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Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
1776
Financial Advisory Group
Texas
$206K – – –
MWM
1777
MinichMacGregor Wealth Management
New York
$206K – – –
WA
1778
Wealth Architects
California
$204K -$203K -4,525 -49%
VA
1779
Valmark Advisers
Ohio
$204K -$5.48K -122 -3%
MOS
1780
MGO One Seven
Ohio
$204K +$34K +757 +19%
CPH
1781
C Partners Holding
Switzerland
$203K -$46.1K -1,026 -18%
MCM
1782
McRae Capital Management
New Jersey
$203K -$18K -400 -8%
BBNB
1783
Baker Boyer National Bank
Washington
$203K +$270 +6 +0.1%
BWM
1784
Baystate Wealth Management
Massachusetts
$202K -$15.2K -339 -7%
BC
1785
Banced Corp
Illinois
$202K +$3.59K +80 +2%
OAM
1786
Occidental Asset Management
California
$201K – – –
TVWM
1787
Tower View Wealth Management
Wisconsin
$199K -$9.88K -220 -5%
CAGAS
1788
Capital Advisory Group Advisory Services
Minnesota
$196K +$201K +4,470 New
ECM
1789
Exchange Capital Management
Michigan
$194K -$4.18K -93 -2%
CFD
1790
Creative Financial Designs
Indiana
$186K +$42.7K +950 +29%
PK
1791
Pflug Koory
Nebraska
$179K +$11.9K +264 +7%
CCM
1792
Cribstone Capital Management
Maine
$178K +$2.92K +65 +2%
1IA
1793
1834 Investment Advisors
Wisconsin
$176K -$53.9K -1,200 -23%
CPA
1794
Clear Perspective Advisors
Illinois
$169K -$18.5K -411 -10%
BEAM
1795
Baker Ellis Asset Management
Washington
$169K – – –
PCP
1796
Proficio Capital Partners
Massachusetts
$167K -$31.9K -710 -16%
BWP
1797
Baldwin Wealth Partners
Massachusetts
$166K -$6.74K -150 -4%
CWM
1798
Catamount Wealth Management
Connecticut
$166K – – –
WA
1799
WealthTrust-Arizona
Arizona
$165K – – –
LF
1800
Lee Financial
Texas
$163K +$134K +2,984 +385%
70 71
72
73 74