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Name Holding Trade Value Shares
Change 		Change in
Stake
PI
1901
Pathlight Investors
Arizona
$220K +$221K +639 New
HIM
1902
Hotaling Investment Management
Pennsylvania
$220K +$236K +682 New
NDSI
1903
Newman Dignan & Sheerar Inc
Rhode Island
$219K – – –
BCA
1904
Bay Colony Advisors
Massachusetts
$219K +$42.5K +123 +22%
BWCS
1905
Beirne Wealth Consulting Services
Connecticut
$219K +$234K +678 New
LAIC
1906
Lederer & Associates Investment Counsel
California
$218K +$1.73K +5 +0.7%
PP
1907
PDS Planning
Ohio
$217K -$1.04K -3 -0.4%
WCM
1908
Windsor Capital Management
Arizona
$217K +$16.6K +48 +8%
EGA
1909
Eagle Global Advisors
Texas
$216K – – –
EWM
1910
Executive Wealth Management
Michigan
$215K +$231K +668 New
RPGK
1911
Retirement Planning Group (Kansas)
Kansas
$213K -$1.04K -3 -0.5%
BFC
1912
Bedel Financial Consulting
Indiana
$213K – – –
WPA
1913
West Paces Advisors
Georgia
$212K – – –
MC
1914
MIG Capital
California
$210K +$345 +1 +0.2%
RI
1915
Rudd International
Florida
$210K +$226K +654 New
MS
1916
Maven Securities
Jersey
$209K -$3.83M -11,087 -94%
SIAG
1917
Signet Investment Advisory Group
Rhode Island
$209K +$225K +650 New
SP
1918
Successful Portfolios
Florida
$208K -$24.5K -71 -10%
PWM
1919
PRW Wealth Management
Massachusetts
$208K +$223K +646 New
IFAM
1920
Institutional & Family Asset Management
Colorado
$207K -$120K -347 -35%
AAM
1921
Autus Asset Management
Arizona
$206K -$17.3K -50 -7%
BB
1922
Bell Bank
North Dakota
$206K +$221K +640 New
FMTCOCP
1923
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$205K -$30.1K -87 -12%
IIM
1924
Ipswich Investment Management
Massachusetts
$205K – – –
MIS
1925
Morningstar Investment Services
Illinois
$205K +$220K +636 New
75 76
77
78 79