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Name Holding Trade Value Shares
Change 		Change in
Stake
WW
1676
Waterfront Wealth
Kansas
$899K +$55.2K +888 +7%
MSWM
1677
McGlone Suttner Wealth Management
Wisconsin
$899K +$3.11K +50 +0.3%
PL
1678
Plancorp LLC
Missouri
$897K +$10.2K +164 +1%
ECM
1679
Estabrook Capital Management
New York
$897K -$8.09K -130 -0.9%
SFSG
1680
Sound Financial Strategies Group
Mississippi
$896K -$108K -1,735 -10%
CAC
1681
Core Alternative Capital
Georgia
$892K +$1.37K +22 +0.1%
JDR
1682
Jay D. Rosenbaum
$890K -$13.6K -218 -1%
I
1683
InceptionR
California
$888K +$315K +5,063 +52%
CAM
1684
CenterStar Asset Management
Illinois
$887K +$915K +14,711 New
EW
1685
Evoke Wealth
California
$885K -$3.61M -58,104 -80%
CNBT
1686
Cornerstone National Bank & Trust
Illinois
$885K -$162K -2,608 -15%
SSW
1687
Stone Summit Wealth
Florida
$884K -$2.8K -45 -0.3%
FFC
1688
First Financial Corp
Indiana
$881K -$28.8K -463 -3%
SW
1689
SkyOak Wealth
Michigan
$878K +$58.8K +945 +7%
SC
1690
Saybrook Capital
North Carolina
$877K – – –
GWANC
1691
Guardian Wealth Advisors (North Carolina)
North Carolina
$875K +$114K +1,837 +15%
HCC
1692
Hirtle Callaghan & Co
Pennsylvania
$872K +$2.99K +48 +0.3%
GG
1693
Gleason Group
Kentucky
$872K +$6.59K +106 +0.7%
DFA
1694
Delta Financial Advisors
Louisiana
$871K +$86.3K +1,388 +11%
MPAM
1695
Murphy Pohlad Asset Management
Minnesota
$870K – – –
FFBTD
1696
First Financial Bank - Trust Division
Ohio
$870K -$4.79K -77 -0.5%
CIG
1697
Cairn Investment Group
Washington
$869K -$7.15K -115 -0.8%
HWA
1698
Heartwood Wealth Advisors
Virginia
$868K – – –
VCM
1699
Virtue Capital Management
Tennessee
$866K -$11.6K -186 -1%
NBT
1700
Northwest Bank & Trust
Iowa
$865K +$893K +14,360 New
66 67
68
69 70