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Name Holding Trade Value Shares
Change 		Change in
Stake
QIM
1301
Quest Investment Management
Oregon
$742K +$8.23K +40 +1%
TNB
1302
Thomasville National Bank
Georgia
$742K -$45K -219 -6%
IPW
1303
Impact Partnership Wealth
Georgia
$742K +$340K +1,652 +94%
MHWM
1304
Montz Harcus Wealth Management
Louisiana
$741K -$411 -2 -0.1%
IFU
1305
iSAM Funds (UK)
United Kingdom
$736K -$921K -4,479 -57%
CGA
1306
Crescent Grove Advisors
Illinois
$735K +$69.7K +339 +11%
ACM
1307
Aljian Capital Management
Nevada
$735K +$696K +3,385 New
PHIC
1308
Pine Haven Investment Counsel
Massachusetts
$734K – – –
RC
1309
Roundview Capital
New Jersey
$733K +$41.1K +200 +6%
PFS
1310
Physicians Financial Services
North Carolina
$733K +$10.3K +50 +2%
AIS
1311
AM Investment Strategies
Tennessee
$730K +$137K +668 +25%
CCWM
1312
Cassaday & Co Wealth Management
Virginia
$730K +$41.1K +200 +6%
WC
1313
Waterloo Capital
Texas
$728K +$51.8K +252 +8%
MWC
1314
MBM Wealth Consultants
Missouri
$726K +$271K +1,317 +65%
AFM
1315
Abbot Financial Management
Massachusetts
$725K – – –
UBG
1316
United Bank (Georgia)
Georgia
$721K +$683K +3,321 New
CL
1317
CLG LLC
California
$720K +$119K +580 +21%
CBTWT
1318
Community Bank & Trust (Waco, Texas)
Texas
$719K -$1.03K -5 -0.2%
MYAM
1319
Meiji Yasuda Asset Management
Japan
$717K +$19.3K +94 +3%
WFI
1320
West Family Investments
California
$715K -$100K -488 -13%
PWMG
1321
Pinnacle Wealth Management Group
Michigan
$715K -$13.4K -65 -2%
RFS
1322
RM Financial Services
Maine
$710K +$673K +3,271 New
GIM
1323
Goelzer Investment Management
Indiana
$710K +$73K +355 +12%
WQ
1324
Wealth Quarterback
New Jersey
$705K +$166K +807 +33%
GAMC
1325
Garner Asset Management Corp
Texas
$705K -$43.2K -210 -6%
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