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Name Holding Trade Value Shares
Change 		Change in
Stake
FAN
1476
Financial Advisors Network
California
$985K – – –
BCM
1477
Brookstone Capital Management
Illinois
$982K -$406K -4,537 -29%
CAM
1478
Costello Asset Management
Pennsylvania
$981K +$984K +10,995 New
CHAM
1479
Clear Harbor Asset Management
Connecticut
$980K -$40.3K -450 -4%
AFIA
1480
America First Investment Advisors
Nebraska
$980K – – –
SC
1481
Sawyer & Company
Massachusetts
$980K +$108K +1,205 +12%
LSPW
1482
Lake Street Private Wealth
Illinois
$971K +$85.1K +950 +10%
FSCM
1483
Front Street Capital Management
Montana
$970K -$59.7K -667 -6%
AW
1484
ACG Wealth
Georgia
$966K -$273K -3,050 -22%
LOIM
1485
Liberty One Investment Management
Illinois
$965K -$34.5K -385 -3%
MCP
1486
Mirador Capital Partners
California
$965K +$23.8K +266 +3%
FFN
1487
Focus Financial Network
Minnesota
$963K +$167K +1,861 +21%
WP
1488
WMS Partners
Maryland
$963K -$1.44M -16,039 -60%
CCM
1489
Carderock Capital Management
Maryland
$961K -$47.1K -526 -5%
ITIM
1490
Indiana Trust & Investment Management
Indiana
$959K +$2.69K +30 +0.3%
BRM
1491
Boston Research & Management
Massachusetts
$958K -$8.06K -90 -0.8%
CFG
1492
Cooper Financial Group
California
$958K +$16.7K +187 +2%
GG
1493
Gleason Group
Kentucky
$958K +$21K +235 +2%
KFGK
1494
Keystone Financial Group (Kentucky)
Kentucky
$958K +$99.6K +1,113 +12%
CCFM
1495
Clear Creek Financial Management
Washington
$955K +$741K +8,276 +340%
SIAP
1496
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$953K +$36K +402 +4%
WP
1497
WealthPLAN Partners
Nebraska
$951K -$23.1K -258 -2%
HWA
1498
Heritage Wealth Advisors
Virginia
$950K -$2.52M -28,155 -73%
MCA
1499
Mercer Capital Advisers
New Jersey
$947K +$1.88K +21 +0.2%
MWM
1500
Madison Wealth Management
Ohio
$947K +$74K +827 +8%
58 59
60
61 62