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Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1801
Mather Group
Illinois
$898K +$83.9K +832 +10%
NB
1802
Nicolet Bankshares
Wisconsin
$896K +$41.5K +412 +4%
IHL
1803
Investment House LLC
California
$894K +$35.1K +348 +4%
WPC
1804
White Pine Capital
Minnesota
$893K -$17.7K -176 -2%
TA
1805
TCM Advisors
West Virginia
$891K – – –
NPA
1806
Nichols & Pratt Advisers
Massachusetts
$890K -$1.07M -10,565 -54%
UAML
1807
US Asset Management LLC
Pennsylvania
$890K -$2.62K -26 -0.3%
SWM
1808
Silverlake Wealth Management
Vermont
$889K -$14.6K -145 -2%
CIM
1809
CIM Investment Management
Pennsylvania
$889K -$808K -8,011 -47%
PA
1810
PFG Advisors
Arizona
$888K +$122K +1,207 +16%
EBT
1811
Enterprise Bank & Trust
Massachusetts
$887K -$17.1K -170 -2%
TFP
1812
Tilia Fiduciary Partners
North Carolina
$884K -$219K -2,170 -20%
AWAU
1813
Alliance Wealth Advisors (Utah)
Utah
$884K +$34.1K +338 +4%
FCB
1814
First County Bank
Connecticut
$884K +$103K +1,025 +13%
WPW
1815
Warther Private Wealth
Ohio
$882K -$58K -575 -6%
HKIM
1816
Hayek Kallen Investment Management
Alabama
$882K +$52.4K +520 +6%
PPC
1817
Park Place Capital
Alabama
$881K -$61.3K -608 -6%
E
1818
Ergoteles
New York
$881K +$887K +8,794 New
DRD
1819
Dennis R. Delaney
$879K +$109K +1,077 +14%
AWM
1820
Ameliora Wealth Management
Switzerland
$878K +$544K +5,400 +160%
PK
1821
Pflug Koory
Nebraska
$877K -$302 -3 -0%
SWMP
1822
Signature Wealth Management Partners
New Jersey
$876K +$127K +1,257 +17%
PCA
1823
Peddock Capital Advisors
Massachusetts
$876K -$18.8K -186 -2%
AF
1824
Apexium Financial
Texas
$875K -$33.9K -336 -4%
GFA
1825
Gallagher Fiduciary Advisors
Illinois
$875K +$881K +8,736 New
71 72
73
74 75