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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1826
Strategies Wealth Advisors
Michigan
$970K +$11.2K +161 +1%
CAM
1827
Carret Asset Management
New York
$969K – – –
IIM
1828
InTrack Investment Management
Vermont
$964K +$34.9K +500 +4%
TA
1829
Townsend & Associates
Colorado
$964K +$5.23K +75 +0.6%
M1FG
1830
Mach-1 Financial Group
Arkansas
$964K +$697K +10,004 +264%
CPWM
1831
Cypress Point Wealth Management
Texas
$961K +$6.69K +96 +0.7%
BCP
1832
Blackhawk Capital Partners
Wisconsin
$959K -$148K -2,126 -13%
WAM
1833
Weinberger Asset Management
California
$958K -$7.53K -108 -0.8%
TIA
1834
Traphagen Investment Advisors
New Jersey
$957K -$14.6K -209 -2%
TTIC
1835
Tower Trust & Investment Company
Iowa
$957K -$5.86K -84 -0.6%
AL
1836
Aspiriant LLC
California
$955K +$65.5K +939 +7%
LC
1837
LCNB Corp
Ohio
$954K -$13.9K -200 -1%
GRQ
1838
Gardner Russo & Quinn
Pennsylvania
$954K – – –
LA
1839
Lifeworks Advisors
Michigan
$953K +$48K +689 +5%
FCG
1840
Fielder Capital Group
Tennessee
$952K +$136K +1,949 +17%
CCG
1841
Catalina Capital Group
California
$950K -$40.4K -579 -4%
AA
1842
ACT Advisors
North Carolina
$950K +$2.86K +41 +0.3%
MAWCM
1843
Mine & Arao Wealth Creation & Management
California
$949K +$48.1K +690 +5%
BSI
1844
Bennett Selby Investments
Maine
$946K +$10.8K +155 +1%
RB
1845
Renasant Bank
Mississippi
$946K +$14.4K +206 +2%
TM
1846
TigerOak Management
New Mexico
$946K – – –
JC
1847
JB Capital
Connecticut
$945K +$10.5K +151 +1%
WPP
1848
Whalerock Point Partners
Rhode Island
$944K +$349K +5,000 +59%
RDWM
1849
Red Door Wealth Management
Tennessee
$943K +$28.6K +410 +3%
CWS
1850
Cypress Wealth Services
California
$942K +$228K +3,272 +32%
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