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Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
2101
Independence Bank of Kentucky
Kentucky
$693K -$30K -525 -5%
SAM
2102
S.A. Mason
Michigan
$692K – – –
NQWM
2103
Northwest Quadrant Wealth Management
Oregon
$691K +$1.89K +33 +0.3%
WMS
2104
Wealth Management Solutions
Pennsylvania
$691K +$623K +10,897 New
SLF
2105
Sun Life Financial
Ontario, Canada
$689K +$33.9K +593 +6%
KFP
2106
KB Financial Partners
New Jersey
$687K -$76.4K -1,338 -11%
WFM
2107
Wolff Financial Management
Michigan
$684K – – –
AMG
2108
Asset Management Group
Connecticut
$683K +$4K +70 +0.7%
WP
2109
WealthPLAN Partners
Nebraska
$683K +$83.6K +1,464 +14%
GWANC
2110
Guardian Wealth Advisors (North Carolina)
North Carolina
$683K +$616K +10,776 New
JFL
2111
Jarislowsky, Fraser Ltd
Quebec, Canada
$681K -$721K -12,625 -54%
PI
2112
Pettee Investors
Connecticut
$680K – – –
PIA
2113
Powell Investment Advisors
Florida
$679K – – –
IA
2114
IFG Advisors
Missouri
$678K -$25.9K -453 -4%
WPW
2115
Warther Private Wealth
Ohio
$678K +$159K +2,777 +35%
TFO
2116
Tarbox Family Office
California
$677K -$229 -4 -0%
SSWM
2117
Sheets Smith Wealth Management
North Carolina
$676K +$9.31K +163 +2%
PA
2118
Parkside Advisors
California
$675K – – –
PWSG
2119
Pacific Wealth Strategies Group
California
$673K -$69.5K -1,217 -10%
SFWA
2120
Summit Financial Wealth Advisors
Louisiana
$673K – – –
NF
2121
Norwood Financial
Pennsylvania
$672K +$606K +10,600 New
SPA
2122
Sentinel Pension Advisors
Massachusetts
$671K +$204K +3,562 +51%
FG
2123
Foster Group
Iowa
$669K -$10.7K -188 -2%
DI
2124
DAGCO Inc
Ohio
$669K – – –
SAM
2125
SignalPoint Asset Management
Missouri
$668K -$72.6K -1,270 -11%
83 84
85
86 87