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Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
2101
Cannon Financial Strategists
Georgia
$1.4M +$366 +1 +0%
MPM
2102
Meritage Portfolio Management
Kansas
$1.4M -$123K -337 -8%
BONH
2103
Bank of New Hampshire
New Hampshire
$1.4M -$46.9K -128 -3%
CIEC
2104
Crédit Industriel et Commercial
France
$1.4M +$929K +2,536 +167%
IIM
2105
Ipswich Investment Management
Massachusetts
$1.4M -$18.3K -50 -1%
WHC
2106
Wulff, Hansen & Co
California
$1.39M – – –
DI
2107
Diligent Investors
California
$1.39M -$364K -993 -20%
KCFA
2108
Key Client Fiduciary Advisors
New Jersey
$1.39M -$53.8K -147 -4%
CAL
2109
Capital Advisors Ltd
Ohio
$1.39M -$238K -649 -14%
AAG
2110
Armstrong Advisory Group
Massachusetts
$1.39M +$66.3K +181 +5%
1IA
2111
1834 Investment Advisors
Wisconsin
$1.39M -$622K -1,698 -30%
TAM
2112
Townsend Asset Management
North Carolina
$1.39M -$63K -172 -4%
SP
2113
SmartHarvest Portfolios
Washington
$1.39M +$1.48M +4,041 New
BEAM
2114
Baker Ellis Asset Management
Washington
$1.38M -$73.3K -200 -5%
EGWAG
2115
Elwood & Goetz Wealth Advisory Group
Georgia
$1.38M -$38.8K -106 -3%
TWP
2116
Triad Wealth Partners
Kansas
$1.38M +$237K +647 +19%
BOJHT
2117
Bank of Jackson Hole Trust
Wyoming
$1.38M -$59K -161 -4%
DWM
2118
Denver Wealth Management
Colorado
$1.38M -$38.1K -104 -3%
SSCA
2119
South Shore Capital Advisors
Massachusetts
$1.38M +$1.47M +4,004 New
LI
2120
Louisbourg Investments
New Brunswick, Canada
$1.38M – – –
BI
2121
Bramshill Investments
Florida
$1.38M +$183K +500 +14%
TVAMP
2122
Tennessee Valley Asset Management Partners
Tennessee
$1.37M +$223K +608 +18%
PW
2123
PUREfi Wealth
Massachusetts
$1.37M +$322K +878 +28%
HR
2124
Howe & Rusling
New York
$1.37M +$178K +485 +14%
NA
2125
Navellier & Associates
Nevada
$1.37M +$319K +870 +28%
83 84
85
86 87