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Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
1176
Monetary Management Group
Missouri
$219K -$84.4K -400 -21%
EFS
1177
Essex Financial Services
Connecticut
$219K -$211 -1 -0.1%
TF
1178
Tompkins Financial
New York
$219K – – –
ORC
1179
O'Rourke & Company
Massachusetts
$219K +$422 +2 +0.1%
CFG
1180
Cooper Financial Group
California
$219K +$43.9K +208 +16%
FLI
1181
Family Legacy Inc
South Carolina
$218K +$2.11K +10 +0.7%
BCI
1182
Brinker Capital Investments
Pennsylvania
$217K -$12.9K -61 -4%
CAL
1183
Capital Advisors Ltd
Ohio
$217K -$2.74K -13 -0.9%
SIP
1184
Stoneridge Investment Partners
Pennsylvania
$217K – – –
VWA
1185
Visionary Wealth Advisors
Illinois
$214K -$2.53K -12 -0.8%
WFA
1186
Wipfli Financial Advisors
Wisconsin
$214K +$302K +1,433 New
MIM
1187
MTM Investment Management
South Carolina
$213K – – –
SAF
1188
Smith Anglin Financial
Texas
$213K +$5.28K +25 +2%
FFWM
1189
Future Financial Wealth Management
Ohio
$212K – – –
BWA
1190
BDO Wealth Advisors
Florida
$211K -$119K -565 -28%
QI
1191
Qtron Investments
Massachusetts
$210K – – –
SIA
1192
Strategic Investment Advisors
Michigan
$209K -$295K -1,399 -50%
BDF
1193
Balasa Dinverno & Foltz
$209K -$206K -975 -41%
ESB
1194
Essex Savings Bank
Connecticut
$209K +$297K +1,409 New
MHS
1195
M Holdings Securities
Oregon
$208K -$6.54K -31 -2%
CCG
1196
Cypress Capital Group
Florida
$208K – – –
WCM
1197
Weik Capital Management
Pennsylvania
$207K -$69.6K -330 -19%
SWM
1198
Shelton Wealth Management
Texas
$205K – – –
QC
1199
QCM Cayman
Texas
$205K +$291K +1,380 New
VST
1200
Van Strum & Towne
California
$203K – – –
46 47
48
49 50