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Name Holding Trade Value Shares
Change 		Change in
Stake
TPWM
2501
Torrey-Payne Wealth Management
California
$910K +$863K +2,355 New
HI
2502
Human Investing
Oregon
$910K -$114K -312 -11%
IA
2503
IFG Advisors
Missouri
$910K +$1.47K +4 +0.2%
HDIM
2504
Hanson & Doremus Investment Management
Vermont
$908K – – –
KSWWM
2505
Keyes Stange & Wooten Wealth Management
Florida
$907K -$30.4K -83 -3%
FBB
2506
Fulton Breakefield Broenniman
Maryland
$906K -$60.4K -165 -6%
WA
2507
WealthTrust Axiom
Pennsylvania
$902K -$20.9K -57 -2%
FPWM
2508
FSB Premier Wealth Management
Iowa
$901K -$17.9K -49 -2%
CFS
2509
Coordinated Financial Services
Colorado
$899K -$9.52K -26 -1%
FFA
2510
Fragasso Financial Advisors
Pennsylvania
$898K -$21.2K -58 -2%
FUBT
2511
First United Bank & Trust
Maryland
$897K -$7.33K -20 -0.8%
JCM
2512
Jacobsen Capital Management
Utah
$897K -$35.5K -97 -4%
S
2513
Sunpointe
Missouri
$896K +$27.8K +76 +3%
UWP
2514
Uniting Wealth Partners
Kansas
$894K +$14.3K +39 +2%
DWMS
2515
Dominguez Wealth Management Solutions
Virginia
$894K +$9.52K +26 +1%
SEP
2516
Southland Equity Partners
Missouri
$894K +$6.96K +19 +0.7%
GP
2517
Guardian Partners
Canada
$894K +$155K +422 +22%
JLBC
2518
J.L. Bainbridge & Co
Florida
$893K – – –
PAA
2519
Peregrine Asset Advisers
Oregon
$892K -$35.5K -97 -4%
EIP
2520
Ellis Investment Partners
Pennsylvania
$892K +$4.03K +11 +0.4%
PAM
2521
Paradigm Asset Management
New York
$891K -$36.6K -100 -4%
SHA
2522
Seneca House Advisors
Virginia
$890K -$2.84M -7,766 -75%
TFA
2523
Trinity Financial Advisors
Ohio
$889K -$40.7K -111 -4%
WCM
2524
Windsor Capital Management
Arizona
$888K +$11.4K +31 +1%
DA
2525
Detalus Advisors
Missouri
$887K +$18.7K +51 +2%
99 100
101
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