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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2301
Alta Advisers
United Kingdom
$936K – – –
WCM
2302
Winthrop Capital Management
Indiana
$936K +$836K +2,700 New
NBT
2303
Northwest Bank & Trust
Iowa
$935K +$836K +2,698 New
FWP
2304
Falcon Wealth Planning
California
$935K +$517K +1,671 +163%
FAG
2305
Fortitude Advisory Group
Washington
$934K -$14.9K -48 -2%
FH
2306
FWG Holdings
Florida
$934K +$61.6K +199 +8%
KIA
2307
KLR Investment Advisors
Rhode Island
$933K +$22.6K +73 +3%
WQ
2308
Wealth Quarterback
New Jersey
$933K +$131K +424 +19%
SPWG
2309
Syntegra Private Wealth Group
Missouri
$933K -$6.19K -20 -0.7%
PG
2310
Patten Group
Tennessee
$932K -$46.1K -149 -5%
MAM
2311
McLean Asset Management
Virginia
$932K -$36.9K -119 -4%
ACP
2312
Aveo Capital Partners
Colorado
$931K +$37.8K +122 +5%
PCMC
2313
Private Capital Management (Colorado)
Colorado
$930K +$12.1K +39 +1%
CB
2314
Centennial Bank
Arkansas
$930K +$5.57K +18 +0.7%
RIM
2315
Redwood Investment Management
Arizona
$929K -$103K -331 -11%
FBB
2316
Fulton Breakefield Broenniman
Maryland
$928K +$46.8K +151 +6%
BSC
2317
Brown Shipley & Co
United Kingdom
$927K -$310 -1 -0%
SNB
2318
Security National Bank
Nebraska
$926K +$106K +342 +15%
DTL
2319
Dynamic Technology Lab
Singapore
$924K +$826K +2,666 New
BCM
2320
Birmingham Capital Management
Alabama
$924K – – –
FUBT
2321
First United Bank & Trust
Maryland
$920K -$74.6K -241 -8%
MIM
2322
Merrion Investment Management
New Jersey
$920K -$63.5K -205 -7%
EIG
2323
Ellenbecker Investment Group
Wisconsin
$920K -$56.7K -183 -6%
JF
2324
JSF Financial
California
$919K +$19.8K +64 +2%
WKSWA
2325
White Knight Strategic Wealth Advisors
New Jersey
$919K – – –
91 92
93
94 95