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Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
2076
Oxford Financial Group
Indiana
$949K +$52.3K +177 +5%
LFG
2077
Larson Financial Group
Missouri
$947K -$8.56K -29 -0.8%
FWM
2078
Fairhaven Wealth Management
Illinois
$946K +$26K +88 +3%
RCM
2079
Raleigh Capital Management
North Carolina
$945K +$54K +183 +6%
DWM
2080
Dorchester Wealth Management
Quebec, Canada
$945K +$179K +605 +21%
BL
2081
Balentine LLC
Georgia
$943K +$96.2K +326 +10%
KIG
2082
Kowal Investment Group
Wisconsin
$943K +$140K +474 +16%
CCM
2083
Cox Capital Management
Massachusetts
$942K +$14.2K +48 +1%
TIA
2084
Tiemann Investment Advisors
California
$941K -$11.2K -38 -1%
AWM
2085
Aprio Wealth Management
Georgia
$939K +$306K +1,036 +43%
FWM
2086
Fingerlakes Wealth Management
New York
$938K -$5.91K -20 -0.6%
HL
2087
HeadInvest LLC
Maine
$938K +$51.7K +175 +5%
CA
2088
CGN Advisors
Kansas
$938K +$186K +629 +23%
SIC
2089
Sigma Investment Counselors
Michigan
$938K +$201K +680 +25%
MWM
2090
Maltin Wealth Management
New Jersey
$936K -$20.7K -70 -2%
AWG
2091
Altus Wealth Group
Colorado
$935K +$20.1K +68 +2%
SAM
2092
Summit Asset Management
Tennessee
$935K +$40.7K +138 +4%
PHS
2093
Pekin Hardy Strauss
Illinois
$934K +$37.5K +127 +4%
DMC
2094
Drexel Morgan & Co
Pennsylvania
$933K – – –
PPG
2095
Peak Planning Group
Colorado
$932K +$1M +3,400 New
CI
2096
Cavalier Investments
Georgia
$931K -$153K -519 -13%
PG
2097
Patten Group
Tennessee
$928K -$70.3K -238 -7%
JLBC
2098
J.L. Bainbridge & Co
Florida
$927K -$15.4K -52 -2%
FCA
2099
FLC Capital Advisors
California
$925K +$590 +2 +0.1%
BCM
2100
Boltwood Capital Management
California
$924K -$13.3K -45 -1%
82 83
84
85 86