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Name Holding Trade Value Shares
Change 		Change in
Stake
SPP
3126
Single Point Partners
Massachusetts
$503K +$31.8K +81 +7%
HA
3127
Heartland Advisors
Wisconsin
$502K +$251K +639 +107%
CCMI
3128
Creative Capital Management Investments
California
$501K – – –
GC
3129
Garde Capital
Washington
$501K -$112K -284 -19%
BFA
3130
Brown Financial Advisory
Alabama
$501K +$72K +183 +17%
PWA
3131
Peterson Wealth Advisors
Utah
$501K -$10.2K -26 -2%
NCTC
3132
New Covenant Trust Company
Indiana
$500K – – –
NWA
3133
Navis Wealth Advisors
New York
$499K -$118K -300 -20%
CTB
3134
Country Trust Bank
Illinois
$499K +$3.15K +8 +0.7%
CPG
3135
Cornerstone Planning Group
New Jersey
$498K +$72.7K +185 +16%
KFS
3136
Keynote Financial Services
Connecticut
$497K – – –
BCFD
3137
Boit C.F. David
$496K – – –
GWM
3138
Gitterman Wealth Management
New Jersey
$495K +$286K +728 +147%
GC
3139
Gibson Capital
Pennsylvania
$495K +$19.7K +50 +4%
RCI
3140
RS Crum Inc
California
$494K – – –
PWMG
3141
Private Wealth Management Group
New Jersey
$494K -$393 -1 -0.1%
WAM
3142
Worth Asset Management
Texas
$493K +$244K +620 +104%
CFG
3143
Compton Financial Group
Maryland
$493K +$786 +2 +0.2%
LFG
3144
Lockerman Financial Group
California
$492K +$25.6K +65 +6%
AGA
3145
Arkos Global Advisors
Texas
$492K +$87.3K +222 +22%
CWM
3146
Cranbrook Wealth Management
Michigan
$492K -$10.6K -27 -2%
SWIG
3147
Strategic Wealth Investment Group
Kentucky
$491K +$476K +1,211 New
CFG
3148
Certior Financial Group
Pennsylvania
$491K -$14.2K -36 -3%
MEG
3149
Millstone Evans Group
Colorado
$491K -$18.1K -46 -4%
DP
3150
Denver PWM
Colorado
$490K – – –
124 125
126
127 128