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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1901
Mattern Wealth Management
Kansas
$668K -$1.17M -25,009 -66%
CPC
1902
Congress Park Capital
New York
$668K +$14.1K +300 +2%
FPF
1903
First Pacific Financial
Washington
$668K +$107K +2,287 +22%
HAS
1904
HBW Advisory Services
California
$668K +$326K +6,951 +116%
C
1905
Certuity
Florida
$664K +$41.4K +882 +7%
FB
1906
First Bancorp
Maine
$664K +$602K +12,834 New
DOA
1907
D'Orazio & Associates
Virginia
$662K +$2.63K +56 +0.4%
WPP
1908
Whalerock Point Partners
Rhode Island
$662K +$23.5K +500 +4%
LCAM
1909
London & Capital Asset Management
United Kingdom
$661K -$227K -4,846 -27%
KM
1910
Kalos Management
Georgia
$661K +$28.6K +609 +5%
MWM
1911
Meridian Wealth Management
Kentucky
$658K -$83.7K -1,783 -12%
ATWA
1912
Arbor Trust Wealth Advisors
Michigan
$657K -$63.5K -1,353 -10%
SMM
1913
Stadion Money Management
Georgia
$657K – – –
TFS
1914
TrustCore Financial Services
Tennessee
$657K +$22.8K +485 +4%
FC
1915
FORA Capital
Florida
$656K -$1.61M -34,302 -73%
LB
1916
Legacy Bridge
Iowa
$656K -$18.8K -400 -3%
ML
1917
McAdam LLC
Pennsylvania
$653K -$657 -14 -0.1%
LBD
1918
Landsberg Bennett & Dubbaneh
Florida
$653K +$56.3K +1,200 +11%
TW
1919
TrinityPoint Wealth
Connecticut
$652K +$10K +214 +2%
RCM
1920
RB Capital Management
Nevada
$651K -$38.4K -818 -6%
VCM
1921
Virtue Capital Management
Tennessee
$650K -$143K -3,040 -19%
ICM
1922
IMS Capital Management
Oregon
$649K -$50.7K -1,079 -8%
GFPC
1923
Global Financial Private Client
Florida
$648K +$11.6K +247 +2%
SC
1924
Steph & Co
Wisconsin
$647K +$376K +8,000 +177%
BWM
1925
Baystate Wealth Management
Massachusetts
$646K +$27.5K +586 +5%
75 76
77
78 79