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Name Holding Trade Value Shares
Change 		Change in
Stake
WLIM
1651
White Lighthouse Investment Management
Massachusetts
$661K – – –
WP
1652
WealthPLAN Partners
Nebraska
$660K +$172K +4,061 +36%
BCM
1653
Boltwood Capital Management
California
$659K -$37.2K -876 -5%
RIA
1654
Regal Investment Advisors
Michigan
$657K +$16.5K +388 +3%
CF
1655
Copperwynd Financial
Arizona
$657K +$32.3K +762 +5%
PAS
1656
Park Avenue Securities
New York
$656K +$116K +2,732 +21%
CP
1657
Castleview Partners
Texas
$653K +$645K +15,215 New
FWP
1658
FAS Wealth Partners
Kansas
$652K +$11.5K +272 +2%
CCT
1659
Capital City Trust
Florida
$651K -$8.61K -203 -1%
CPO
1660
Cerity Partners OCIO
New York
$649K -$927K -21,852 -58%
CWM
1661
Cedar Wealth Management
California
$649K +$34.9K +822 +6%
HCM
1662
Howland Capital Management
Massachusetts
$646K -$28.2K -665 -4%
UF
1663
Univest Financial
Pennsylvania
$644K -$106K -2,501 -14%
KFBMI
1664
Kentucky Farm Bureau Mutual Insurance
Kentucky
$643K +$636K +15,000 New
RC
1665
RBF Capital
California
$643K – – –
BCM
1666
Bluefin Capital Management
New York
$642K -$132K -3,106 -17%
IIM
1667
Ironwood Investment Management
Massachusetts
$633K – – –
WA1
1668
Wimmer Associates 1
California
$632K +$11.9K +280 +2%
MC
1669
Mathes Company
New York
$631K -$106K -2,500 -15%
1WA
1670
180 Wealth Advisors
Washington
$631K +$205K +4,827 +49%
MWP
1671
MYCIO Wealth Partners
Pennsylvania
$630K -$187K -4,398 -23%
RI
1672
Ridgewood Investments
New Jersey
$628K -$15.9K -376 -3%
CWM
1673
Cornerstone Wealth Management
Missouri
$628K +$19.2K +452 +3%
AAM
1674
Autus Asset Management
Arizona
$621K -$61.7K -1,454 -9%
GCAC
1675
Guardian Capital Advisors (Canada)
Ontario, Canada
$619K -$19.1K -450 -3%
65 66
67
68 69