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Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
1326
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$99K – – –
TF
1327
Tompkins Financial
New York
$98K -$13.7K -278 -13%
BWM
1328
Baystate Wealth Management
Massachusetts
$98K +$739 +15 +0.8%
SIM
1329
Sonora Investment Management
Arizona
$98K +$1.58K +32 +2%
GAM
1330
Gemmer Asset Management
California
$98K +$7.49K +152 +9%
ASBI
1331
American State Bank (Iowa)
Iowa
$98K – – –
RIM
1332
Rockbridge Investment Management
New York
$96K +$11.4K +231 +15%
SN
1333
Sittner & Nelson
Oregon
$95K -$20.2K -410 -19%
HR
1334
Howe & Rusling
New York
$95K -$4.53K -92 -5%
SWM
1335
Sugarloaf Wealth Management
Georgia
$95K – – –
MLFP
1336
MPS Loria Financial Planners
Illinois
$95K +$1.38K +28 +2%
PWM
1337
Prentice Wealth Management
New York
$95K +$88.4K +1,794 New
SIAP
1338
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$94K – – –
RTC
1339
Riverview Trust Company
Washington
$90K +$38.5K +781 +85%
ADL
1340
Asset Dedication LLC
California
$88K -$50.6K -1,026 -38%
LWM
1341
Liberty Wealth Management
California
$88K – – –
CA
1342
Clearstead Advisors
Ohio
$88K +$1.13K +23 +1%
LS
1343
Leelyn Smith
Illinois
$88K +$66.1K +1,341 +408%
WAS
1344
Winch Advisory Services
Wisconsin
$87K +$49 +1 +0.1%
BA
1345
Bellwether Advisors
Nebraska
$86K -$76K -1,542 -48%
FP
1346
Fiduciary Planning
Florida
$85K – – –
EWM
1347
Endurance Wealth Management
Rhode Island
$83K – – –
MMG
1348
Monetary Management Group
Missouri
$82K +$27.1K +550 +55%
TFGT
1349
TS Financial Group (TSFG)
Illinois
$80K – – –
JWM
1350
Janiczek Wealth Management
Colorado
$80K +$1.28K +26 +2%
52 53
54
55 56