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Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
2501
Prosperity Financial Group
California
$320K -$18.9K -398 -6%
CFP
2502
Cascade Financial Partners
California
$319K +$22.3K +470 +8%
AGC
2503
Aspen Grove Capital
Colorado
$319K +$760 +16 +0.2%
MCM
2504
MV Capital Management
Maryland
$318K -$522 -11 -0.2%
SN
2505
Sittner & Nelson
Oregon
$318K -$45.1K -950 -12%
VAS
2506
Valicenti Advisory Services
New York
$318K +$475 +10 +0.1%
HTHT
2507
Hemenway Trust Hemenway Trust
New Hampshire
$318K -$58.7K -1,237 -16%
HTIM
2508
Harbour Trust & Investment Management
Indiana
$317K -$159K -3,339 -33%
MAG
2509
MRA Advisory Group
New Jersey
$317K +$63.9K +1,346 +25%
CA
2510
Cortland Associates
Missouri
$316K -$8.55K -180 -3%
WG
2511
Watchman Group
Texas
$316K -$35.6K -750 -10%
FWTB
2512
First Western Trust Bank
Colorado
$315K -$380 -8 -0.1%
FWP
2513
Firethorn Wealth Partners
Georgia
$315K +$85.8K +1,808 +37%
TAM
2514
Todd Asset Management
Kentucky
$315K – – –
EBT
2515
Enterprise Bank & Trust
Massachusetts
$315K +$4.42K +93 +1%
GI
2516
Gradient Investments
Minnesota
$314K -$141K -2,964 -31%
NFSG
2517
Newbridge Financial Services Group
Florida
$314K +$64.5K +1,358 +26%
WCF
2518
West Coast Financial
California
$314K -$190K -3,996 -38%
BWP
2519
BSW Wealth Partners
Colorado
$313K +$11.9K +250 +4%
WFS
2520
Widmann Financial Services
Maryland
$313K -$4.84K -102 -2%
SCM
2521
Steele Capital Management
Iowa
$313K – – –
MCWS
2522
McKinley Carter Wealth Services
West Virginia
$311K -$75.6K -1,592 -20%
HP
2523
Holistic Planning
Texas
$310K – – –
AWP
2524
Abacus Wealth Partners
California
$309K +$13.9K +293 +5%
HWM
2525
Hemington Wealth Management
Virginia
$309K +$8.45K +178 +3%
99 100
101
102 103