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Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
1601
Creative Financial Designs
Indiana
$20.3M -$1.24M -7,104 -6%
WF
1602
WoodTrust Financial
Wisconsin
$20.2M -$680K -3,900 -4%
RC
1603
RBO & Co
California
$20.2M -$32.1K -184 -0.2%
FFWA
1604
FRG Family Wealth Advisors
Washington
$20.2M -$113K -647 -0.6%
IIM
1605
Ipswich Investment Management
Massachusetts
$20.2M -$495K -2,842 -3%
WC
1606
Weil Company
California
$20.2M +$308K +1,765 +2%
MC
1607
Miramar Capital
Illinois
$20.1M -$959K -5,505 -5%
AAG
1608
Armstrong Advisory Group
Massachusetts
$20.1M -$278K -1,595 -2%
1WA
1609
180 Wealth Advisors
Washington
$20.1M -$390K -2,240 -2%
WAS
1610
WESPAC Advisors SoCal
California
$20.1M -$124K -714 -0.7%
WC
1611
Westhampton Capital
North Carolina
$20.1M -$395K -2,265 -2%
NBT
1612
Northwest Bank & Trust
Iowa
$20M +$18M +103,163 New
PMG
1613
ProVise Management Group
Florida
$20M +$154K +884 +0.9%
LWM
1614
Liberty Wealth Management
California
$20M -$14.7M -84,240 -45%
CAM
1615
Covenant Asset Management
New Jersey
$20M -$10.8K -62 -0.1%
AFM
1616
Armstrong Fleming & Moore
District of Columbia
$19.9M +$17.9M +102,841 New
CI
1617
Capital International
California
$19.9M +$4.15M +23,845 +30%
MWA
1618
Meridian Wealth Advisors
Texas
$19.9M -$2.11M -12,114 -11%
CWC
1619
Carolinas Wealth Consulting
North Carolina
$19.9M -$359K -2,062 -2%
JEST
1620
JTC Employer Solutions Trustee
Jersey
$19.8M -$155K -890 -0.9%
MSS
1621
Mitchell Sinkler & Starr
Pennsylvania
$19.8M +$75.8K +435 +0.4%
GCA
1622
Gradient Capital Advisors
California
$19.8M -$191K -1,095 -1%
GD
1623
Grandfield & Dodd
New York
$19.8M -$123K -708 -0.7%
GCM
1624
Goldstream Capital Management
Hong Kong
$19.8M +$15.4M +88,465 +644%
CC
1625
Callan Capital
California
$19.8M +$283K +1,622 +2%
63 64
65
66 67