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Name Holding Trade Value Shares
Change 		Change in
Stake
S
3651
SimplyRich
California
$2.47M – – –
FFA
3652
Fortune Financial Advisors
Kansas
$2.47M +$28K +137 +1%
MFGM
3653
Marshall Financial Group (Maryland)
Maryland
$2.46M +$130K +636 +6%
CPSC
3654
Carl P. Sherr & Co
Massachusetts
$2.46M -$83.9K -410 -4%
LC
3655
Longitude (Cayman)
Cayman Islands
$2.46M +$859K +4,200 +60%
PIMG
3656
Patriot Investment Management Group
Tennessee
$2.45M -$84.3K -412 -4%
MLFP
3657
MPS Loria Financial Planners
Illinois
$2.45M +$54.2K +265 +2%
HWA
3658
Heartwood Wealth Advisors
Virginia
$2.45M +$107K +523 +5%
BBNA
3659
Bremer Bank National Association
Minnesota
$2.45M -$83.7K -409 -4%
FB
3660
First Bancorp
Maine
$2.45M -$69.2K -338 -3%
KIC
3661
Kensington Investment Counsel
California
$2.44M -$145K -710 -6%
PBK
3662
Peoples Bank (Kansas)
Kansas
$2.44M -$10.2K -50 -0.4%
MPPLM
3663
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.44M +$147K +720 +7%
OWA
3664
ORBA Wealth Advisors
Illinois
$2.44M +$52.2K +255 +2%
CPCM
3665
Cardinal Point Capital Management
Ontario, Canada
$2.44M +$1.06M +5,203 +88%
AIM
3666
Advyzon Investment Management
Illinois
$2.43M +$2.27M +11,095 New
SFG
3667
Shum Financial Group
California
$2.43M +$106K +519 +5%
CHA
3668
Cooper/Haims Advisors
New York
$2.43M -$129K -632 -5%
WCWM
3669
Wooster Corthell Wealth Management
Connecticut
$2.43M -$11.7K -57 -0.5%
GHAM
3670
Gilman Hill Asset Management
Connecticut
$2.42M -$33.8K -165 -1%
ACA
3671
Affinity Capital Advisors
California
$2.42M +$48.5K +237 +2%
EC
3672
EdgeRock Capital
Colorado
$2.42M +$28K +137 +1%
SP
3673
Symmetry Partners
Connecticut
$2.42M +$151K +739 +7%
SWM
3674
Shelton Wealth Management
Texas
$2.41M -$263K -1,287 -10%
HAIM
3675
Hunter Associates Investment Management
Pennsylvania
$2.41M +$152K +745 +7%
145 146
147
148 149