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Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
2101
Cassaday & Co Wealth Management
Virginia
$116K +$10.8K +75 +13%
S
2102
Sachetta
Massachusetts
$116K +$15.9K +110 +20%
PB
2103
Prosperity Bancshares
Texas
$112K +$17.3K +120 +23%
FB
2104
First Bancorp
Maine
$111K +$90.7K +629 New
CT
2105
Colonial Trust
South Carolina
$111K -$288 -2 -0.3%
SSG
2106
Summit Securities Group
New York
$110K +$60.8K +422 +209%
ABWM
2107
Alpine Bank Wealth Management
Colorado
$109K +$89.5K +621 New
DMBA
2108
Deseret Mutual Benefit Administrators
Utah
$109K -$13.3K -92 -13%
HCM
2109
Hollencrest Capital Management
California
$108K +$27K +187 +44%
APFP
2110
Action Point Financial Planning
Michigan
$108K +$88.9K +617 New
TIM
2111
Thompson Investment Management
Wisconsin
$108K -$43.2K -300 -33%
FCAS
2112
First Command Advisory Services
Texas
$107K +$17.2K +119 +24%
CAL
2113
Capital Advisors Ltd
Ohio
$103K -$3.32K -23 -4%
FC
2114
Financial Consulate
Maryland
$102K -$5.05K -35 -6%
HDIM
2115
Hanson & Doremus Investment Management
Vermont
$102K – – –
SL
2116
Salomon & Ludwin
Virginia
$99.5K +$8.65K +60 +12%
JWM
2117
JPL Wealth Management
Colorado
$98.4K +$3.75K +26 +5%
PMFA
2118
Plante Moran Financial Advisors
Michigan
$93.2K +$1.59K +11 +2%
SFCL
2119
Strengthening Families & Communities LLC
Massachusetts
$89.6K +$7.21K +50 +11%
JWA
2120
JFS Wealth Advisors
Pennsylvania
$88.9K +$288 +2 +0.4%
LAM
2121
LOM Asset Management
$88.2K – – –
SWP
2122
Strategic Wealth Partners
Ohio
$86.4K -$2.16K -15 -3%
NEWAS
2123
N.E.W. Advisory Services
Wisconsin
$85.9K +$9.37K +65 +15%
LWM
2124
Lodestone Wealth Management
Washington
$82.3K +$6.49K +45 +11%
MI
2125
Markowski Investments
Florida
$81.5K +$66.6K +462 New
83 84
85
86 87