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Name Holding Trade Value Shares
Change 		Change in
Stake
WJA
1501
Willis Johnson & Associates
Texas
$2.07M -$303K -2,112 -14%
AIC
1502
Archer Investment Corporation
Indiana
$2.07M -$257K -1,791 -12%
MWM
1503
Madison Wealth Management
Ohio
$2.06M +$44.2K +308 +2%
CWAG
1504
Compton Wealth Advisory Group
Virginia
$2.06M +$67.1K +468 +4%
DF
1505
Donoghue Forlines
Massachusetts
$2.06M +$702K +4,897 +63%
NB
1506
Nicolet Bankshares
Wisconsin
$2.05M +$214K +1,490 +13%
CCP
1507
Clarkston Capital Partners
Michigan
$2.05M +$1.8M +12,566 New
BHTS
1508
Bar Harbor Trust Services
Maine
$2.04M -$229K -1,597 -11%
BA
1509
Bristlecone Advisors
Washington
$2.04M +$138K +961 +8%
CF
1510
Centaurus Financial
California
$2.03M -$2.06M -14,379 -54%
PCWA
1511
Pacific Capital Wealth Advisors
California
$2.02M – – –
BP
1512
BBR Partners
New York
$2.02M -$147K -1,022 -8%
TWM
1513
Titus Wealth Management
California
$2.02M -$36.1K -252 -2%
AWMT
1514
AAFMAA Wealth Management & Trust
North Carolina
$2.02M -$44.9K -313 -2%
AW
1515
ACG Wealth
Georgia
$2.01M -$301K -2,097 -15%
AIM
1516
Aspen Investment Management
Michigan
$2.01M +$219K +1,528 +14%
MJRIC
1517
Mogy Joel R Investment Counsel
California
$2.01M – – –
GC
1518
Gruss & Co
Florida
$2M +$359K +2,500 +26%
SAM
1519
Smithbridge Asset Management
Pennsylvania
$2M +$41.6K +290 +2%
CM
1520
CoreCommodity Management
Connecticut
$2M -$26.8K -187 -2%
TWM
1521
TriaGen Wealth Management
California
$1.99M -$71.7K -500 -4%
EFSCE
1522
Enterprise Financial Services Corp (EFSC)
Missouri
$1.99M -$35K -244 -2%
WMP
1523
Wealth Management Partners
Arizona
$1.99M – – –
CAM
1524
Cypress Asset Management
Texas
$1.99M -$96.1K -670 -5%
WA
1525
Waddell & Associates
Tennessee
$1.99M -$97.5K -680 -5%
59 60
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62 63