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Name Holding Trade Value Shares
Change 		Change in
Stake
CAAM
1376
Cornerstone Advisors Asset Management
Pennsylvania
$315K – – –
SP
1377
Successful Portfolios
Florida
$315K +$1.33K +9 +0.4%
PWM
1378
PBMares Wealth Management
Virginia
$314K +$108K +732 +47%
AWG
1379
Altus Wealth Group
Colorado
$313K -$33.2K -225 -14%
BF
1380
Blankinship & Foster
California
$313K +$338K +2,293 New
HFW
1381
Horizon Family Wealth
Illinois
$312K -$5.75K -39 -2%
PFP
1382
Paragon Financial Partners
California
$312K – – –
CAWM
1383
Capital Advisors Wealth Management
Washington
$311K -$78.5K -532 -19%
HL
1384
HeadInvest LLC
Maine
$311K -$45.6K -309 -12%
NB
1385
Northwest Bancshares
Pennsylvania
$310K -$10.5K -71 -3%
KW
1386
KWB Wealth
California
$310K +$1.33K +9 +0.4%
KA
1387
Keene & Associates
Texas
$309K -$167K -1,130 -33%
BBI
1388
Baxter Bros Inc
Connecticut
$308K +$69.3K +470 +26%
FI
1389
Financial Insights
Washington
$307K +$6.34K +43 +2%
CFA
1390
CWS Financial Advisors
Michigan
$307K +$10.2K +69 +3%
SOS
1391
Silver Oak Securities
Tennessee
$306K +$99.9K +677 +54%
WG
1392
Welch Group
Alabama
$305K -$29.5K -200 -8%
SIMM
1393
Stillwater Investment Management (Minnesota)
Minnesota
$304K -$30.7K -208 -9%
SEIA
1394
Signature Estate & Investment Advisors
California
$304K +$95.7K +649 +41%
FBFS
1395
First Business Financial Services
Wisconsin
$303K +$327K +2,218 New
RMCM
1396
Reynders McVeigh Capital Management
Massachusetts
$302K -$21.7K -147 -6%
CFA
1397
Capstone Financial Advisors
Illinois
$302K -$885 -6 -0.3%
PSF
1398
Pacific Sun Financial
California
$302K +$590 +4 +0.2%
CCFP
1399
Charles Carroll Financial Partners
Massachusetts
$301K -$752K -5,100 -70%
5L
1400
55I LLC
Massachusetts
$301K -$44.7K -303 -12%
54 55
56
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