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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1951
SHP Wealth Management
Massachusetts
$1.7M +$1.81M +4,942 New
EM
1952
Excalibur Management
Massachusetts
$1.7M -$3.3K -9 -0.2%
FFO
1953
Fortitude Family Office
Arizona
$1.7M -$1.47K -4 -0.1%
PFSC
1954
Peoples Financial Services Corp
Pennsylvania
$1.69M -$78.4K -214 -4%
YCG
1955
Yeomans Consulting Group
Georgia
$1.69M +$261K +713 +17%
AA
1956
Altman Advisors
Illinois
$1.68M -$35.2K -96 -2%
CST
1957
Charles Schwab Trust
Nevada
$1.68M -$80.6K -220 -4%
MCA
1958
Millennium Capital Advisors
Arkansas
$1.68M +$51.6K +141 +3%
IF
1959
Ironwood Financial
Arizona
$1.67M -$13.2K -36 -0.8%
AIM
1960
Acropolis Investment Management
Missouri
$1.67M -$144K -392 -7%
JWWM
1961
Johnson & White Wealth Management
Pennsylvania
$1.67M +$82K +224 +5%
EFG
1962
Ethos Financial Group
Pennsylvania
$1.67M -$256K -699 -13%
DMBA
1963
Deseret Mutual Benefit Administrators
Utah
$1.67M +$106K +289 +6%
PFM
1964
Potomac Fund Management
Florida
$1.66M -$23.1K -63 -1%
KCM
1965
Kerusso Capital Management
North Carolina
$1.66M -$1.15M -3,136 -39%
ML
1966
McAdam LLC
Pennsylvania
$1.66M +$6.96K +19 +0.4%
HAC
1967
Harbor Advisory Corp
New Hampshire
$1.66M -$1.47K -4 -0.1%
RE
1968
Rydar Equities
Texas
$1.66M +$63.7K +174 +4%
IFWM
1969
Institute for Wealth Management
Colorado
$1.66M -$95.6K -261 -5%
SA
1970
Sovran Advisors
California
$1.66M -$86.4K -236 -5%
HBT
1971
Heartland Bank & Trust
Illinois
$1.65M -$251K -685 -12%
GLR
1972
Great Lakes Retirement
Ohio
$1.65M -$466K -1,272 -21%
MWC
1973
MBM Wealth Consultants
Missouri
$1.65M +$29.7K +81 +2%
RIA
1974
Richwood Investment Advisors
Ohio
$1.65M +$73.3K +200 +5%
KNW
1975
Kesler Norman & Wride
Utah
$1.65M +$76.9K +210 +5%
77 78
79
80 81