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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2051
CCG Wealth Management
California
$419K -$1.54K -7 -0.3%
ATWA
2052
Arbor Trust Wealth Advisors
Michigan
$418K +$439 +2 +0.1%
GAG
2053
GM Advisory Group
New York
$418K +$11K +50 +2%
SAS
2054
Stelac Advisory Services
New York
$417K +$252K +1,149 +106%
WCM
2055
Wedge Capital Management
North Carolina
$415K -$13.8K -63 -3%
SIA
2056
Strategic Investment Advisors
Michigan
$415K +$70K +319 +17%
HWMG
2057
Hurlow Wealth Management Group
Indiana
$413K – – –
MCM
2058
McRae Capital Management
New Jersey
$412K +$11K +50 +2%
CWM
2059
Circle Wealth Management
New Jersey
$411K +$18K +82 +4%
FMTCOCP
2060
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$409K -$27.4K -125 -5%
PFG
2061
Piershale Financial Group
Illinois
$407K +$3.73K +17 +0.8%
PCMC
2062
Paragon Capital Management (Colorado)
Colorado
$407K +$17.1K +78 +4%
BOS
2063
Bingham Osborn & Scarborough
California
$406K -$164K -749 -26%
FI
2064
Fosun International
China
$406K -$138K -630 -23%
PSP
2065
Principal Street Partners
Tennessee
$405K -$715K -3,259 -60%
DW
2066
Domani Wealth
Pennsylvania
$405K -$75.7K -345 -14%
CF
2067
Copperwynd Financial
Arizona
$405K +$3.29K +15 +0.7%
SIC
2068
Sigma Investment Counselors
Michigan
$403K – – –
GC
2069
Gilbert & Cook
Iowa
$403K +$13.4K +61 +3%
JF
2070
JSF Financial
California
$403K +$19.3K +88 +4%
KFA
2071
Krane Funds Advisors
New York
$400K -$75.5K -344 -14%
SHJ
2072
Sharkey, Howes & Javer
Colorado
$399K +$10.5K +48 +2%
UC
2073
Unio Capital
New Jersey
$398K +$92.9K +423 +25%
BCM
2074
Birmingham Capital Management
Alabama
$397K – – –
GAM
2075
Gould Asset Management
California
$397K +$65.9K +300 +16%
81 82
83
84 85