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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
2076
Cascade Investment Advisors
Oregon
$1.09M – – –
MPM
2077
Meritage Portfolio Management
Kansas
$1.09M +$8.22K +27 +0.8%
PEA
2078
Park Edge Advisors
Ohio
$1.09M +$1.05M +3,460 New
WWMSC
2079
Wagner Wealth Management (South Carolina)
South Carolina
$1.09M +$150K +492 +17%
D
2080
Diversified
Delaware
$1.09M +$47.8K +157 +5%
HL
2081
HeadInvest LLC
Maine
$1.09M -$2.44K -8 -0.2%
SPWM
2082
Schrum Private Wealth Management
Florida
$1.08M -$914 -3 -0.1%
WIC
2083
Wilkins Investment Counsel
Massachusetts
$1.08M -$457K -1,500 -31%
KIG
2084
Kowal Investment Group
Wisconsin
$1.08M +$32.6K +107 +3%
FWM
2085
Fairhaven Wealth Management
Illinois
$1.07M – – –
RCG
2086
Regatta Capital Group
California
$1.07M +$149K +489 +17%
DMC
2087
Drexel Morgan & Co
Pennsylvania
$1.07M – – –
FWM
2088
Fingerlakes Wealth Management
New York
$1.07M +$2.44K +8 +0.2%
TFA
2089
Triad Financial Advisors
North Carolina
$1.07M -$16.8K -55 -2%
PCI
2090
Planning Center Inc
Illinois
$1.07M – – –
EW
2091
Evoke Wealth
California
$1.07M -$113K -372 -10%
TIA
2092
Tiemann Investment Advisors
California
$1.07M +$10.7K +35 +1%
FBB
2093
Fulton Breakefield Broenniman
Maryland
$1.07M +$208K +684 +25%
SSWG
2094
Seven Springs Wealth Group
Tennessee
$1.07M -$27.1K -89 -3%
WCG
2095
Weaver Consulting Group
California
$1.07M +$189K +619 +22%
WEPOG
2096
Wealth Enhancement & Preservation of GA
Georgia
$1.06M +$140K +461 +16%
TIM
2097
Tortoise Investment Management
New York
$1.06M -$113K -370 -10%
OW
2098
Olistico Wealth
Oklahoma
$1.06M +$1.02M +3,361 New
WFI
2099
West Family Investments
California
$1.06M -$305 -1 -0%
MCM
2100
Morton Capital Management
California
$1.06M +$30.5K +100 +3%
82 83
84
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