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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1926
Stiles Financial Services
Minnesota
$630K -$85.1K -898 -11%
LFA
1927
Legacy Financial Advisors
Kentucky
$629K +$93.7K +989 +16%
LG
1928
LaFleur & Godfrey
Michigan
$629K -$17.9K -189 -3%
MFT
1929
Moisand Fitzgerald Tamayo
Florida
$629K +$5.02K +53 +0.8%
FBB
1930
Fulton Breakefield Broenniman
Maryland
$628K +$21K +222 +3%
CPIG
1931
Chicago Partners Investment Group
Illinois
$627K +$21.1K +223 +3%
OFG
1932
Oxford Financial Group
Indiana
$627K +$113K +1,197 +21%
WAM
1933
WNY Asset Management
New York
$627K +$84K +887 +14%
JFGIW
1934
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$625K +$245K +2,581 +58%
AIM
1935
Avity Investment Management
Connecticut
$625K -$232K -2,449 -26%
9WM
1936
9258 Wealth Management
Ohio
$625K -$24.3K -257 -4%
JGGDR
1937
JGP Global Gestao de Recursos
Brazil
$625K -$104M -1,093,000 -99%
BSG
1938
Black Swift Group
Colorado
$625K – – –
FCB
1939
First Command Bank
Texas
$623K +$38.6K +408 +6%
FCFS
1940
First Command Financial Services
Texas
$623K +$38.6K +408 +6%
DBIA
1941
Dumont & Blake Investment Advisors
New Jersey
$623K -$17K -179 -3%
AWP
1942
Accretive Wealth Partners
New Jersey
$623K +$20.8K +220 +3%
PCG
1943
Prosperity Consulting Group
Maryland
$622K -$7.39K -78 -1%
IIC
1944
Integrated Investment Consultants
Michigan
$621K -$22.8K -241 -3%
PG
1945
Patten Group
Tennessee
$620K -$72.8K -768 -10%
WP
1946
WealthSpring Partners
California
$620K – – –
QWM
1947
QP Wealth Management
New Jersey
$619K +$74.3K +784 +13%
GFA
1948
Gallagher Fiduciary Advisors
Illinois
$617K -$173K -1,825 -21%
SIA
1949
Soltis Investment Advisors
Utah
$616K +$4.55K +48 +0.7%
CCIA
1950
Campbell & Co Investment Adviser
Maryland
$616K +$654K +6,901 New
76 77
78
79 80