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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
2326
MJP Associates
Connecticut
$421K +$9.1K +85 +2%
CFS
2327
Cannon Financial Strategists
Georgia
$421K -$29.9K -279 -6%
PWAG
2328
Polaris Wealth Advisory Group
California
$420K -$71.3K -666 -13%
HC
2329
Hoese & Co
Minnesota
$419K -$85.6K -800 -15%
FCIM
2330
Fairview Capital Investment Management
California
$419K – – –
LFA
2331
Laraway Financial Advisors
Minnesota
$418K – – –
CWM
2332
Connecticut Wealth Management
Connecticut
$416K -$4.71K -44 -1%
MA
2333
MBA Advisors
Pennsylvania
$416K – – –
CYG
2334
Clean Yield Group
Vermont
$416K +$2.25K +21 +0.5%
RTS
2335
Round Table Services
New Jersey
$415K +$74.9K +700 +19%
C
2336
CEDRUS
Colorado
$415K +$128K +1,199 +37%
IA
2337
IFG Advisors
Missouri
$414K +$10.7K +100 +2%
CIG
2338
Cairn Investment Group
Washington
$413K – – –
SWM
2339
Sugarloaf Wealth Management
Georgia
$413K +$88.7K +829 +23%
BSI
2340
Bennett Selby Investments
Maine
$412K -$749 -7 -0.2%
CGH
2341
CMG Global Holdings
Texas
$411K – – –
AWA
2342
Aaron Wealth Advisors
Illinois
$410K +$58.6K +548 +14%
FCCM
2343
First City Capital Management
Georgia
$409K +$10.3K +96 +2%
CC
2344
Callan Capital
California
$409K +$128K +1,198 +38%
FAFN
2345
First Affirmative Financial Network
Colorado
$408K -$10.1K -94 -2%
RFM
2346
Royal Fund Management
Florida
$408K +$13.6K +127 +3%
SRSA
2347
S.R. Schill & Associates
Washington
$408K +$20.1K +188 +5%
HBCM
2348
Heron Bay Capital Management
Michigan
$407K -$229K -2,141 -33%
AC
2349
Apella Capital
Connecticut
$407K -$1.82K -17 -0.4%
PPP
2350
Private Portfolio Partners
New Jersey
$406K -$392K -3,661 -46%
92 93
94
95 96