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Name Holding Trade Value Shares
Change 		Change in
Stake
BO
1501
BRR OpCo
Ohio
$2.07M +$88.8K +619 +5%
WJA
1502
Willis Johnson & Associates
Texas
$2.07M -$303K -2,112 -14%
AIC
1503
Archer Investment Corporation
Indiana
$2.07M -$257K -1,791 -12%
MWM
1504
Madison Wealth Management
Ohio
$2.06M +$44.2K +308 +2%
CWAG
1505
Compton Wealth Advisory Group
Virginia
$2.06M +$67.1K +468 +4%
DF
1506
Donoghue Forlines
Massachusetts
$2.06M +$702K +4,897 +63%
NB
1507
Nicolet Bankshares
Wisconsin
$2.05M +$214K +1,490 +13%
CCP
1508
Clarkston Capital Partners
Michigan
$2.05M +$1.8M +12,566 New
BHTS
1509
Bar Harbor Trust Services
Maine
$2.04M -$229K -1,597 -11%
BA
1510
Bristlecone Advisors
Washington
$2.04M +$138K +961 +8%
CF
1511
Centaurus Financial
California
$2.03M -$2.06M -14,379 -54%
PCWA
1512
Pacific Capital Wealth Advisors
California
$2.02M – – –
BP
1513
BBR Partners
New York
$2.02M -$147K -1,022 -8%
TWM
1514
Titus Wealth Management
California
$2.02M -$36.1K -252 -2%
AWMT
1515
AAFMAA Wealth Management & Trust
North Carolina
$2.02M -$44.9K -313 -2%
AW
1516
ACG Wealth
Georgia
$2.01M -$301K -2,097 -15%
AIM
1517
Aspen Investment Management
Michigan
$2.01M +$219K +1,528 +14%
MJRIC
1518
Mogy Joel R Investment Counsel
California
$2.01M – – –
GC
1519
Gruss & Co
Florida
$2M +$359K +2,500 +26%
SAM
1520
Smithbridge Asset Management
Pennsylvania
$2M +$41.6K +290 +2%
CM
1521
CoreCommodity Management
Connecticut
$2M -$26.8K -187 -2%
TWM
1522
TriaGen Wealth Management
California
$1.99M -$71.7K -500 -4%
EFSCE
1523
Enterprise Financial Services Corp (EFSC)
Missouri
$1.99M -$35K -244 -2%
WMP
1524
Wealth Management Partners
Arizona
$1.99M – – –
CAM
1525
Cypress Asset Management
Texas
$1.99M -$96.1K -670 -5%
59 60
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