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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1551
Townsend Asset Management
North Carolina
$330K – – –
CC
1552
Chicago Capital
Illinois
$330K -$16.4K -160 -5%
SPP
1553
Single Point Partners
Massachusetts
$329K -$308 -3 -0.1%
SFC
1554
Strategic Financial Concepts
Texas
$328K +$411 +4 +0.1%
JIP
1555
Jaffetilchin Investment Partners
Florida
$327K -$267K -2,600 -45%
AC
1556
Apella Capital
Connecticut
$326K +$323K +3,146 New
CWP
1557
Capital Wealth Planning
Florida
$325K +$63.5K +618 +25%
BIA
1558
Beacon Investment Advisors
Maryland
$324K -$9.86K -96 -3%
IGWM
1559
ICA Group Wealth Management
Colorado
$324K -$189K -1,843 -37%
CHJWM
1560
Carlton Hofferkamp & Jenks Wealth Management
Texas
$324K +$103 +1 +0%
RFM
1561
Royal Fund Management
Florida
$323K -$632K -6,152 -66%
PM
1562
Penbrook Management
New York
$323K – – –
MSFS
1563
Main Street Financial Solutions
Pennsylvania
$323K -$20K -195 -6%
CWM
1564
Cabot Wealth Management
Massachusetts
$322K – – –
GG
1565
Greenwood Gearhart
Arkansas
$322K +$10.3K +100 +3%
MCI
1566
MRP Capital Investments
Georgia
$322K -$10.3K -100 -3%
AFG
1567
AFS Financial Group
Maryland
$322K +$31.6K +308 +11%
CS
1568
Cannell & Spears
New York
$321K -$7.71K -75 -2%
BOS
1569
Bank of Stockton
California
$321K -$70.1K -682 -18%
ACM
1570
Alta Capital Management
Utah
$321K – – –
AOWM
1571
Alpha Omega Wealth Management
Virginia
$319K -$1.03K -10 -0.3%
WBG
1572
Wharton Business Group
Pennsylvania
$318K – – –
MCCA
1573
Mill Creek Capital Advisors
Pennsylvania
$317K +$68.2K +664 +28%
HR
1574
Howe & Rusling
New York
$317K -$112K -1,090 -26%
PMFA
1575
Plante Moran Financial Advisors
Michigan
$317K +$8.84K +86 +3%
61 62
63
64 65