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Name Holding Trade Value Shares
Change 		Change in
Stake
SPFA
1426
Summit Place Financial Advisors
New Jersey
$1.68M +$60.1K +900 +4%
MFA
1427
Mayflower Financial Advisors
Massachusetts
$1.68M -$33.3K -499 -2%
RCM
1428
Raleigh Capital Management
North Carolina
$1.67M -$569K -8,518 -27%
LAM
1429
Lummis Asset Management
Texas
$1.67M +$571K +8,550 +58%
CFD
1430
Creative Financial Designs
Indiana
$1.65M +$174K +2,603 +13%
CWM
1431
Chesapeake Wealth Management
Virginia
$1.65M -$36.9K -552 -2%
DI
1432
Diligent Investors
California
$1.64M -$466K -6,981 -23%
FBFS
1433
First Business Financial Services
Wisconsin
$1.64M -$68.6K -1,027 -4%
PWSG
1434
Pacific Wealth Strategies Group
California
$1.64M +$31.3K +468 +2%
SCM
1435
Stevens Capital Management
Pennsylvania
$1.64M +$1.16M +17,375 +318%
BFC
1436
Bedel Financial Consulting
Indiana
$1.63M +$6.95K +104 +0.5%
HCM
1437
Howard Capital Management
Georgia
$1.63M -$216K -3,238 -12%
CA
1438
Carson Advisory
Georgia
$1.63M -$65.4K -980 -4%
TIM
1439
Tevis Investment Management
Texas
$1.63M – – –
NERM
1440
New England Research & Management
Illinois
$1.63M -$45.1K -675 -3%
SCA
1441
Sandy Cove Advisors
Massachusetts
$1.62M +$32.4K +485 +2%
CFFP
1442
Center for Financial Planning
Michigan
$1.62M -$13.4K -200 -0.9%
HNWAG
1443
High Net Worth Advisory Group
Florida
$1.62M -$22.8K -341 -1%
SWM
1444
Segment Wealth Management
Texas
$1.62M -$34.9K -522 -2%
GPA
1445
Garrison Point Advisors
California
$1.62M +$45.5K +681 +3%
ESB
1446
Essex Savings Bank
Connecticut
$1.62M +$139K +2,085 +10%
BOPW
1447
Brandywine Oak Private Wealth
Pennsylvania
$1.62M -$63.6K -952 -4%
CFP
1448
Catalyst Financial Partners
Massachusetts
$1.62M +$62.4K +934 +4%
BIG
1449
Brookwood Investment Group
Arizona
$1.61M +$1.5M +22,499 New
I
1450
INVST
Indiana
$1.61M -$711K -10,648 -32%
56 57
58
59 60