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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2451
Concentric Wealth Management
California
$11.5M -$4.1K -22 -0%
JSL
2452
JT Stratford LLC
Georgia
$11.5M +$899K +4,822 +10%
GMFG
2453
Greater Midwest Financial Group
Minnesota
$11.5M +$464K +2,488 +5%
BTWM
2454
Brass Tax Wealth Management
Ohio
$11.5M +$2.98M +15,972 +41%
BE
2455
Bonness Enterprises
District of Columbia
$11.5M – – –
MA
2456
Menlo Advisors
California
$11.5M – – –
BIMC
2457
Benson Investment Management Company
Virginia
$11.5M -$46.1K -247 -0.5%
TIA
2458
Trust Investment Advisors
Indiana
$11.4M +$244K +1,309 +2%
SFG
2459
Sovereign Financial Group
Connecticut
$11.4M -$20.7K -111 -0.2%
ZIMP
2460
Zimmermann Investment Management & Planning
Pennsylvania
$11.4M -$117K -626 -1%
PI
2461
Parkside Investments
Illinois
$11.4M -$102K -545 -1%
CCIA
2462
Cherry Creek Investment Advisors
Colorado
$11.4M -$238K -1,274 -2%
OCM
2463
Orleans Capital Management
Louisiana
$11.4M -$96.6K -518 -0.9%
DAM
2464
Delta Asset Management
Tennessee
$11.4M -$418K -2,244 -4%
OL
2465
Owen LaRue
Kentucky
$11.4M +$203K +1,087 +2%
CNC
2466
Citizens & Northern Corp
Pennsylvania
$11.4M -$189K -1,013 -2%
YWM
2467
Yoder Wealth Management
California
$11.4M -$303K -1,626 -3%
ECML
2468
Eagle Capital Management (Louisiana)
Louisiana
$11.3M -$162K -871 -2%
SWM
2469
Silverlake Wealth Management
Vermont
$11.3M +$803K +4,307 +9%
SFG
2470
Sterling Financial Group
California
$11.3M -$495K -2,656 -5%
OPTFSNA
2471
Old Point Trust & Financial Services N A
Virginia
$11.3M -$858K -4,600 -8%
XWM
2472
Xcel Wealth Management
Florida
$11.3M -$4.29K -23 -0%
RW
2473
REDW Wealth
New Mexico
$11.3M -$559 -3 -0%
JFL
2474
Jarislowsky, Fraser Ltd
Quebec, Canada
$11.3M -$619K -3,321 -6%
WPC
2475
White Pine Capital
Minnesota
$11.3M +$112K +600 +1%
97 98
99
100 101