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Name Holding Trade Value Shares
Change 		Change in
Stake
GLR
1926
Great Lakes Retirement
Ohio
$1.35M +$37.8K +237 +3%
PSP
1927
Pacific Sage Partners
Washington
$1.35M -$42.3K -265 -3%
KA
1928
Kozak & Associates
Colorado
$1.35M +$14K +88 +1%
BRM
1929
Boston Research & Management
Massachusetts
$1.35M -$31.9K -200 -2%
BWM
1930
Baron Wealth Management
Michigan
$1.34M +$167K +1,046 +14%
CF
1931
Convergence Financial
Missouri
$1.34M +$1.37M +8,574 New
SIM
1932
Sentry Investment Management
Wisconsin
$1.34M -$280K -1,756 -17%
TCCM
1933
Timber Creek Capital Management
Massachusetts
$1.34M – – –
KFI
1934
Key Financial Inc
Pennsylvania
$1.34M +$85.5K +536 +7%
SEC
1935
Seven Eight Capital
New York
$1.33M +$1.36M +8,532 New
1IA
1936
1620 Investment Advisors
Massachusetts
$1.33M +$116K +726 +9%
MTC
1937
Matrix Trust Company
Colorado
$1.33M +$83.4K +523 +7%
WI
1938
WrapManager Inc
California
$1.33M +$619K +3,885 +84%
AA
1939
Apriem Advisors
California
$1.33M -$197K -1,235 -13%
CM
1940
Caption Management
Oklahoma
$1.33M +$1.35M +8,475 New
LFG
1941
Larson Financial Group
Missouri
$1.33M +$487K +3,053 +56%
WKWM
1942
Walter & Keenan Wealth Management
Indiana
$1.32M +$13.4K +84 +1%
VNIM
1943
Vaughan Nelson Investment Management
Texas
$1.32M – – –
GC
1944
Gilbert & Cook
Iowa
$1.32M -$307K -1,923 -19%
PCMK
1945
Paragon Capital Management (Kansas)
Kansas
$1.32M +$638 +4 +0%
CWM
1946
Connecticut Wealth Management
Connecticut
$1.32M -$156K -980 -10%
OHWP
1947
Oak Harbor Wealth Partners
North Carolina
$1.31M -$32.4K -203 -2%
PMA
1948
Prudent Man Advisors
Illinois
$1.31M +$49.8K +312 +4%
EFG
1949
Everhart Financial Group
Ohio
$1.31M +$229K +1,436 +21%
CFP
1950
Catalyst Financial Partners
Massachusetts
$1.31M +$53.4K +335 +4%
76 77
78
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