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Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
2101
Annapolis Financial Services
Maryland
$997K -$43.5K -301 -4%
GCM
2102
Gables Capital Management
Florida
$997K – – –
ACS
2103
Archford Capital Strategies
Illinois
$996K -$25.2K -174 -2%
FFA
2104
Fairfield Financial Advisors
Massachusetts
$987K +$1.04M +7,197 New
MWA
2105
Meridian Wealth Advisors
Texas
$985K +$132K +915 +15%
DBIA
2106
Dumont & Blake Investment Advisors
New Jersey
$980K +$3.18K +22 +0.3%
CCM
2107
Crew Capital Management
Ohio
$979K – – –
ZIG
2108
Zullo Investment Group
Pennsylvania
$978K +$207K +1,430 +25%
JFL
2109
Jarislowsky, Fraser Ltd
Quebec, Canada
$977K -$291K -2,016 -22%
GA
2110
GoalVest Advisory
New York
$977K +$1.03M +7,125 New
B
2111
Bridgeworth
Alabama
$975K – – –
MWAM
2112
Manhattan West Asset Management
California
$975K +$582K +4,028 +131%
PHIC
2113
Pine Haven Investment Counsel
Massachusetts
$974K +$14.5K +100 +1%
LB
2114
Legacy Bridge
Iowa
$973K – – –
SLF
2115
Sun Life Financial
Ontario, Canada
$972K -$34.3K -237 -3%
LWA
2116
Lineweaver Wealth Advisors
Ohio
$972K +$100K +693 +11%
WH
2117
Willner & Heller
California
$970K -$50.6K -350 -5%
HCP
2118
Hexagon Capital Partners
Arkansas
$970K +$21.3K +147 +2%
MPCG
2119
Matrix Private Capital Group
New York
$968K -$8.24K -57 -0.8%
FCT
2120
First Community Trust
Iowa
$967K – – –
IIC
2121
Integrated Investment Consultants
Michigan
$964K -$215K -1,487 -17%
CPIA
2122
Cornell Pochily Investment Advisors
New York
$964K -$8.24K -57 -0.8%
BW
2123
Bison Wealth
Georgia
$962K +$73.2K +506 +8%
DAM
2124
Derbend Asset Management
Georgia
$961K – – –
QWM
2125
QP Wealth Management
New Jersey
$961K +$18.1K +125 +2%
83 84
85
86 87