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Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
3101
Palisades Hudson Asset Management
Florida
$4.92M -$109K -627 -2%
LWM
3102
Ledge Wealth Management
Minnesota
$4.91M -$857K -4,917 -16%
FFA
3103
Fortune Financial Advisors
Kansas
$4.91M +$4.41M +25,302 New
LF
3104
Lantz Financial
Illinois
$4.91M +$185K +1,062 +4%
RA
3105
Rockingstone Advisors
Massachusetts
$4.91M +$60.5K +347 +1%
QWM
3106
QP Wealth Management
New Jersey
$4.89M -$405K -2,323 -8%
CIC
3107
Cutler Investment Counsel
Oregon
$4.87M -$141K -810 -3%
HS
3108
Horan Securities
United States
$4.87M +$23.5K +135 +0.5%
CWM
3109
Castle Wealth Management
Florida
$4.86M -$126K -724 -3%
SFB
3110
STAR Financial Bank
Indiana
$4.86M -$1.57K -9 -0%
CHA
3111
Cooper/Haims Advisors
New York
$4.86M +$103K +590 +2%
CWA
3112
Centennial Wealth Advisory
Michigan
$4.85M +$158K +904 +4%
AGAM
3113
Audent Global Asset Management
California
$4.85M -$833K -4,783 -16%
SFG
3114
Synergy Financial Group
California
$4.85M +$606K +3,477 +16%
CUAMC
3115
China Universal Asset Management Company
China
$4.85M +$1.92M +11,038 +79%
FMP
3116
Financial Management Professionals
Texas
$4.85M -$950K -5,450 -18%
AOI
3117
Auto-Owners Insurance
Michigan
$4.85M – – –
DA
3118
Doliver Advisors
Texas
$4.84M -$79.5K -456 -2%
USB
3119
Union Savings Bank
Connecticut
$4.84M +$4.29M +24,633 New
FIM
3120
FWL Investment Management
Texas
$4.83M -$118K -676 -3%
EIA
3121
Eldridge Investment Advisors
New Hampshire
$4.81M +$211K +1,211 +5%
GAM
3122
Gould Asset Management
California
$4.81M -$78.6K -451 -2%
SWM
3123
Selective Wealth Management
Virginia
$4.8M +$4.44M +25,473 New
IA
3124
IAM Advisory
Pennsylvania
$4.8M +$61.5K +353 +1%
IP
3125
Intellectus Partners
California
$4.8M -$137K -788 -3%
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125
126 127