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Name Holding Trade Value Shares
Change 		Change in
Stake
NRI
1751
NFP Retirement Inc
California
$959K -$28.6K -416 -3%
PWP
1752
Perfromance Wealth Partners
Illinois
$958K +$161K +2,332 +19%
S
1753
Sunpointe
Missouri
$957K +$33.1K +481 +3%
MA
1754
MJP Associates
Connecticut
$955K +$47.4K +688 +5%
CBT
1755
Crews Bank & Trust
Florida
$953K -$2.41K -35 -0.2%
THCM
1756
Taylor Hoffman Capital Management
Virginia
$953K – – –
JFGIW
1757
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$951K +$229K +3,321 +30%
EWM
1758
Elite Wealth Management
Washington
$951K +$987K +14,340 New
AIM
1759
Alhambra Investment Management
Florida
$951K -$81.8K -1,189 -8%
EIM
1760
Essex Investment Management
Massachusetts
$949K +$405K +5,884 +70%
BOSSRA
1761
B.O.S.S. Retirement Advisors
Utah
$949K +$984K +14,302 New
CCG
1762
Catalina Capital Group
California
$940K -$36.3K -527 -4%
JWWM
1763
Johnson & White Wealth Management
Pennsylvania
$939K -$5.02K -73 -0.5%
AFA
1764
American Financial Advisors
Georgia
$936K +$1.65K +24 +0.2%
SNBOSCI
1765
Security National Bank of Sioux City Iowa
Iowa
$934K +$6.88K +100 +0.7%
RF
1766
Roxbury Financial
New Jersey
$934K +$2.06K +30 +0.2%
FPW
1767
Fairvoy Private Wealth
Alabama
$934K -$177K -2,569 -15%
SP
1768
Stonebrook Private
Michigan
$933K +$6.33K +92 +0.7%
TSW
1769
Thompson Siegel & Walmsley
Virginia
$933K -$173K -2,519 -15%
DFA
1770
Delta Financial Advisors
Louisiana
$932K +$110K +1,593 +13%
CC
1771
Cadinha & Co
Hawaii
$931K -$132K -1,915 -12%
TA
1772
Townsend & Associates
Colorado
$931K – – –
LF
1773
LifeSteps Financial
California
$930K +$6.54K +95 +0.7%
AP
1774
Appleton Partners
Massachusetts
$929K -$97.7K -1,420 -9%
CAM
1775
Cidel Asset Management
Ontario, Canada
$929K +$35.2K +512 +4%
69 70
71
72 73