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Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2101
Financial Perspectives
Minnesota
$8.96M +$258K +1,753 +3%
SWM
2102
Sugarloaf Wealth Management
Georgia
$8.95M -$277K -1,881 -3%
SRC
2103
Sage Rhino Capital
California
$8.94M -$67.6K -459 -0.7%
ICM
2104
IMS Capital Management
Oregon
$8.94M +$3.83K +26 +0%
SFS
2105
Solitude Financial Services
Virginia
$8.93M -$1.52M -10,342 -14%
RBFC
2106
Roman Butler Fullerton & Co
Missouri
$8.92M -$182K -1,236 -2%
SIM
2107
Studio Investment Management
Illinois
$8.9M +$9.26M +62,929 New
IP
2108
Investment Partners
Ohio
$8.88M +$2.94K +20 +0%
BAM
2109
Baldrige Asset Management
Pennsylvania
$8.88M -$159K -1,083 -2%
VCM
2110
Vivaldi Capital Management
Illinois
$8.86M -$15.2K -103 -0.2%
AIM
2111
Aurora Investment Managers
Florida
$8.86M -$403K -2,736 -4%
CA
2112
Capital Advantage
California
$8.84M -$130K -886 -1%
GCM
2113
Gibraltar Capital Management
Oklahoma
$8.83M +$510K +3,467 +6%
AA
2114
Advisory Alpha
Michigan
$8.82M +$1.62M +10,990 +21%
CWAG
2115
Compton Wealth Advisory Group
Virginia
$8.82M -$340K -2,311 -4%
CIM
2116
Chapman Investment Management
California
$8.82M +$1.19M +8,111 +15%
BWL
2117
Bogart Wealth LLC
Virginia
$8.79M +$1.14M +7,734 +14%
ECML
2118
Eagle Capital Management (Louisiana)
Louisiana
$8.78M -$930K -6,317 -9%
RC
2119
Rinet Company
Massachusetts
$8.76M +$19.7K +134 +0.2%
HPWM
2120
Highland Private Wealth Management
Washington
$8.76M -$922K -6,264 -9%
NWS
2121
Newport Wealth Strategies
California
$8.75M -$241K -1,640 -3%
AIC
2122
Ayalon Insurance Company
Israel
$8.72M +$329K +2,234 +4%
WMP
2123
Wealth Management Partners
Arizona
$8.72M -$170K -1,155 -2%
GTAM
2124
Global Trust Asset Management
Florida
$8.72M +$439K +2,980 +5%
LI
2125
Lafayette Investments
Maryland
$8.71M -$137K -929 -1%
83 84
85
86 87