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Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
2176
Patriot Investment Management Group
Tennessee
$624K +$1.94K +34 +0.3%
MSA
2177
Marino Stram & Associates
Massachusetts
$623K -$8.63K -151 -2%
SIC
2178
Sterling Investment Counsel
New York
$622K +$561K +9,813 New
FW
2179
FirstPurpose Wealth
Utah
$621K +$560K +9,798 New
WAL
2180
W Advisors LLC
Tennessee
$620K +$559K +9,781 New
PMFA
2181
Plante Moran Financial Advisors
Michigan
$619K -$79.2K -1,386 -12%
MFG
2182
Merit Financial Group
Georgia
$614K +$400 +7 +0.1%
BBL
2183
Beck Bode LLC
Massachusetts
$613K -$10.5K -183 -2%
FMP
2184
Financial Management Professionals
Texas
$613K -$6.29K -110 -1%
JWM
2185
Janiczek Wealth Management
Colorado
$613K +$2.46K +43 +0.4%
VC
2186
Vicus Capital
Pennsylvania
$612K +$640K +11,201 New
SN
2187
Sittner & Nelson
Oregon
$611K +$97.1K +1,700 +21%
TFS
2188
TrustCore Financial Services
Tennessee
$610K +$8.57K +150 +2%
FMTC
2189
Farmers & Merchants Trust Company
California
$610K +$42K +735 +8%
TCM
2190
Tandem Capital Management
New Jersey
$609K – – –
CA
2191
Calton & Associates
Florida
$607K -$135K -2,358 -20%
BBI
2192
Baxter Bros Inc
Connecticut
$607K +$571 +10 +0.1%
CWS
2193
Cypress Wealth Services
California
$605K +$1.66K +29 +0.3%
NRS
2194
Neville Rodie & Shaw
New York
$604K – – –
AA
2195
Aire Advisors
California
$604K +$544K +9,524 New
RVPG
2196
Relative Value Partners Group
$602K – – –
CAM
2197
Cozad Asset Management
Illinois
$600K -$145K -2,543 -21%
SFP
2198
Shepherd Financial Partners
Massachusetts
$600K +$2.46K +43 +0.5%
STAS
2199
Strong Tower Advisory Services
Minnesota
$600K +$36.1K +631 +7%
RFA
2200
Resurgent Financial Advisors
Georgia
$600K +$541K +9,473 New
86 87
88
89 90