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Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
1326
Nations Financial Group
Iowa
$279K -$540K -2,251 -68%
NIM
1327
Northeast Investment Management
Massachusetts
$279K -$250K -1,042 -49%
MFW
1328
Meristem Family Wealth
Minnesota
$279K +$240 +1 +0.1%
GDP
1329
Great Diamond Partners
Maine
$278K – – –
OIS
1330
Okabena Investment Services
Minnesota
$278K – – –
HA
1331
Harbor Advisors
Florida
$277K – – –
TCM
1332
Tradewinds Capital Management
Washington
$277K – – –
RAM
1333
Redmond Asset Management
Virginia
$276K – – –
FA
1334
Faithward Advisors
Pennsylvania
$274K -$3.6K -15 -1%
BFC
1335
Bedel Financial Consulting
Indiana
$274K +$6.24K +26 +3%
BTWM
1336
Baker Tilly Wealth Management
Wisconsin
$273K +$1.68K +7 +0.7%
JSL
1337
JT Stratford LLC
Georgia
$273K +$12.5K +52 +5%
CWC
1338
Carolinas Wealth Consulting
North Carolina
$273K +$90.2K +376 +55%
BJL
1339
Brighton Jones LLC
Washington
$272K -$108K -452 -30%
HR
1340
Howe & Rusling
New York
$272K -$60K -250 -19%
BI
1341
Ballast Inc
Kentucky
$272K -$6.72K -28 -3%
AWA
1342
Arete Wealth Advisors
Illinois
$272K +$253K +1,053 New
LF
1343
Lee Financial
Texas
$271K +$240 +1 +0.1%
RPWA
1344
Regent Peak Wealth Advisors
Georgia
$271K +$10.1K +42 +4%
CCB
1345
Cutter & Co Brokerage
Missouri
$270K +$24.2K +101 +11%
PI
1346
Putnam Investments
Massachusetts
$269K -$960 -4 -0.4%
BC
1347
Burleson & Co
California
$269K – – –
GAG
1348
GM Advisory Group
New York
$269K – – –
AIA
1349
Angeles Investment Advisors
California
$269K +$29K +121 +13%
DCM
1350
Donaldson Capital Management
Indiana
$268K -$2.4K -10 -1%
52 53
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55 56