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Name Holding Trade Value Shares
Change 		Change in
Stake
CFMC
1301
Curbstone Financial Management Corp
New Hampshire
$1.02M +$87.5K +1,900 +9%
MFWM
1302
Motley Fool Wealth Management
Virginia
$1.01M -$68.1K -1,478 -6%
KOMWMG
1303
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.01M +$73.3K +1,591 +8%
OFG
1304
OmniStar Financial Group
North Carolina
$1.01M +$298K +6,462 +40%
V
1305
VeraBank
Texas
$1.01M -$11.5K -250 -1%
CPSAC
1306
Chas P. Smith & Associates (CPS)
Florida
$1.01M -$106K -2,295 -9%
CBTWT
1307
Community Bank & Trust (Waco, Texas)
Texas
$1M +$40.5K +879 +4%
CT
1308
Coastline Trust
Rhode Island
$1M +$4.14K +90 +0.4%
MC
1309
Martin & Co
Tennessee
$1M -$691 -15 -0.1%
WANY
1310
Wealthspire Advisors (New York)
New York
$1M -$4.98M -108,211 -83%
CWM
1311
Chesapeake Wealth Management
Virginia
$1M -$270K -5,870 -21%
BJL
1312
Brighton Jones LLC
Washington
$1M -$136K -2,954 -12%
IMRF
1313
Illinois Municipal Retirement Fund
Illinois
$1M -$374K -8,127 -27%
IFG
1314
Independent Financial Group
California
$997K -$13.1K -285 -1%
BOPW
1315
Brandywine Oak Private Wealth
Pennsylvania
$995K -$106K -2,302 -9%
MWM
1316
Mission Wealth Management
California
$994K +$144K +3,117 +16%
PCA
1317
Peddock Capital Advisors
Massachusetts
$991K – – –
ST
1318
Spinnaker Trust
Maine
$989K +$7.83K +170 +0.8%
FHB
1319
First Hawaiian Bank
Hawaii
$985K -$1.4M -30,287 -58%
NSAM
1320
North Star Asset Management
Wisconsin
$985K +$297K +6,440 +41%
HWA
1321
Heritage Wealth Advisors
Virginia
$981K -$24.7K -536 -2%
FI
1322
FormulaFolio Investments
Michigan
$978K +$408K +8,863 +68%
BCMO
1323
Buckingham Capital Management (Ohio)
Ohio
$977K +$75.9K +1,648 +8%
WBC
1324
West Branch Capital
Massachusetts
$977K +$414K +8,991 +70%
FPCG
1325
Fort Pitt Capital Group
Pennsylvania
$974K -$83.3K -1,808 -8%
51 52
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