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Name Holding Trade Value Shares
Change 		Change in
Stake
MLFP
1676
MPS Loria Financial Planners
Illinois
$281K +$1.73K +40 +0.6%
BWM
1677
BigSur Wealth Management
Florida
$281K +$275K +6,359 New
BI
1678
Ballast Inc
Kentucky
$280K -$5.83K -135 -2%
CWM
1679
Cabot Wealth Management
Massachusetts
$278K -$17.9K -415 -6%
RGIA
1680
Rainier Group Investment Advisory
Washington
$277K -$269K -6,225 -50%
MWM
1681
Merriman Wealth Management
Washington
$277K +$273K +6,325 New
ACH
1682
ArrowMark Colorado Holdings
Colorado
$276K – – –
CCM
1683
Carlson Capital Management
Minnesota
$276K – – –
AAM
1684
American Asset Management
Florida
$273K +$8.64K +200 +3%
WF
1685
WoodTrust Financial
Wisconsin
$272K – – –
BIM
1686
Baldwin Investment Management
Pennsylvania
$272K +$268K +6,200 New
CWA
1687
Cypress Wealth Advisors
California
$271K -$86.4K -2,000 -24%
OC
1688
Oarsman Capital
Wisconsin
$271K -$2.16K -50 -0.8%
TFO
1689
Tarbox Family Office
California
$271K +$2.68K +62 +1%
SFG
1690
Sather Financial Group
Texas
$270K -$216 -5 -0.1%
AOWM
1691
Alpha Omega Wealth Management
Virginia
$270K +$43K +995 +19%
MIP
1692
Marietta Investment Partners
Wisconsin
$269K -$17.3K -400 -6%
SIM
1693
Sonora Investment Management
Arizona
$266K -$268K -6,209 -51%
CIP
1694
Capital Insight Partners
Arizona
$266K +$45.7K +1,057 +21%
IIC
1695
Integrated Investment Consultants
Michigan
$265K -$77.7K -1,798 -23%
BOS
1696
Bingham Osborn & Scarborough
California
$264K +$21.5K +497 +9%
PAS
1697
Partnervest Advisory Services
California
$263K -$113K -2,616 -30%
DDPIC
1698
Deroy & Devereaux Private Investment Counsel
Michigan
$263K – – –
GC
1699
Gruss & Co
Florida
$263K – – –
GIM
1700
Goelzer Investment Management
Indiana
$260K -$3.67K -85 -1%
66 67
68
69 70