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Name Holding Trade Value Shares
Change 		Change in
Stake
FPIS
3026
Financial Planning & Information Services
Wisconsin
$232K – – –
MAWCM
3027
Mine & Arao Wealth Creation & Management
California
$232K -$7.88K -47 -3%
RC
3028
Rovin Capital
Arizona
$231K -$6.87K -41 -3%
FIM
3029
Fernwood Investment Management
Massachusetts
$230K +$1.01K +6 +0.4%
FB
3030
First Bancorp
Maine
$230K – – –
KA
3031
Kooman & Associates
Pennsylvania
$230K -$671 -4 -0.3%
CWA
3032
Clarus Wealth Advisors
Arizona
$230K -$173K -1,029 -43%
AA
3033
AlphaCentric Advisors
Puerto Rico
$229K -$9.89K -59 -4%
AF
3034
AtlasMark Financial
Texas
$229K +$235K +1,404 New
TB
3035
Terril Brothers
Missouri
$229K +$39.6K +236 +20%
SIAM
3036
Sterling Investment Advisors (Missouri)
Missouri
$228K – – –
NIC
3037
Northwest Investment Counselors
Oregon
$228K -$117K -700 -33%
PP
3038
PFS Partners
New Jersey
$227K +$51.1K +305 +28%
CCM
3039
Crew Capital Management
Ohio
$226K +$233K +1,387 New
RWRC
3040
R.W. Roge & Company
New York
$226K +$16.8K +100 +8%
BAG
3041
Briggs Advisory Group
Rhode Island
$225K – – –
MWM
3042
Meritas Wealth Management
California
$225K +$2.68K +16 +1%
CFO
3043
Custos Family Office
Texas
$225K +$231K +1,379 New
QCIG
3044
Quad-Cities Investment Group
Iowa
$225K – – –
PGWM
3045
Parisi Gray Wealth Management
New Jersey
$224K +$9.89K +59 +4%
RIS
3046
Retirement Income Solutions
Michigan
$223K +$230K +1,369 New
PP
3047
Pegasus Partners
Wisconsin
$223K -$52.5K -313 -19%
NG
3048
Northstar Group
New York
$223K -$20.1K -120 -8%
FEM
3049
Fulcrum Equity Management
Texas
$223K +$229K +1,366 New
ACP
3050
Arcus Capital Partners
Georgia
$222K -$671 -4 -0.3%
120 121
122
123 124