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Name Holding Trade Value Shares
Change 		Change in
Stake
WDL
1626
Well Done LLC
Michigan
$137K – – –
NEGWA
1627
New England Guild Wealth Advisors
Connecticut
$137K +$133 +2 +0.1%
MPIA
1628
Mountain Pacific Investment Advisers
Idaho
$137K +$136K +2,045 New
DWM
1629
Dorchester Wealth Management
Quebec, Canada
$136K -$8.07K -121 -6%
AWM
1630
Accurate Wealth Management
Florida
$136K +$135K +2,020 New
5L
1631
55I LLC
Massachusetts
$136K +$135K +2,024 New
GCC
1632
Game Creek Capital
Massachusetts
$135K -$83.7K -1,254 -38%
CCM
1633
Coe Capital Management
Illinois
$135K -$33.5K -502 -20%
FCH
1634
Freestone Capital Holdings
Washington
$135K -$2.33K -35 -2%
FEG
1635
Fund Evaluation Group
Ohio
$135K – – –
BAMG
1636
Brand Asset Management Group
Missouri
$135K +$6K +90 +5%
CH
1637
Canton Hathaway
Rhode Island
$135K +$134K +2,006 New
RMCM
1638
Reynders McVeigh Capital Management
Massachusetts
$135K +$134K +2,014 New
WWMSC
1639
Wagner Wealth Management (South Carolina)
South Carolina
$134K +$24.5K +367 +23%
SAM
1640
S.A. Mason
Michigan
$132K – – –
Q
1641
QVR
California
$131K +$131K +1,959 New
PJSIMP
1642
P.J. Schmidt Investment Management (PJS)
Wisconsin
$131K +$138K +2,068 New
PWS
1643
Paragon Wealth Strategies
Florida
$129K +$128K +1,923 New
SOW
1644
State of Wyoming
Wyoming
$126K -$38.7K -580 -24%
CA
1645
Centerpoint Advisors
Massachusetts
$126K – – –
TCM
1646
TD Capital Management
Tennessee
$125K – – –
WLPWM
1647
Walled Lake Planning & Wealth Management
Illinois
$125K – – –
MPWT
1648
MassMutual Private Wealth & Trust
Connecticut
$122K +$5.94K +89 +5%
RCG
1649
Rock Creek Group
District of Columbia
$122K +$30.2K +453 +33%
JMF
1650
Johnson Midwest Financial
Iowa
$121K +$1.94K +29 +2%
64 65
66
67 68