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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1951
Aberdeen Wealth Management
Illinois
$885K +$123 +2 +0%
AAM
1952
Aureus Asset Management
Massachusetts
$885K +$3.39K +55 +0.4%
FDCP
1953
Foster Dykema Cabot & Partners
Massachusetts
$885K +$28.4K +461 +3%
CAM
1954
Campion Asset Management
Virginia
$882K -$3.39K -55 -0.4%
RP
1955
Rice Partnership
Hawaii
$880K -$47.8K -777 -5%
EBSAM
1956
Eubel Brady & Suttman Asset Management
Ohio
$879K -$40K -650 -4%
I2I
1957
Insight 2811 Inc
Illinois
$877K – – –
RCS
1958
Retirement Capital Strategies
California
$876K – – –
RBFC
1959
Roman Butler Fullerton & Co
Missouri
$874K -$552K -8,965 -37%
CWM
1960
Connecticut Wealth Management
Connecticut
$874K +$5.23K +85 +0.6%
HPBT
1961
Hickory Point Bank & Trust
Illinois
$874K +$56.9K +925 +7%
UAML
1962
US Asset Management LLC
Pennsylvania
$874K -$3.57K -58 -0.4%
RG
1963
Renaissance Group
Kentucky
$872K -$44K -715 -5%
CAGAS
1964
Capital Advisory Group Advisory Services
Minnesota
$872K -$8K -130 -0.9%
ACM
1965
Allred Capital Management
Texas
$869K -$12.9K -210 -1%
FAT
1966
First American Trust
California
$869K -$49.2K -799 -5%
V
1967
ViaWealth
Kansas
$868K -$18.5K -300 -2%
NI
1968
Natural Investments
California
$865K +$13.4K +218 +2%
PAM
1969
Paradigm Asset Management
New York
$864K – – –
MFS
1970
Monetta Financial Services
Illinois
$864K +$862K +14,000 New
MCM
1971
Monument Capital Management
Virginia
$861K -$6.28K -102 -0.7%
GAA
1972
Green Alpha Advisors
Colorado
$860K -$13.5K -219 -2%
JWWM
1973
Johnson & White Wealth Management
Pennsylvania
$859K +$17.1K +278 +2%
AT
1974
Arlington Trust
Alabama
$857K -$15.4K -250 -2%
SGK
1975
Steigerwald Gordon & Koch
Virginia
$854K -$48.1K -781 -5%
77 78
79
80 81