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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1851
Miller Investment Management
Pennsylvania
$1.61M – – –
KWMG
1852
King Wealth Management Group
Florida
$1.61M +$75.9K +503 +5%
PL
1853
Plancorp LLC
Missouri
$1.61M +$101K +672 +7%
FCA
1854
FinTrust Capital Advisors
South Carolina
$1.6M -$219K -1,449 -12%
MFG
1855
Mosaic Financial Group
Illinois
$1.6M +$1.53M +10,166 New
PFGIA
1856
Patriot Financial Group Insurance Agency
Massachusetts
$1.6M -$544K -3,603 -26%
TNA
1857
True North Advisors
Texas
$1.6M -$81.8K -542 -5%
KPPF
1858
Klein Pavlis & Peasley Financial
California
$1.59M -$471K -3,124 -24%
DDC
1859
DF Dent & Co
Maryland
$1.59M +$147K +971 +11%
WI
1860
Wintrust Investments
Illinois
$1.59M +$23.8K +158 +2%
FFWA
1861
FRG Family Wealth Advisors
Washington
$1.58M +$24.9K +165 +2%
SWM
1862
Silverlake Wealth Management
Vermont
$1.58M +$33.3K +221 +2%
KWM
1863
Keating Wealth Management
Colorado
$1.58M -$9.05K -60 -0.6%
BOC
1864
Barbara Oil Co
Illinois
$1.58M – – –
SFA
1865
Souders Financial Advisors
Ohio
$1.58M -$2.66M -17,611 -64%
BIM
1866
Baldwin Investment Management
Pennsylvania
$1.58M -$331K -2,196 -18%
TGAM
1867
TBH Global Asset Management
Tennessee
$1.57M +$61K +404 +4%
ORAM
1868
One River Asset Management
Connecticut
$1.57M +$670K +4,441 +80%
SIA
1869
SeaBridge Investment Advisors
New Jersey
$1.57M +$47.2K +313 +3%
AIM
1870
Athena Investment Management
California
$1.57M -$22.5K -149 -1%
CFCI
1871
Comprehensive Financial Consultants Institutional
Indiana
$1.57M +$121K +801 +9%
JAFL
1872
Jay A. Fishman Ltd
Michigan
$1.57M -$109K -725 -7%
KWM
1873
Kanen Wealth Management
Florida
$1.56M +$1.51M +10,000 New
TA
1874
TCM Advisors
West Virginia
$1.56M – – –
MIM
1875
Morningstar Investment Management
Illinois
$1.55M +$391K +2,592 +36%
73 74
75
76 77