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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1551
Miles Capital
Iowa
$874K +$4.4K +80 +0.5%
SP
1552
Successful Portfolios
Florida
$872K +$821K +14,920 New
NGA
1553
Naples Global Advisors
Florida
$870K -$176K -3,200 -18%
PWAG
1554
Polaris Wealth Advisory Group
California
$870K +$493K +8,960 +151%
AWS
1555
AJ Wealth Strategies
New York
$869K +$263K +4,780 +47%
SWM
1556
SVA Wealth Management
Wisconsin
$867K +$11K +200 +1%
AIM
1557
Aspen Investment Management
Michigan
$863K -$17.6K -320 -2%
GIA
1558
Guyasuta Investment Advisors
Pennsylvania
$862K +$55K +1,000 +7%
SWA
1559
Sutton Wealth Advisors
Florida
$858K +$8.8K +160 +1%
JFA
1560
JNBA Financial Advisors
Minnesota
$855K +$27.5K +500 +4%
CA
1561
Capital Advantage
California
$850K -$23.1K -420 -3%
HFM
1562
Hartford Financial Management
Connecticut
$847K -$99K -1,800 -11%
PGA
1563
Portland Global Advisors
Maine
$841K -$178K -3,240 -18%
LCC
1564
Lincoln Capital Corp
Rhode Island
$839K +$789K +14,340 New
LJHT
1565
Laurie J. Hall Trustee
$838K +$42.9K +780 +6%
BB
1566
Bell Bank
North Dakota
$837K +$112K +2,040 +17%
CPIA
1567
Cornell Pochily Investment Advisors
New York
$835K +$786K +14,280 New
MSAM
1568
Moloney Securities Asset Management
Missouri
$833K -$17.6K -320 -2%
CCT
1569
Country Club Trust
Missouri
$830K +$73.7K +1,340 +10%
IWA
1570
IBEX Wealth Advisors
New Jersey
$829K +$7.7K +140 +1%
BM
1571
Brandywine Managers
Delaware
$824K – – –
GCAC
1572
Guardian Capital Advisors (Canada)
Ontario, Canada
$823K +$55K +1,000 +9%
NSIM
1573
North Star Investment Management
Illinois
$822K +$12.1K +220 +2%
KC
1574
KHP Capital
Oklahoma
$821K +$773K +14,040 New
KPF
1575
K2 Principal Fund
Ontario, Canada
$819K -$766K -13,920 -50%
61 62
63
64 65