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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1576
Connecticut Wealth Management
Connecticut
$698K +$72.6K +786 +13%
JWA
1577
JFS Wealth Advisors
Pennsylvania
$697K -$47.3K -512 -7%
ZF
1578
Zhang Financial
Michigan
$689K +$617K +6,682 New
AFP
1579
Ausdal Financial Partners
Iowa
$688K -$4.9K -53 -0.8%
CNBTD
1580
Citizens National Bank Trust Department
Mississippi
$683K – – –
CFS
1581
CRA Financial Services
New Jersey
$683K +$34.4K +372 +6%
WIM
1582
Westside Investment Management
California
$680K -$108K -1,165 -2%
HFG
1583
Heron Financial Group
New York
$677K +$39.7K +430 +7%
MF
1584
Meridian Financial
Massachusetts
$675K +$604K +6,540 New
WOSD
1585
WFA of San Diego
California
$671K -$13.7K -148 -2%
DG
1586
DMC Group
Alabama
$671K +$581K +6,288 New
GIA
1587
Guyasuta Investment Advisors
Pennsylvania
$670K – – –
FBC
1588
Fairfield, Bush & Co
Connecticut
$666K +$92 +1 +0%
AIM
1589
Aspen Investment Management
Michigan
$666K +$182K +1,968 +44%
IP
1590
Ignite Planners
California
$666K +$587K +6,352 New
CAG
1591
Csenge Advisory Group
Florida
$664K -$62.5K -676 -8%
TCWM
1592
Total Clarity Wealth Management
Illinois
$664K -$92 -1 -0%
WP
1593
WealthSource Partners
California
$663K -$203K -2,198 -25%
AAM
1594
Aureus Asset Management
Massachusetts
$663K +$3.7K +40 +0.6%
CFN
1595
Cordasco Financial Network
Florida
$662K -$13.1K -142 -2%
CSIC
1596
Clifford Swan Investment Counsel
California
$661K +$271K +2,936 +85%
CC
1597
Copperleaf Capital
North Carolina
$658K -$19.5K -211 -3%
BA
1598
Bristlecone Advisors
Washington
$657K -$43.9K -475 -7%
CCM
1599
Chiron Capital Management
Florida
$657K -$37K -400 -6%
WSTAM
1600
Wilbanks Smith & Thomas Asset Management
Virginia
$657K +$4.9K +53 +0.8%
62 63
64
65 66