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Name Holding Trade Value Shares
Change 		Change in
Stake
IJWM
1301
Inman Jager Wealth Management
Mississippi
$1.95M +$119K +438 +6%
DWM
1302
Destination Wealth Management
California
$1.94M +$348K +1,285 +19%
AWM
1303
Accurate Wealth Management
Florida
$1.94M +$149K +550 +7%
BIG
1304
Boothe Investment Group
Delaware
$1.94M +$189K +697 +10%
DSC
1305
Duncker Streett & Co
Missouri
$1.94M – – –
RMP
1306
Richards, Merrill & Peterson
Washington
$1.94M +$104K +385 +5%
AIA
1307
Affinity Investment Advisors
California
$1.94M +$297K +1,099 +16%
RBA
1308
Richard Bernstein Advisors
New York
$1.93M – – –
FNBTCON
1309
First National Bank & Trust Co of Newtown
Pennsylvania
$1.93M -$194K -718 -8%
TPI
1310
Trust Point Inc
Wisconsin
$1.92M -$269K -994 -11%
BC
1311
Broadwater Capital
Massachusetts
$1.91M – – –
SDAM
1312
Shulman DeMeo Asset Management
New York
$1.91M -$20.8K -77 -1%
CFSG
1313
Clark Financial Services Group
Missouri
$1.9M -$80.9K -299 -4%
WJS
1314
William John Sempolinski
Massachusetts
$1.9M -$487K -1,800 -19%
TWA
1315
TCI Wealth Advisors
Arizona
$1.89M +$143K +528 +7%
WFMPM
1316
Woodley Farra Manion Portfolio Management
Indiana
$1.89M -$4.6K -17 -0.2%
NG
1317
Norden Group
Utah
$1.88M -$117K -434 -5%
WC
1318
Wynn Capital
Georgia
$1.87M -$23K -85 -1%
WF
1319
Warner Financial
Maryland
$1.87M +$812 +3 +0%
SVCP
1320
Silicon Valley Capital Partners
California
$1.87M +$397K +1,468 +24%
WDC
1321
Woodward Diversified Capital
California
$1.86M +$35.2K +130 +2%
JCFM
1322
JBR Co Financial Management
Oklahoma
$1.85M – – –
FWP
1323
FAS Wealth Partners
Kansas
$1.84M +$23.3K +86 +1%
KNW
1324
Kesler Norman & Wride
Utah
$1.84M +$302K +1,115 +17%
SAM
1325
Steinberg Asset Management
New York
$1.83M -$271 -1 -0%
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