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Name Holding Trade Value Shares
Change 		Change in
Stake
DC
2351
Derby & Company
Massachusetts
$774K – – –
SFA
2352
Source Financial Advisors
New York
$773K +$67.7K +367 +10%
SIM
2353
SSI Investment Management
California
$771K -$184 -1 -0%
NFP
2354
Novak Financial Planning
Maryland
$771K +$9.96K +54 +1%
CCC
2355
Crescent Capital Consulting
Louisiana
$769K -$24.9K -135 -3%
SW
2356
SkyOak Wealth
Michigan
$767K – – –
CNB
2357
Camden National Bank
Maine
$765K -$13.8K -75 -2%
CNC
2358
Camden National Corporation
Maine
$765K +$765K +4,148 New
MA
2359
MBA Advisors
Pennsylvania
$757K +$757K +4,105 New
MSFP
2360
Mark Sheptoff Financial Planning
Connecticut
$755K -$64.5K -350 -8%
FMC
2361
Financial Management Concepts
Florida
$755K -$19.9K -108 -3%
MS
2362
Madden Securities
Texas
$755K -$18.4K -100 -2%
MAWCM
2363
Mine & Arao Wealth Creation & Management
California
$753K – – –
CWC
2364
Carolinas Wealth Consulting
North Carolina
$752K +$35.6K +193 +5%
ASBI
2365
American State Bank (Iowa)
Iowa
$751K -$11.1K -60 -1%
SS
2366
Sunbelt Securities
Texas
$750K -$92.4K -501 -11%
BL
2367
Balentine LLC
Georgia
$750K -$6.82K -37 -0.9%
MCM
2368
McRae Capital Management
New Jersey
$746K – – –
SWP
2369
Strategic Wealth Partners
Ohio
$745K -$26.9K -146 -3%
GWM
2370
Greenhouse Wealth Management
Connecticut
$741K +$89.8K +487 +14%
AFG
2371
Allegheny Financial Group
Pennsylvania
$740K -$6.09K -33 -0.8%
PCM
2372
Pentwater Capital Management
Florida
$738K -$738K -4,000 -50%
NWM
2373
Northwest Wealth Management
Iowa
$738K -$164K -890 -18%
PAS
2374
Professional Advisory Services
Florida
$738K – – –
SFSIG
2375
San Francisco Sentry Investment Group
California
$736K +$22.1K +120 +3%
93 94
95
96 97