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Name Holding Trade Value Shares
Change 		Change in
Stake
BMA
2201
Brooks Moore & Associates
Tennessee
$501K -$13.4K -125 -2%
SPWM
2202
Schrum Private Wealth Management
Florida
$499K -$169K -1,577 -23%
BEW
2203
Burton Enright Welch
California
$499K +$28.9K +270 +5%
EDRIA
2204
Edmonds Duncan Registered Investment Advisors
Kansas
$498K – – –
GFP
2205
Gryphon Financial Partners
Ohio
$498K +$112K +1,047 +25%
SAM
2206
Secure Asset Management
Michigan
$497K -$99.1K -926 -15%
MCM
2207
Maple Capital Management
Vermont
$496K -$23.2K -217 -4%
FPFS
2208
First Personal Financial Services
North Carolina
$496K -$2.35K -22 -0.4%
EIP
2209
Ellis Investment Partners
Pennsylvania
$496K – – –
SFP
2210
Sweet Financial Partners
Minnesota
$496K +$82.2K +768 +17%
TPW
2211
Tiller Private Wealth
Pennsylvania
$495K -$70.8K -662 -11%
MPCL
2212
My Personal CFO LLC
Washington
$493K -$453K -4,230 -90%
SMFG
2213
Sumitomo Mitsui Financial Group
Japan
$492K -$428K -4,000 -44%
SDH
2214
Sloy Dahl & Holst
Washington
$492K +$19.8K +185 +4%
TA
2215
TCM Advisors
West Virginia
$491K – – –
FCA
2216
FinTrust Capital Advisors
South Carolina
$490K +$16.8K +157 +3%
JSC
2217
Jackson Square Capital
California
$490K +$556K +5,198 New
FM
2218
Foster & Motley
Ohio
$489K -$34.9K -326 -6%
PB
2219
Pinnacle Bancorp
Nebraska
$489K – – –
CGA
2220
Crescent Grove Advisors
Illinois
$489K +$8.56K +80 +2%
DFCM
2221
Dark Forest Capital Management
Puerto Rico
$489K +$550K +5,137 +11,675%
AIM
2222
Aspen Investment Management
Michigan
$488K -$64.2K -600 -10%
KWM
2223
Keebeck Wealth Management
Illinois
$488K -$21.4K -200 -4%
CFFP
2224
Center for Financial Planning
Michigan
$487K -$39K -364 -7%
BIA
2225
Benchmark Investment Advisors
Illinois
$485K -$558K -5,213 -50%
87 88
89
90 91