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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1701
Baystate Wealth Management
Massachusetts
$641K +$1.1K +6 +0.2%
FIG
1702
FundX Investment Group
California
$639K – – –
MC
1703
Machina Capital
France
$639K +$263K +1,436 +76%
LA
1704
Lynch & Associates
Indiana
$638K +$4.59K +25 +0.8%
LIA
1705
LBMC Investment Advisors
Tennessee
$636K -$79.6K -434 -12%
MFW
1706
Meristem Family Wealth
Minnesota
$636K -$4.59K -25 -0.7%
MIM
1707
Miller Investment Management
Pennsylvania
$632K – – –
JFA
1708
JNBA Financial Advisors
Minnesota
$632K +$195K +1,062 +48%
PWPS
1709
Pinnacle Wealth Planning Services
Ohio
$630K -$7.34K -40 -1%
AIS
1710
American Investment Services
Massachusetts
$630K – – –
PG
1711
Patten Group
Tennessee
$629K -$2.75K -15 -0.5%
CF
1712
Centaurus Financial
California
$629K +$50.8K +277 +9%
RIA
1713
Regal Investment Advisors
Michigan
$628K -$182K -993 -23%
ACA
1714
Aptus Capital Advisors
Alabama
$628K +$600K +3,273 New
ACA
1715
Anchor Capital Advisors
Massachusetts
$627K -$18.3K -100 -3%
PA
1716
Probity Advisors
Texas
$625K -$30.8K -168 -5%
GLI
1717
Guardian Life Insurance
New York
$625K +$3.12K +17 +0.5%
DAM
1718
Doheny Asset Management
California
$623K +$596K +3,248 New
DI
1719
Diligent Investors
California
$622K +$148K +805 +33%
HA
1720
Hamel Associates
New Jersey
$622K +$250K +1,365 +73%
EM
1721
Excalibur Management
Massachusetts
$620K +$9.17K +50 +2%
AIA
1722
Allied Investment Advisors
Montana
$617K -$5.5K -30 -0.9%
AMM
1723
American Money Management
California
$617K +$18.7K +102 +3%
BB
1724
Bell Bank
North Dakota
$613K -$29.7K -162 -5%
LC
1725
Lincoln Capital
Nebraska
$610K +$1.28K +7 +0.2%
67 68
69
70 71