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Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
1801
Opus Investment Management
Massachusetts
$1.08M – – –
WWC
1802
Waypoint Wealth Counsel
Georgia
$1.08M +$3.24K +60 +0.3%
CPIG
1803
Chicago Partners Investment Group
Illinois
$1.07M +$38.5K +714 +4%
PM
1804
Penbrook Management
New York
$1.07M -$108K -2,000 -9%
PCMM
1805
Piedmont Capital Management (Montana)
Montana
$1.07M -$85.6K -1,587 -7%
PRWA
1806
Platte River Wealth Advisors
Colorado
$1.07M +$9.33K +173 +0.9%
SWM
1807
Silverlake Wealth Management
Vermont
$1.06M -$30.9K -573 -3%
OWA
1808
Outlook Wealth Advisors
Texas
$1.06M +$24.3K +450 +2%
KFA
1809
Kapstone Financial Advisors
Ohio
$1.06M – – –
SIAP
1810
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.05M +$432 +8 +0%
HR
1811
Howe & Rusling
New York
$1.05M +$34.4K +638 +3%
HP
1812
Hilltop Partners
Indiana
$1.05M +$148K +2,734 +16%
CIAS
1813
CFS Investment Advisory Services
New Jersey
$1.05M +$125K +2,309 +13%
GCM
1814
Gibraltar Capital Management
Oklahoma
$1.05M +$122K +2,270 +13%
IIA
1815
ICW Investment Advisors
Arizona
$1.05M +$26.1K +483 +3%
TCPWM
1816
Traverso Chambers Private Wealth Management
California
$1.05M +$29.1K +540 +3%
CL
1817
CSS LLC
Illinois
$1.05M +$1.05M +19,499 New
SCA
1818
Sage Capital Advisors
South Dakota
$1.05M -$56.4K -1,046 -5%
WIM
1819
Waycross Investment Management
Washington
$1.05M – – –
GLR
1820
Great Lakes Retirement
Ohio
$1.05M +$21.1K +391 +2%
GA
1821
GoalVest Advisory
New York
$1.05M +$55K +1,019 +6%
RWM
1822
Rezny Wealth Management
Florida
$1.05M +$1.05M +19,448 New
JWS
1823
Juncture Wealth Strategies
Arizona
$1.04M -$17.2K -318 -2%
EWM
1824
Evermay Wealth Management
Virginia
$1.04M -$12.2K -226 -1%
RMDI
1825
R.M. Davis Inc
Maine
$1.04M -$9.28K -172 -0.9%
71 72
73
74 75