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Name Holding Trade Value Shares
Change 		Change in
Stake
JWS
1926
Juncture Wealth Strategies
Arizona
$1.02M +$8.42K +137 +0.9%
PA
1927
Promethium Advisors
Maryland
$1.02M +$2.77K +45 +0.3%
FFA
1928
Fragasso Financial Advisors
Pennsylvania
$1.02M +$15.9K +259 +2%
HGWM
1929
Horst & Graben Wealth Management
Oregon
$1.01M -$10.4K -169 -1%
GBT
1930
Grove Bank & Trust
Florida
$1.01M -$56.2K -915 -6%
RIG
1931
Renaissance Investment Group
Massachusetts
$1.01M – – –
WPA
1932
West Paces Advisors
Georgia
$1.01M -$17.9K -292 -2%
BV
1933
Boxwood Ventures
Illinois
$1.01M – – –
FHC
1934
Forest Hill Capital
Arkansas
$1.01M – – –
AFW
1935
Avantra Family Wealth
Pennsylvania
$1.01M -$14.6K -238 -2%
CF
1936
Cyr Financial
Illinois
$1.01M +$209K +3,396 +31%
TLCM
1937
Twin Lakes Capital Management
California
$1.01M +$3.87K +63 +0.4%
AAM
1938
Aureus Asset Management
Massachusetts
$1M +$7.13K +116 +0.8%
DTC
1939
Davidson Trust Company
Washington
$999K -$11.7K -190 -1%
FDCP
1940
Foster Dykema Cabot & Partners
Massachusetts
$995K – – –
QWP
1941
Quotient Wealth Partners
Texas
$994K +$88.2K +1,435 +11%
WF
1942
WoodTrust Financial
Wisconsin
$992K -$71.8K -1,169 -8%
CAGAS
1943
Capital Advisory Group Advisory Services
Minnesota
$992K +$9.77K +159 +1%
RC
1944
Rexford Capital
Texas
$990K +$877K +14,267 New
NPT
1945
National Philanthropic Trust
Pennsylvania
$989K +$329K +5,351 +60%
CAM
1946
Campion Asset Management
Virginia
$989K -$2.21K -36 -0.3%
RCS
1947
Retirement Capital Strategies
California
$985K – – –
TIM
1948
Tevis Investment Management
Texas
$985K -$1.02M -16,662 -54%
BFG
1949
Berger Financial Group
Minnesota
$984K -$18.4K -300 -2%
WTB
1950
Washington Trust Bank
Washington
$984K -$137K -2,230 -14%
76 77
78
79 80