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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1601
Windsor Wealth Management
Indiana
$695K -$4.66K -26 -0.6%
SFG
1602
StrategIQ Financial Group
Indiana
$694K +$230K +1,282 +47%
CAM
1603
Covenant Asset Management
New Jersey
$693K – – –
JMFC
1604
J.M. Forbes & Co
Massachusetts
$693K – – –
BWM
1605
Buckley Wealth Management
Nevada
$692K +$8.79K +49 +1%
BIA
1606
Bigelow Investment Advisors
Maine
$690K -$4.84K -27 -0.7%
DT
1607
Diversified Trust
Tennessee
$688K +$3.05K +17 +0.4%
IAM
1608
Integre Asset Management
New York
$687K – – –
TCB
1609
Texas Capital Bancshares
Texas
$686K +$208K +1,160 +41%
SBWM
1610
Sunflower Bank Wealth Management
Arizona
$684K -$30.5K -170 -4%
CCM
1611
Canal Capital Management
Virginia
$684K +$26.5K +148 +4%
PIA
1612
Pinion Investment Advisors
Kansas
$684K +$139K +773 +24%
DIA
1613
Davidson Investment Advisors
Montana
$683K – – –
PWA
1614
Providence Wealth Advisors
Illinois
$683K +$8.97K +50 +1%
WPW
1615
Winthrop Partners - WNY
New York
$680K -$660K -3,678 -48%
JFA
1616
Johanson Financial Advisors
California
$677K +$40.9K +228 +6%
NDSI
1617
Newman Dignan & Sheerar Inc
Rhode Island
$676K -$8.61K -48 -1%
FNT
1618
First Nebraska Trust
Nebraska
$672K +$702K +3,912 New
IC
1619
InterOcean Capital
Illinois
$671K +$55.1K +307 +9%
FP
1620
Foundry Partners
Minnesota
$670K -$130K -725 -16%
SHWM
1621
Smith & Howard Wealth Management
Georgia
$670K -$67.2K -375 -9%
FIM
1622
Frontier Investment Management
Texas
$670K +$170K +946 +32%
B
1623
Bridgeworth
Alabama
$669K +$3.59K +20 +0.4%
NPA
1624
Nichols & Pratt Advisers
Massachusetts
$667K – – –
CPO
1625
Cerity Partners OCIO
New York
$665K -$34.6K -193 -5%
63 64
65
66 67