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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
2326
AIA Group
Hong Kong
$724K -$18.2M -245,251 -96%
DI
2327
DAGCO Inc
Ohio
$724K +$148 +2 +0%
FFC
2328
First Financial Corp
Indiana
$724K – – –
SAM
2329
SP Asset Management
California
$723K -$4.3K -58 -0.6%
CPA
2330
Capital Performance Advisors
California
$722K +$101K +1,361 +17%
VCP
2331
Verus Capital Partners
Arizona
$721K +$74.8K +1,008 +12%
FAOAI
2332
Fund Advisors of America Inc
Florida
$719K +$693K +9,337 New
FPCP
2333
Fort Point Capital Partners
California
$717K +$113K +1,525 +19%
WAG
2334
Winthrop Advisory Group
Massachusetts
$716K +$21.8K +294 +3%
SC
2335
Steph & Co
Wisconsin
$716K -$59.5K -802 -8%
WP
2336
WealthSpring Partners
California
$714K +$688K +9,273 New
UWS
2337
Unique Wealth Strategies
Illinois
$710K -$39.3K -530 -5%
PMSA
2338
Patrick M. Sweeney & Associates
Illinois
$707K +$8.53K +115 +1%
DWM
2339
Dogwood Wealth Management
Kansas
$707K -$160K -2,162 -19%
IWM
2340
Integris Wealth Management
California
$707K – – –
UB
2341
Umpqua Bank
Oregon
$706K -$47.9K -646 -7%
FB
2342
First Bancorp
Maine
$706K -$15.4K -207 -2%
WWM
2343
Whalen Wealth Management
Nevada
$705K +$680K +9,158 New
HP
2344
Holistic Planning
Texas
$705K +$77.3K +1,042 +13%
RWP
2345
Revolve Wealth Partners
New Jersey
$705K +$18K +243 +3%
NME
2346
Notis-McConarty Edward
$703K – – –
BWG
2347
Beta Wealth Group
California
$703K -$36.9K -497 -5%
MCM
2348
Maple Capital Management
Vermont
$702K +$26.9K +362 +4%
NPF
2349
Norris Perne & French
Michigan
$701K -$64.3K -866 -9%
AFM
2350
Armstrong Fleming & Moore
District of Columbia
$700K -$53.2K -717 -7%
92 93
94
95 96