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Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
2151
Paragon Capital Management (Colorado)
Colorado
$932K +$260K +1,610 +41%
BIA
2152
Benchmark Investment Advisors
Illinois
$931K -$506K -3,135 -36%
MWM
2153
Merriman Wealth Management
Washington
$929K -$175K -1,086 -16%
BMCM
2154
Burns Matteson Capital Management
New York
$928K +$623K +3,859 +235%
HJGA
2155
Hardman Johnston Global Advisors
Connecticut
$927K – – –
CF
2156
Copperwynd Financial
Arizona
$926K -$23.9K -148 -3%
AAM
2157
AMI Asset Management
California
$926K +$887K +5,493 New
NLP
2158
Next Level Private
New York
$926K – – –
RIG
2159
Renaissance Investment Group
Massachusetts
$926K -$13.6K -84 -2%
ECM
2160
Elgethun Capital Management
South Dakota
$923K +$115K +714 +15%
W
2161
Wealthquest
Ohio
$921K +$267K +1,652 +43%
W
2162
WorthPointe
California
$920K +$66.2K +410 +8%
WDG
2163
Wealth Dimensions Group
Ohio
$919K +$2.91K +18 +0.3%
BCA
2164
Bray Capital Advisors
Florida
$918K +$24.9K +154 +3%
FWA
2165
FSM Wealth Advisors
Ohio
$914K +$33.4K +207 +4%
FSWA
2166
Financial Synergies Wealth Advisors
Texas
$914K +$288K +1,781 +49%
BWCS
2167
Beirne Wealth Consulting Services
Connecticut
$913K – – –
EIA
2168
Edgemoor Investment Advisors
Maryland
$913K -$32K -198 -4%
SAM
2169
Seelaus Asset Management
New Jersey
$911K -$636K -3,937 -42%
MFWP
2170
Mosaic Family Wealth Partners
Missouri
$909K +$3.55K +22 +0.4%
BCM
2171
BluePath Capital Management
Georgia
$905K +$867K +5,367 New
TWP
2172
Total Wealth Planning
Ohio
$901K +$13.6K +84 +2%
WBC
2173
Westpac Banking Corp
Australia
$901K +$688K +4,262 +394%
CAM
2174
CPA Asset Management
Florida
$901K +$1.78K +11 +0.2%
SEP
2175
Southland Equity Partners
Missouri
$901K +$37.8K +234 +5%
85 86
87
88 89