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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1726
Weinberger Asset Management
California
$994K -$4.66K -68 -0.5%
UWPG
1727
Ullmann Wealth Partners Group
Florida
$992K +$405K +5,908 +75%
CBT
1728
CoreFirst Bank & Trust
Kansas
$990K – – –
IPW
1729
Invictus Private Wealth
Colorado
$990K -$44.5K -650 -5%
CFS
1730
CRA Financial Services
New Jersey
$990K -$3.49K -51 -0.4%
IFU
1731
iSAM Funds (UK)
United Kingdom
$988K +$942K +13,750 New
CAM
1732
Cidel Asset Management
Ontario, Canada
$988K – – –
HL
1733
HeadInvest LLC
Maine
$988K -$19.5K -285 -2%
DA
1734
Doliver Advisors
Texas
$988K -$222K -3,241 -19%
YIA
1735
YHB Investment Advisors
Connecticut
$987K -$30.1K -440 -3%
AWM
1736
Angeles Wealth Management
California
$986K +$38.3K +560 +4%
ADBIC
1737
A.D. Beadell Investment Counsel
Wisconsin
$985K -$113K -1,649 -11%
AOWM
1738
Alpha Omega Wealth Management
Virginia
$983K -$11.8K -172 -1%
WFI
1739
West Family Investments
California
$983K +$68.5K +1,001 +8%
LA
1740
Lifeworks Advisors
Michigan
$979K +$40.8K +596 +5%
LSA
1741
Lion Street Advisors
Texas
$979K -$1.12M -16,304 -54%
NAM
1742
NorthCrest Asset Manangement
Minnesota
$978K +$116K +1,698 +14%
HP
1743
Hilltop Partners
Indiana
$977K -$51.4K -751 -5%
FFC
1744
First Financial Corp
Indiana
$976K -$27.4K -400 -3%
LPT
1745
Legacy Private Trust
Wisconsin
$974K -$58.7K -857 -6%
TIA
1746
Traphagen Investment Advisors
New Jersey
$974K -$31K -452 -3%
FVWA
1747
Foster Victor Wealth Advisors
South Carolina
$974K -$92.3K -1,348 -9%
LF
1748
LifeSteps Financial
California
$973K +$6.78K +99 +0.7%
TFA
1749
Transamerica Financial Advisors
Florida
$972K -$64.2K -938 -6%
KLCM
1750
KG&L Capital Management
Louisiana
$971K +$137 +2 +0%
68 69
70
71 72