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Name Holding Trade Value Shares
Change 		Change in
Stake
BLAM
1951
Bourne Lent Asset Management
New York
$735K – – –
CWM
1952
Connecticut Wealth Management
Connecticut
$734K -$19.8K -333 -3%
FIM
1953
Fruth Investment Management
Texas
$734K -$14.9K -250 -2%
ACA
1954
Aptus Capital Advisors
Alabama
$732K -$33.9K -568 -5%
SWMG
1955
Strategic Wealth Management Group
Maryland
$730K -$3.1K -52 -0.5%
GC
1956
Gilbert & Cook
Iowa
$728K +$25.4K +427 +4%
LC
1957
Lindbrook Capital
California
$728K +$28.1K +471 +4%
PFGIA
1958
Patriot Financial Group Insurance Agency
Massachusetts
$727K -$4.17K -70 -0.6%
NAS
1959
Nicolet Advisory Services
Wisconsin
$727K +$21.9K +367 +3%
APW
1960
Aurora Private Wealth
New Jersey
$726K -$92.9K -1,559 -12%
AA
1961
Argent Advisors
Louisiana
$726K -$25.2K -423 -4%
BWP
1962
Baldwin Wealth Partners
Massachusetts
$725K +$265K +4,450 +65%
GIA
1963
Gladstone Institutional Advisory
Florida
$725K +$358K +6,015 +113%
CHJWM
1964
Carlton Hofferkamp & Jenks Wealth Management
Texas
$723K -$519K -8,715 -41%
NQWM
1965
Northwest Quadrant Wealth Management
Oregon
$722K +$40.5K +679 +6%
CA
1966
Claro Advisors
Massachusetts
$721K -$41.2K -692 -6%
LCM
1967
LCM Capital Management
Illinois
$721K -$18.8K -315 -3%
SWM
1968
Salvus Wealth Management
New Jersey
$721K +$40.2K +675 +7%
CP
1969
Camelot Portfolios
Ohio
$719K +$40.3K +676 +6%
MPPLM
1970
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$718K -$60.8K -1,021 -7%
EGA
1971
Eagle Global Advisors
Texas
$718K -$5.96K -100 -0.9%
TAIM
1972
TD Ameritrade Investment Management
Nebraska
$715K – – –
IIM
1973
Ironwood Investment Management
Massachusetts
$714K -$11.9K -200 -2%
RFG
1974
Range Financial Group
Oregon
$713K +$664K +11,135 New
SSG
1975
Summit Securities Group
New York
$710K -$11.9K -200 -2%
77 78
79
80 81