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Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
2201
Professional Advisory Services
Florida
$412K – – –
CCM
2202
Carlson Capital Management
Minnesota
$412K +$53.7K +957 +14%
PWM
2203
PBMares Wealth Management
Virginia
$411K +$112 +2 +0%
JHP
2204
James Hambro & Partners
United Kingdom
$410K +$29.6K +527 +8%
ARMT
2205
Amica Retiree Medical Trust
Rhode Island
$409K -$357K -6,369 -46%
ACP
2206
Aveo Capital Partners
Colorado
$409K +$23.4K +417 +6%
CG
2207
Corundum Group
Colorado
$408K -$4.99K -89 -1%
FWM
2208
Fairhaven Wealth Management
Illinois
$408K +$22.1K +394 +6%
FNWM
2209
Financial Network Wealth Management
Utah
$407K +$2.75K +49 +0.7%
NFSG
2210
Newbridge Financial Services Group
Florida
$407K +$6.28K +112 +2%
RW
2211
Rede Wealth
Virginia
$407K +$8.14K +145 +2%
FNBOSM
2212
First National Bank of South Miami
Florida
$407K +$26.9K +480 +7%
RWMH
2213
Riverpoint Wealth Management Holdings
Illinois
$406K -$32.3K -575 -7%
COCM
2214
Charter Oak Capital Management
New Hampshire
$405K -$5.11K -91 -1%
FBB
2215
Fulton Breakefield Broenniman
Maryland
$405K +$7.97K +142 +2%
HCM
2216
Hengehold Capital Management
Ohio
$405K +$22.1K +393 +6%
ERWM
2217
Elk River Wealth Management
Colorado
$404K -$14.8K -264 -3%
BCM
2218
Brown Capital Management
Maryland
$404K – – –
FDCC
2219
Foster Dykema Cabot & Co
Massachusetts
$404K +$51.4K +916 +14%
TC
2220
Toews Corporation
New Jersey
$403K +$415K +7,400 New
AFPL
2221
Advus Financial Partners, LLC
Florida
$402K +$356K +6,347 New
FNBOH
2222
First National Bank of Hutchinson
Kansas
$401K +$413K +7,362 New
FNBSF
2223
First National Bank Sioux Falls
South Dakota
$400K – – –
PPG
2224
Peak Planning Group
Colorado
$399K +$411K +7,326 New
FP
2225
Financial Perspectives
Minnesota
$398K – – –
87 88
89
90 91