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Name Holding Trade Value Shares
Change 		Change in
Stake
WDG
2051
Wealth Dimensions Group
Ohio
$908K +$6.89K +25 +0.8%
OL
2052
Optas LLC
Texas
$906K +$88.2K +320 +12%
CMI
2053
Clare Market Investments
Texas
$904K -$323K -1,171 -28%
DBG
2054
De Burlo Group
Massachusetts
$899K – – –
PRWA
2055
Platte River Wealth Advisors
Colorado
$897K -$40K -145 -5%
DIA
2056
Davidson Investment Advisors
Montana
$894K -$45.5K -165 -5%
WW
2057
Westshore Wealth
California
$892K +$806K +2,923 New
NP
2058
NorthRock Partners
Minnesota
$890K -$36.1K -131 -4%
TCPWM
2059
Traverso Chambers Private Wealth Management
California
$890K – – –
SDAM
2060
Shulman DeMeo Asset Management
New York
$888K +$276 +1 +0%
HA
2061
HC Advisors
Georgia
$888K +$25.6K +93 +3%
PLFAM
2062
Pineno Levin & Ford Asset Management
Virginia
$887K +$41.3K +150 +5%
AC
2063
Apella Capital
Connecticut
$886K +$3.31K +12 +0.4%
FA
2064
Fiducient Advisors
Illinois
$884K +$13.8K +50 +2%
PP
2065
PDS Planning
Ohio
$884K +$28.9K +105 +4%
NSB
2066
Norway Savings Bank
Maine
$883K – – –
LFG
2067
Larson Financial Group
Missouri
$883K +$5.24K +19 +0.7%
RWP
2068
Ridgecrest Wealth Partners
California
$883K +$797K +2,892 New
GAG
2069
GM Advisory Group
New York
$882K -$238K -864 -23%
JFA
2070
JNBA Financial Advisors
Minnesota
$880K +$38.6K +140 +5%
CCIA
2071
Campbell & Co Investment Adviser
Maryland
$880K +$795K +2,884 New
ABTD
2072
Arvest Bank Trust Division
Oklahoma
$877K -$43.5K -158 -5%
AFAS
2073
Acorn Financial Advisory Services
Virginia
$876K +$7.99K +29 +1%
KIM
2074
Karpus Investment Management
New York
$874K +$294K +1,066 +59%
PPP
2075
Private Portfolio Partners
New Jersey
$872K +$276 +1 +0%
81 82
83
84 85