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Name Holding Trade Value Shares
Change
Change in
Stake
WF
1926
WoodTrust Financial
Wisconsin
$664K +$66.6K +1,108 +11%
MPIA
1927
Mountain Pacific Investment Advisers
Idaho
$663K -$12K -200 -2%
ML
1928
McAdam LLC
Pennsylvania
$663K +$25K +417 +4%
ZF
1929
Zhang Financial
Michigan
$662K
SEA
1930
Stegent Equity Advisors
Texas
$662K +$650K +10,817 New
MGWA
1931
Monument Group Wealth Advisors
Massachusetts
$661K
PWAM
1932
Pinnacle West Asset Management
Wyoming
$660K +$18K +300 +3%
SS
1933
Sunbelt Securities
Texas
$658K -$50.3K -838 -7%
HWP
1934
Highline Wealth Partners
California
$657K
MIC
1935
Meridian Investment Counsel
California
$657K +$9.13K +152 +1%
MA
1936
MJP Associates
Connecticut
$654K +$165K +2,750 +35%
BT
1937
Brandywine Trust
Delaware
$654K
AFPL
1938
Advus Financial Partners, LLC
Florida
$653K +$1.44K +24 +0.2%
NEWAS
1939
N.E.W. Advisory Services
Wisconsin
$653K -$17.1K -285 -3%
FMP
1940
Financial Management Professionals
Texas
$653K +$79.4K +1,321 +14%
LSA
1941
L & S Advisors
California
$652K -$10.8K -179 -2%
PH
1942
Pinnacle Holdings
Oklahoma
$650K -$47.2K -785 -7%
CCWM
1943
Cassaday & Co Wealth Management
Virginia
$648K +$6.31K +105 +1%
MP
1944
McDonald Partners
Ohio
$646K -$48.1K -800 -7%
GWM
1945
Gray Wealth Management
Maine
$646K -$25.8K -430 -4%
DF
1946
Donoghue Forlines
Massachusetts
$645K +$7.21K +120 +1%
HWA
1947
HCR Wealth Advisors
California
$644K -$138K -2,292 -18%
GHAM
1948
Gilman Hill Asset Management
Connecticut
$643K +$85K +1,415 +16%
SPWM
1949
Schrum Private Wealth Management
Florida
$640K +$124K +2,057 +24%
MCCA
1950
Mill Creek Capital Advisors
Pennsylvania
$639K -$37.3K -621 -6%