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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
1176
Diversify Advisory Services
Utah
$437K -$770 -3 -0.2%
CAG
1177
Crestwood Advisors Group
Massachusetts
$437K +$29.5K +115 +7%
ST
1178
Sentinel Trust
Texas
$437K +$2.31K +9 +0.5%
BWM
1179
Baron Wealth Management
Michigan
$435K -$4.11K -16 -0.9%
BP
1180
Broadleaf Partners
Ohio
$435K – – –
GXJ
1181
Global X Japan
Japan
$433K -$3.34K -13 -0.8%
PWMAG
1182
Pinnacle Wealth Management Advisory Group
New Jersey
$433K -$9.5K -37 -2%
EFP
1183
Elser Financial Planning
Indiana
$432K +$435K +1,694 New
JCIA
1184
Jackson Creek Investment Advisors
Colorado
$432K -$21.3K -83 -5%
IIC
1185
Ironwood Investment Counsel
Arizona
$430K – – –
AWA
1186
Arkadios Wealth Advisors
Georgia
$429K +$66.8K +260 +18%
SC
1187
Sawyer & Company
Massachusetts
$428K – – –
HA
1188
Harfst & Associates
Wyoming
$424K -$23.1K -90 -5%
EFG
1189
Everhart Financial Group
Ohio
$424K +$17.5K +68 +4%
BCP
1190
Berkeley Capital Partners
Georgia
$420K +$12.8K +50 +3%
PCM
1191
Pointe Capital Management
Michigan
$419K – – –
SWA
1192
SFMG Wealth Advisors
Texas
$419K +$26.7K +104 +7%
FMLI
1193
Fukoku Mutual Life Insurance
Japan
$418K – – –
AA
1194
Advisory Alpha
Michigan
$417K +$51.6K +201 +14%
CWM
1195
Congress Wealth Management
Massachusetts
$416K +$48K +187 +13%
DP
1196
Dearborn Partners
Illinois
$414K +$88.1K +343 +27%
MLL
1197
Moody Lynn & Lieberson
Massachusetts
$413K +$6.16K +24 +2%
HFM
1198
Harvest Fund Management
China
$412K +$49.6K +193 +14%
EBWM
1199
Eagle Bluffs Wealth Management
Missouri
$411K +$5.91K +23 +1%
BONH
1200
Bank of New Hampshire
New Hampshire
$408K – – –
46 47
48
49 50