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Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1901
Institute for Wealth Management
Colorado
$1.76M -$108K -579 -5%
CFCI
1902
Comprehensive Financial Consultants Institutional
Indiana
$1.76M +$201K +1,080 +11%
WRCM
1903
Western Reserve Capital Management
Ohio
$1.75M -$432K -2,320 -18%
BHIA
1904
Birch Hill Investment Advisors
Massachusetts
$1.75M -$102K -550 -5%
ZCP
1905
Z3 Capital Partners
Virginia
$1.75M -$96.4K -518 -5%
EFG
1906
Embree Financial Group
Illinois
$1.75M +$59.9K +322 +3%
RFA
1907
Register Financial Advisors
Georgia
$1.74M +$97.9K +526 +5%
BOS
1908
Bank of Stockton
California
$1.74M -$65.9K -354 -3%
GWCM
1909
Godshalk Welsh Capital Management
Pennsylvania
$1.74M – – –
CB
1910
CNB Bank
Pennsylvania
$1.73M -$15.4K -83 -0.8%
FC
1911
Fusion Capital
South Carolina
$1.73M +$11.5K +62 +0.6%
MYLI
1912
Meiji Yasuda Life Insurance
Japan
$1.73M +$50.3K +270 +3%
MFC
1913
Mechanics Financial Corp
Ohio
$1.73M +$46K +247 +2%
SL
1914
Sentinus LLC
Illinois
$1.73M +$312K +1,675 +19%
HP
1915
Holistic Planning
Texas
$1.73M +$107K +577 +6%
CCP
1916
Cunning Capital Partners
North Carolina
$1.73M – – –
UBG
1917
United Bank (Georgia)
Georgia
$1.73M -$146K -782 -7%
KIC
1918
Keating Investment Counselors
Florida
$1.73M -$3.35K -18 -0.2%
LWM
1919
Lodestone Wealth Management
Washington
$1.73M -$110K -592 -5%
EWS
1920
Eagle Wealth Strategies
New Jersey
$1.72M -$14.1K -76 -0.7%
WAM
1921
Winslow Asset Management
Ohio
$1.72M -$72.6K -390 -4%
LI
1922
LRI Investments
Florida
$1.72M +$84.7K +455 +5%
FCFC
1923
First Commonwealth Financial Corp
Pennsylvania
$1.72M +$36.5K +196 +2%
FWA
1924
FSM Wealth Advisors
Ohio
$1.72M +$176K +944 +10%
MW
1925
Maia Wealth
Colorado
$1.72M +$393K +2,111 +26%
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