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Name Holding Trade Value Shares
Change 		Change in
Stake
KW
1301
KWB Wealth
California
$531K +$477K +2,479 New
RP
1302
Rowlandmiller & Partners
Georgia
$529K +$82.3K +428 +21%
JFGIW
1303
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$528K -$5.58K -29 -1%
BFS
1304
Bard Financial Services
Connecticut
$527K +$473K +2,460 New
EHWM
1305
Eads & Heald Wealth Management
Georgia
$526K – – –
ACM
1306
AlphaStar Capital Management
North Carolina
$526K +$193K +1,006 +64%
CCM
1307
Chickasaw Capital Management
Tennessee
$524K +$4.81K +25 +1%
PFPT
1308
Pinnacle Financial Partners (Tennessee)
Tennessee
$522K -$226K -1,176 -32%
BCM
1309
Boltwood Capital Management
California
$518K -$20.2K -105 -4%
BMO
1310
Beck Mack & Oliver
New York
$514K -$96.1K -500 -17%
HA
1311
HYA Advisors
Missouri
$514K -$2.88K -15 -0.6%
NIM
1312
Northeast Investment Management
Massachusetts
$513K +$4.23K +22 +0.9%
MA
1313
MCF Advisors
Kentucky
$512K -$50.4K -262 -10%
BFG
1314
Beacon Financial Group
Texas
$512K -$27.9K -145 -6%
TC
1315
Telemus Capital
Michigan
$511K -$1.71M -8,883 -79%
AWS
1316
AJ Wealth Strategies
New York
$510K – – –
TIM
1317
Total Investment Management
Arizona
$510K +$90.5K +471 +25%
DOA
1318
D'Orazio & Associates
Virginia
$509K – – –
HWA
1319
HCR Wealth Advisors
California
$509K +$15.2K +79 +3%
DJSG
1320
D.J. St. Germain
Massachusetts
$509K +$33.8K +176 +8%
FA
1321
Fountainhead AM
New Jersey
$509K +$457K +2,377 New
TWM
1322
Titus Wealth Management
California
$508K +$10.6K +55 +2%
F
1323
F3Logic
Minnesota
$508K +$462K +2,403 New
TAM
1324
Tucker Asset Management
Colorado
$507K +$455K +2,369 New
PFBT
1325
Parkside Financial Bank & Trust
Missouri
$507K -$446K -2,322 -50%
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