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Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
2201
Goldstone Financial Group
Illinois
$15.4M +$3.21M +12,331 +26%
SIC
2202
Sterling Investment Counsel
New York
$15.4M -$1.22M -4,670 -7%
CFA
2203
CWS Financial Advisors
Michigan
$15.4M -$653K -2,508 -4%
MP
2204
McDonald Partners
Ohio
$15.3M +$4.6M +17,673 +41%
AP
2205
Anchyra Partners
Georgia
$15.3M +$379K +1,458 +2%
CFMC
2206
Curbstone Financial Management Corp
New Hampshire
$15.3M -$431K -1,656 -3%
SC
2207
Soundwatch Capital
Connecticut
$15.3M – – –
SC
2208
Solstein Capital
California
$15.3M +$331K +1,272 +2%
WMA
2209
Wealth Management Associates
New Jersey
$15.3M +$883K +3,391 +6%
MAM
2210
Montchanin Asset Management
Delaware
$15.3M +$15.7M +60,254 New
WAS
2211
Westco Advisory Services
New York
$15.3M -$573K -2,201 -4%
PPWM
2212
Paragon Private Wealth Management
Kentucky
$15.3M +$395K +1,519 +3%
SCM
2213
Spring Capital Management
Texas
$15.2M -$894K -3,435 -5%
SCP
2214
Sivia Capital Partners
California
$15.2M +$1.73M +6,641 +12%
RCW
2215
Rheos Capital Works
Japan
$15.2M -$19.4M -74,500 -55%
LWM
2216
LJI Wealth Management
Indiana
$15.2M +$96.8K +372 +0.6%
MCM
2217
Monarch Capital Management
Indiana
$15.2M -$769K -2,953 -5%
HI
2218
Harrington Investments
California
$15.2M -$161K -617 -1%
KFS
2219
Kaizen Financial Strategies
California
$15.2M -$436K -1,674 -3%
SWM
2220
Silverlake Wealth Management
Vermont
$15.2M -$40.1K -154 -0.3%
MCA
2221
Magnolia Capital Advisors
Mississippi
$15.2M +$1.69M +6,489 +12%
NC
2222
NovaPoint Capital
Georgia
$15.1M +$537K +2,062 +4%
VC
2223
Vicus Capital
Pennsylvania
$15.1M -$36.4K -140 -0.2%
FBFS
2224
First Business Financial Services
Wisconsin
$15.1M +$661K +2,541 +4%
SCA
2225
Sandy Cove Advisors
Massachusetts
$15.1M +$39.3K +151 +0.3%
87 88
89
90 91