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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2126
Evermay Wealth Management
Virginia
$1.01M -$21.6K -120 -2%
PP
2127
PDS Planning
Ohio
$1.01M +$115K +641 +13%
CFFP
2128
Center for Financial Planning
Michigan
$1M +$201K +1,119 +24%
WP
2129
WealthShield Partners
North Carolina
$1M +$9.17K +51 +0.9%
WFI
2130
West Family Investments
California
$996K +$1.02M +5,664 New
CCT
2131
Capital City Trust
Florida
$994K -$14.7K -82 -1%
GC
2132
Grace Capital
Massachusetts
$993K -$61.5K -342 -6%
AG
2133
AlphaSimPlex Group
Massachusetts
$993K – – –
AIC
2134
Ayalon Insurance Company
Israel
$991K -$244K -1,357 -20%
CASB
2135
Cape Ann Savings Bank
Massachusetts
$991K +$3.78K +21 +0.4%
CSWG
2136
Cardinal Strategic Wealth Guidance
Kentucky
$990K -$9.35K -52 -0.9%
FNBOSM
2137
First National Bank of South Miami
Florida
$990K +$89.7K +499 +10%
DA
2138
Doliver Advisors
Texas
$990K +$183K +1,015 +22%
FWM
2139
Foresight Wealth Management
Utah
$988K +$27.9K +155 +3%
WAM
2140
WNY Asset Management
New York
$987K -$27.7K -154 -3%
WMP
2141
Wealth Management Partners
Arizona
$987K +$22.3K +124 +2%
LDFR
2142
Lehman & Derafelo Financial Resources
Pennsylvania
$986K +$9.89K +55 +1%
GM
2143
Granger Management
New York
$985K +$15.1K +84 +2%
SAM
2144
Secure Asset Management
Michigan
$982K +$59K +328 +6%
EWA
2145
Evolution Wealth Advisors
Florida
$980K -$45.9K -255 -4%
ODG
2146
O'Dell Group
Ohio
$979K -$80K -445 -7%
HIS
2147
Horizon Investment Services
Indiana
$979K -$29.3K -163 -3%
AWP
2148
Accretive Wealth Partners
New Jersey
$978K +$175K +974 +21%
W
2149
Wealthquest
Ohio
$976K +$14.2K +79 +1%
CMI
2150
Clare Market Investments
Texas
$974K -$883K -4,907 -47%
84 85
86
87 88