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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2176
Massachusetts Wealth Management
Massachusetts
$695K – – –
ADEF
2177
ABS Direct Equity Fund
Connecticut
$694K -$489K -4,831 -97%
AIM
2178
ABS Investment Management
Connecticut
$694K +$14.2K +140 New
LFM
2179
LGT Fund Management
Liechtenstein
$692K -$6.29M -62,156 -93%
WAN
2180
Wealth Advisors Northwest
Oregon
$692K +$501K +4,954 New
WWC
2181
Waypoint Wealth Counsel
Georgia
$689K -$1.45M -14,370 -74%
DCP
2182
DSM Capital Partners
Florida
$689K -$80.2K -793 -14%
SI
2183
Saxon Interests
Texas
$688K +$498K +4,926 New
HR
2184
Howe & Rusling
New York
$687K +$24.3K +240 +5%
CIAS
2185
CFS Investment Advisory Services
New Jersey
$687K +$18.3K +181 +3%
AP
2186
Atwood & Palmer
Missouri
$685K -$172K -1,696 -26%
CAM
2187
CPA Asset Management
Florida
$684K – – –
NC
2188
NovaPoint Capital
Georgia
$683K +$495K +4,895 New
CWA
2189
Consilio Wealth Advisors
Washington
$682K +$22.1K +219 +5%
AA
2190
Apriem Advisors
California
$681K -$84.9K -840 -15%
IF
2191
Ironwood Financial
Arizona
$679K +$72.7K +719 +12%
WJS
2192
William John Sempolinski
Massachusetts
$677K +$490K +4,850 New
ASG
2193
Ariston Services Group
California
$677K +$490K +4,848 New
OPTFSNA
2194
Old Point Trust & Financial Services N A
Virginia
$675K +$28.8K +285 +6%
WIM
2195
Warwick Investment Management
Texas
$673K +$488K +4,823 New
IPW
2196
Impact Partnership Wealth
Georgia
$672K +$487K +4,816 New
RFS
2197
Richardson Financial Services
Massachusetts
$672K +$60.9K +602 +14%
FNB
2198
Farmers National Bank
Kentucky
$671K -$4.65K -46 -0.9%
TC
2199
T3 Companies
New York
$668K -$396K -3,914 -45%
TWM
2200
Trueblood Wealth Management
Ohio
$668K -$12.6K -125 -3%
86 87
88
89 90