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Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
1576
Frank Rimerman Advisors
California
$321K +$288K +1,498 New
WDG
1577
Wealth Dimensions Group
Ohio
$320K +$288K +1,496 New
MWM
1578
Minot Wealth Management
Massachusetts
$319K +$39.2K +204 +16%
CBT
1579
CoreFirst Bank & Trust
Kansas
$318K +$285K +1,485 New
AWA
1580
Acorn Wealth Advisors
Michigan
$316K -$24.6K -128 -8%
OR
1581
Olympiad Research
Connecticut
$316K +$284K +1,477 New
SW
1582
SkyOak Wealth
Michigan
$313K -$1.54K -8 -0.5%
PP
1583
PDS Planning
Ohio
$313K +$281K +1,461 New
COCM
1584
Charter Oak Capital Management
New Hampshire
$313K +$281K +1,463 New
AA
1585
Alesco Advisors
New York
$311K -$250K -1,300 -47%
SDAM
1586
Shulman DeMeo Asset Management
New York
$311K -$11K -57 -4%
GSC
1587
G&S Capital
Colorado
$311K +$279K +1,452 New
ACG
1588
Allen Capital Group
Nebraska
$310K +$7.88K +41 +3%
EIA
1589
Eldridge Investment Advisors
New Hampshire
$309K -$53.8K -280 -16%
GIA
1590
GHP Investment Advisors
Colorado
$308K – – –
SWM
1591
SVA Wealth Management
Wisconsin
$306K -$24.8K -129 -8%
BLAM
1592
Bourne Lent Asset Management
New York
$306K – – –
LIA
1593
LBMC Investment Advisors
Tennessee
$306K +$275K +1,431 New
NCM
1594
Novare Capital Management
North Carolina
$305K -$40.8K -212 -13%
PCMC
1595
Paragon Capital Management (Colorado)
Colorado
$305K – – –
SFS
1596
Strategic Financial Services
New York
$305K – – –
NERM
1597
New England Research & Management
Illinois
$305K +$274K +1,425 New
FEM
1598
Fulcrum Equity Management
Texas
$305K +$274K +1,426 New
HPWM
1599
Highland Private Wealth Management
Washington
$304K -$37.5K -195 -12%
RTS
1600
Round Table Services
New Jersey
$303K +$272K +1,417 New
62 63
64
65 66