals
Texas
$5.1M +$133K +791 +3%
RCA
2952
Reitz Capital Advisors
Michigan
$5.09M -$98.2K -584 -2%
JDR
2953
Jay D. Rosenbaum
$5.09M -$56.3K -335 -1%
CIC
2954
Cutler Investment Counsel
Oregon
$5.08M +$1.22M +7,239 +33%
LFA
2955
Landmark Financial Advisors
Kentucky
$5.07M -$40K -238 -0.8%
PCWA
2956
Pacific Capital Wealth Advisors
California
$5.05M -$249K -1,482 -5%
SCA
2957
St. Clair Advisors
Ohio
$5.05M -$49.1K -292 -1%
SHWM
2958
Silicon Hills Wealth Management
Texas
$5.04M +$5.21K +31 +0.1%
IPAM
2959
ICICI Prudential Asset Management
India
$5.03M +$651K +3,873 +16%
BMC
2960
Beaton Management Company
Massachusetts
$5.03M +$124K +736 +3%
LA
2961
Lifeworks Advisors
Michigan
$5.02M +$1.18M +7,040 +32%
GHAM
2962
Gilman Hill Asset Management
Connecticut
$5.01M -$101K -601 -2%
VPW
2963
Vericrest Private Wealth
Pennsylvania
$5.01M -$80K -476 -2%
GWAG
2964
Garrett Wealth Advisory Group
Texas
$5M -$141K -840 -3%
LWP
2965
Legacy Wealth Planning
Nevada
$4.97M -$103K -615 -2%
PRS
2966
Pinkerton Retirement Specialists
Idaho
$4.95M +$48.1K +286 +1%
HG
2967
Herbst Group
Connecticut
$4.95M -$124K -735 -3%
MWM
2968
Midwest Wealth Management
Indiana
$4.95M +$119K +708 +3%
AC
2969
Addison Capital
Pennsylvania
$4.94M -$1.01K -6 -0%
V
2970
ValueWorks
New York
$4.94M -$89.1K -530 -2%
JCM
2971
Jacobsen Capital Management
Utah
$4.94M +$221K +1,312 +5%
CF
2972
Copperwynd Financial
Arizona
$4.94M +$2.26M +13,447 +91%
SFG
2973
Summit Financial Group
West Virginia
$4.93M -$969K -5,763 -17%
TWI
2974
Thomas White International
Illinois
$4.92M – – –
CFP
2975
Curran Financial Partners
South Carolina
$4.92M +$2.01M +11,948 +74%
117 118
119
120 121