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Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
1051
Tiemann Investment Advisors
California
$525K -$30.2K -115 -6%
FPCP
1052
Fort Point Capital Partners
California
$523K +$439K +1,670 New
UPS
1053
UHLMANN PRICE SECURITIES
Illinois
$523K +$525 +2 +0.1%
NWM
1054
Northwest Wealth Management
Iowa
$521K +$141K +535 +42%
AA
1055
Armis Advisers
Georgia
$520K +$80.9K +308 +27%
IFG
1056
Independent Financial Group
California
$520K +$23.4K +89 +5%
SOAMC
1057
Spirit of America Management Corp
New York
$520K – – –
BW
1058
BIP Wealth
Georgia
$520K +$472K +1,799 New
FSA
1059
Fort Sheridan Advisors
Illinois
$518K – – –
PA
1060
Probity Advisors
Texas
$515K -$52K -198 -10%
WA
1061
WP Advisors
California
$515K -$35.5K -135 -7%
SAMT
1062
Select Asset Management & Trust
Pennsylvania
$514K – – –
MCCA
1063
Mill Creek Capital Advisors
Pennsylvania
$511K -$304K -1,158 -40%
KFC
1064
Klingenstein Fields & Co
New York
$510K – – –
SMA
1065
Sage Mountain Advisors
Georgia
$509K +$462K +1,761 New
HA
1066
Hamel Associates
New Jersey
$508K – – –
PMWMG
1067
Parr McKnight Wealth Management Group
Minnesota
$508K – – –
CCFM
1068
Clear Creek Financial Management
Washington
$504K +$21K +80 +5%
ALAM
1069
Asahi Life Asset Management
Japan
$504K -$48.8K -186 -10%
BAM
1070
Berkshire Asset Management
Pennsylvania
$503K +$9.72K +37 +2%
WMA
1071
Wealth Management Associates
New Jersey
$499K +$263 +1 +0.1%
IAS
1072
Insigneo Advisory Services
Florida
$499K -$23.6K -90 -5%
SIA
1073
Strategic Investment Advisors
Michigan
$498K +$2.63K +10 +0.6%
DTC
1074
Davidson Trust Company
Washington
$494K -$13.1K -50 -3%
GWM
1075
Geneos Wealth Management
Colorado
$493K +$1.05K +4 +0.2%
41 42
43
44 45