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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2251
Cordatus Wealth Management
Pennsylvania
$798K +$78.9K +546 +10%
SWIM
2252
Smallwood Wealth Investment Management
New Jersey
$797K +$324K +2,240 +63%
WIC
2253
Wilkins Investment Counsel
Massachusetts
$796K – – –
GKIM
2254
GW&K Investment Management
Massachusetts
$794K -$970K -6,713 -54%
PIM
2255
Profit Investment Management
Maryland
$794K +$33.3K +230 +4%
PFBT
2256
Parkside Financial Bank & Trust
Missouri
$793K +$10.3K +71 +1%
PB
2257
Pinnacle Bancorp
Nebraska
$789K +$62.3K +431 +8%
ACM
2258
Argent Capital Management
Missouri
$788K -$973K -6,729 -54%
HNWAG
2259
High Net Worth Advisory Group
Florida
$787K +$68.5K +474 +9%
FWM
2260
Fairhaven Wealth Management
Illinois
$785K -$1.49M -10,305 -64%
SAM
2261
Smithbridge Asset Management
Pennsylvania
$783K -$11K -76 -1%
IA
2262
IFG Advisors
Missouri
$783K +$2.46K +17 +0.3%
PL
2263
Plancorp LLC
Missouri
$783K +$17.5K +121 +2%
PWM
2264
PRW Wealth Management
Massachusetts
$782K -$223K -1,544 -21%
BWM
2265
BCGM Wealth Management
Indiana
$781K +$34.6K +239 +4%
TPW
2266
Tiller Private Wealth
Pennsylvania
$779K +$5.06K +35 +0.6%
TIAM2
2267
Tru Independence Asset Management 2
Oregon
$779K +$92.4K +639 +13%
LCM
2268
LCM Capital Management
Illinois
$778K +$14.3K +99 +2%
LF
2269
LifeSteps Financial
California
$777K -$241K -1,668 -23%
GWM
2270
Gray Wealth Management
Maine
$777K -$106K -730 -11%
LA
2271
Lifeworks Advisors
Michigan
$775K -$453K -3,133 -36%
EA
2272
Eclectic Associates
California
$775K -$150K -1,038 -16%
FM
2273
Foster & Motley
Ohio
$772K -$51.5K -356 -6%
EWM
2274
Evermay Wealth Management
Virginia
$771K +$21.5K +149 +3%
GM
2275
Granger Management
New York
$769K – – –
89 90
91
92 93