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Name Holding Trade Value Shares
Change 		Change in
Stake
CFAM
1801
Center For Asset Management
Florida
$1.02M +$1.04M +20,261 New
CT
1802
Cambridge Trust
Massachusetts
$1.02M -$82.4K -1,613 -7%
GLR
1803
Great Lakes Retirement
Ohio
$1.02M +$39.3K +770 +4%
BTI
1804
Blue Trust Inc
Georgia
$1.02M -$221K -4,320 -19%
SFG
1805
StrategIQ Financial Group
Indiana
$1.02M -$23.1K -452 -2%
CHJWM
1806
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.02M +$3.58K +70 +0.4%
MSFS
1807
Main Street Financial Solutions
Pennsylvania
$1.01M -$46.3K -907 -4%
FFWA
1808
FRG Family Wealth Advisors
Washington
$1.01M – – –
GC
1809
Globeflex Capital
California
$1.01M – – –
SFA
1810
Souders Financial Advisors
Ohio
$1.01M +$220K +4,307 +27%
SIC
1811
Sterling Investment Counsel
New York
$1.01M +$133K +2,601 +15%
KFI
1812
Key Financial Inc
Pennsylvania
$1.01M +$38.6K +755 +4%
MPI
1813
Mairs & Power Inc
Minnesota
$1.01M -$24.5K -480 -2%
HWA
1814
HHM Wealth Advisors
Tennessee
$1.01M – – –
OIM
1815
Opus Investment Management
Massachusetts
$1.01M – – –
CA
1816
Cambridge Advisors
Nebraska
$1.01M -$3.37K -66 -0.3%
WTB
1817
Washington Trust Bank
Washington
$1.01M -$343K -6,710 -25%
FBT
1818
First Bank & Trust
South Dakota
$1.01M -$503K -9,836 -33%
WDC
1819
Woodward Diversified Capital
California
$1.01M -$45.5K -891 -4%
APG
1820
Abacus Planning Group
South Carolina
$1M +$128K +2,499 +14%
HP
1821
Hilltop Partners
Indiana
$1M +$12.3K +241 +1%
MCM
1822
Mork Capital Management
California
$1,000K +$101K +1,970 +11%
ECG
1823
Edge Capital Group
Georgia
$1,000K +$119K +2,333 +13%
HR
1824
Howe & Rusling
New York
$1,000K +$9.55K +187 +1%
WCM
1825
Washington Capital Management
Washington
$999K -$102K -2,005 -9%
71 72
73
74 75