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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
2051
Morningstar Investment Management
Illinois
$796K +$217K +1,421 +35%
CAM
2052
Cozad Asset Management
Illinois
$795K -$18.5K -121 -2%
SWIM
2053
Smallwood Wealth Investment Management
New Jersey
$795K +$123K +809 +17%
GP
2054
Girard Partners
Pennsylvania
$789K -$177K -1,161 -17%
FH
2055
FWG Holdings
Florida
$789K +$121K +792 +17%
OPTFSNA
2056
Old Point Trust & Financial Services N A
Virginia
$787K -$2.9K -19 -0.3%
AAM
2057
Aureus Asset Management
Massachusetts
$786K +$153 +1 +0%
GWSG
2058
GPS Wealth Strategies Group
Colorado
$786K +$28.4K +186 +4%
RIG
2059
Renaissance Investment Group
Massachusetts
$786K +$355K +2,325 +105%
EW
2060
Evoke Wealth
California
$785K -$60.5K -397 -7%
PWAG
2061
Polaris Wealth Advisory Group
California
$785K +$20.3K +133 +3%
FNBOH
2062
First National Bank of Hutchinson
Kansas
$783K +$61.5K +403 +8%
RGC
2063
Roberts, Glore & Co
Illinois
$782K -$293K -1,920 -26%
SWM
2064
Salvus Wealth Management
New Jersey
$781K +$32.5K +213 +4%
CA
2065
Carson Advisory
Georgia
$781K +$136K +891 +20%
EWM
2066
EPG Wealth Management
Georgia
$779K +$53.2K +349 +7%
HI
2067
Hoey Investments
Pennsylvania
$778K -$87.2K -572 -10%
GWM
2068
Gray Wealth Management
Maine
$777K +$12.2K +80 +2%
DLHL
2069
Donald L. Hagan LLC
Florida
$775K -$8.69K -57 -1%
BCMLT
2070
Beacon Capital Management LLC (Tennessee)
Tennessee
$775K +$2.59K +17 +0.3%
SP
2071
Successful Portfolios
Florida
$774K -$3.81K -25 -0.5%
SOS
2072
Silver Oak Securities
Tennessee
$773K -$228K -1,495 -25%
LFG
2073
Larson Financial Group
Missouri
$773K +$44.7K +293 +6%
HWA
2074
Heartwood Wealth Advisors
Virginia
$772K +$115K +754 +16%
TNB
2075
Thomasville National Bank
Georgia
$770K +$36.6K +240 +5%
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