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Name Holding Trade Value Shares
Change 		Change in
Stake
1SB
1051
1ST Source Bank
Indiana
$498K -$11.6K -40 -2%
FLI
1052
Family Legacy Inc
South Carolina
$497K +$70.6K +243 +15%
JWM
1053
JGP Wealth Management
Oregon
$496K +$4.36K +15 +0.8%
MSAM
1054
Moloney Securities Asset Management
Missouri
$496K +$1.45K +5 +0.3%
RFA
1055
Register Financial Advisors
Georgia
$493K -$18.9K -65 -3%
UPS
1056
UHLMANN PRICE SECURITIES
Illinois
$493K +$523K +1,800 New
SOAMC
1057
Spirit of America Management Corp
New York
$493K – – –
TIM
1058
Tevis Investment Management
Texas
$490K +$13.4K +46 +3%
RMC
1059
Resources Management Corp
Connecticut
$490K – – –
GI
1060
Gradient Investments
Minnesota
$487K +$581 +2 +0.1%
BEAM
1061
Baker Ellis Asset Management
Washington
$484K – – –
TC
1062
TownSquare Capital
Utah
$483K +$83.6K +288 +20%
CCA
1063
Checchi Capital Advisers
California
$483K – – –
HA
1064
Hamel Associates
New Jersey
$482K – – –
WH
1065
Willner & Heller
California
$481K -$70.9K -244 -12%
MIM
1066
Montgomery Investment Management
Maryland
$480K – – –
CI
1067
Conning Inc
Connecticut
$480K -$5.52K -19 -1%
CWM
1068
Cornerstone Wealth Management
Missouri
$479K -$35.1K -121 -6%
BWP
1069
Baldwin Wealth Partners
Massachusetts
$477K +$290 +1 +0.1%
CG
1070
CFO4Life Group
Texas
$476K +$2.03K +7 +0.4%
WWM
1071
Westwood Wealth Management
California
$473K -$203K -700 -29%
GL
1072
Graypoint LLC
New York
$472K +$40.9K +141 +9%
BAM
1073
Berkshire Asset Management
Pennsylvania
$470K – – –
MFA
1074
Mayflower Financial Advisors
Massachusetts
$470K +$6.39K +22 +1%
GAM
1075
Garrison Asset Management
Arkansas
$470K – – –
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