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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1951
Townsend Asset Management
North Carolina
$943K -$15.9K -104 -2%
WDA
1952
Wendell David Associates
New Hampshire
$941K +$15.3K +100 +2%
IIC
1953
Integrated Investment Consultants
Michigan
$940K -$47.4K -311 -5%
MAG
1954
Mayfair Advisory Group
Alabama
$938K +$120K +785 +15%
CCA
1955
Cadent Capital Advisors
Oklahoma
$936K +$552K +3,618 +125%
NQWM
1956
Northwest Quadrant Wealth Management
Oregon
$935K -$1.68K -11 -0.2%
CIM
1957
CIM Investment Management
Pennsylvania
$928K +$312K +2,043 +46%
LWM
1958
Ledge Wealth Management
Minnesota
$926K +$767K +5,031 +355%
W
1959
Wealthquest
Ohio
$925K +$6.25K +41 +0.6%
MPPLM
1960
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$925K +$92.6K +607 +10%
JWM
1961
JGP Wealth Management
Oregon
$924K +$418K +2,738 +90%
CFP
1962
Curran Financial Partners
South Carolina
$923K +$3.2K +21 +0.3%
CBA
1963
Coastal Bridge Advisors
Connecticut
$921K – – –
WCM
1964
Washburn Capital Management
Florida
$920K -$83K -544 -8%
HJGA
1965
Hardman Johnston Global Advisors
Connecticut
$919K +$15.3K +100 +2%
BA
1966
Ballast Advisors
Minnesota
$918K -$3.51K -23 -0.4%
FNBOSM
1967
First National Bank of South Miami
Florida
$917K -$74.1K -486 -7%
JE
1968
JMAC Enterprises
Pennsylvania
$916K +$29.3K +192 +3%
CHA
1969
Cooper/Haims Advisors
New York
$915K -$18.9K -124 -2%
III
1970
Independent Investors Inc
New York
$915K – – –
LWA
1971
Lineweaver Wealth Advisors
Ohio
$914K -$26.7K -175 -3%
CA
1972
Cambridge Advisors
Nebraska
$914K +$22.1K +145 +2%
CL
1973
Choreo LLC
Illinois
$908K -$46.1K -302 -5%
JGUA
1974
John G. Ullman & Associates
New York
$908K +$48.2K +316 +5%
BWA
1975
Beam Wealth Advisors
Louisiana
$908K +$90.1K +591 +10%
77 78
79
80 81