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Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
1326
BCS Private Wealth Management
New Jersey
$633K -$16.9K -75 -2%
CWA
1327
Consilium Wealth Advisory
Texas
$633K -$67.6K -300 -9%
LA
1328
LM Advisors
California
$633K – – –
TA
1329
Tactive Advisors
Florida
$632K +$45.3K +201 +7%
MFS
1330
Mattson Financial Services
Michigan
$632K +$90.2K +400 +16%
CCM
1331
Chaney Capital Management
Washington
$632K +$12.2K +54 +2%
AO
1332
Advisor OS
Illinois
$631K +$61.8K +274 +10%
JWM
1333
Jessup Wealth Management
Ohio
$631K -$71K -315 -10%
LWM
1334
Lodestone Wealth Management
Washington
$630K -$676 -3 -0.1%
GIM
1335
Goelzer Investment Management
Indiana
$629K -$19.8K -88 -3%
CCB
1336
Country Club Bank
Missouri
$627K -$12.4K -55 -2%
VHAM
1337
Van Hulzen Asset Management
California
$627K -$13.3K -59 -2%
IF
1338
Intrua Financial
Texas
$627K +$340K +1,509 +108%
MHIC
1339
Marble Harbor Investment Counsel
Massachusetts
$626K – – –
HPC
1340
HM Payson & Co
Maine
$623K +$74.9K +332 +13%
SIC
1341
Shoker Investment Counsel
Ohio
$623K – – –
FFA
1342
Founders Financial Alliance
North Carolina
$623K -$42.4K -188 -6%
IF
1343
Ironwood Financial
Arizona
$619K -$5.64K -25 -0.9%
WP
1344
Westmount Partners
California
$619K -$120K -532 -16%
CD
1345
Chapin Davis
Maryland
$616K +$31.6K +140 +5%
RA
1346
RFG Advisory
Alabama
$616K +$26.2K +116 +4%
WMA
1347
Wealth Management Associates
New Jersey
$615K +$642K +2,848 New
HTIM
1348
Harbour Trust & Investment Management
Indiana
$614K -$12.4K -55 -2%
AWC
1349
Adamsbrown Wealth Consultants
Kansas
$613K +$95.1K +422 +17%
NAMP
1350
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$611K – – –
52 53
54
55 56