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Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
2326
Opus Investment Management
Massachusetts
$746K – – –
TNB
2327
Thomasville National Bank
Georgia
$744K -$84.2K -557 -10%
GA
2328
Gateway Advisory
New Jersey
$743K -$3.94M -26,074 -84%
HFRG
2329
Houlihan Financial Resource Group
Virginia
$742K +$111K +731 +17%
JWWM
2330
Johnson & White Wealth Management
Pennsylvania
$741K +$19.7K +130 +3%
SL
2331
Salomon & Ludwin
Virginia
$740K – – –
SWM
2332
Sterling Wealth Management
Illinois
$738K +$749K +4,951 New
BWM
2333
Baystate Wealth Management
Massachusetts
$738K +$148K +979 +25%
AA
2334
Addison Advisors
Vermont
$735K +$63.5K +420 +9%
SFC
2335
Sprinkle Financial Consultants
Colorado
$733K +$743K +4,911 New
MCM
2336
Mendel Capital Management
Arkansas
$732K +$10.9K +72 +1%
SC
2337
Sierra Capital
Florida
$732K -$18.3K -121 -2%
SP
2338
Successful Portfolios
Florida
$730K +$101K +671 +16%
CRA
2339
Clear Rock Advisors
Texas
$730K +$731K +4,835 New
LFG
2340
Larson Financial Group
Missouri
$730K +$88.5K +585 +14%
JC
2341
JB Capital
Connecticut
$728K +$12.9K +85 +2%
VCG
2342
Vantage Consulting Group
Virginia
$726K +$68.1K +450 +10%
SC
2343
Steph & Co
Wisconsin
$724K -$54K -357 -7%
JHP
2344
James Hambro & Partners
United Kingdom
$718K -$6.81K -45 -0.9%
SWIM
2345
Smallwood Wealth Investment Management
New Jersey
$717K -$56.7K -375 -7%
MFS
2346
Monetta Financial Services
Illinois
$716K +$726K +4,800 New
MCWA
2347
Meadow Creek Wealth Advisors
Georgia
$716K +$726K +4,799 New
HIA
2348
HTG Investment Advisors
Connecticut
$713K – – –
SP
2349
Saranac Partners
$712K -$722K -4,773 -50%
MWM
2350
Moulton Wealth Management
Washington
$711K – – –
92 93
94
95 96