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Name Holding Trade Value Shares
Change 		Change in
Stake
JBA
2301
Johnson Bixby & Associates
Washington
$404K – – –
PCI
2302
Planning Center Inc
Illinois
$403K +$1.18K +19 +0.3%
SRC
2303
Shufro Rose & Co
New York
$401K -$62 -1 -0%
PGWM
2304
Parisi Gray Wealth Management
New Jersey
$401K -$19.6K -317 -5%
CIC
2305
Cornercap Investment Counsel
Georgia
$401K -$6.87K -111 -2%
FUBT
2306
First United Bank & Trust
Maryland
$401K -$189K -3,061 -33%
JLBC
2307
J.L. Bainbridge & Co
Florida
$400K -$9.47K -153 -2%
USB
2308
Union Savings Bank
Connecticut
$398K +$4.52K +73 +1%
PWM
2309
Paulson Wealth Management
Illinois
$397K -$35.3K -571 -8%
ACM
2310
Armbruster Capital Management
New York
$396K -$24.7K -399 -6%
GAM
2311
Gould Asset Management
California
$395K -$6.19K -100 -2%
IF
2312
Insight Folios
North Carolina
$395K +$1.92K +31 +0.5%
OAM
2313
Oak Asset Management
California
$395K -$248 -4 -0.1%
GKWIM
2314
Gerber Kawasaki Wealth & Investment Management
California
$394K -$4.08K -66 -1%
UF
2315
Univest Financial
Pennsylvania
$393K – – –
WFAG
2316
Wescott Financial Advisory Group
Pennsylvania
$393K +$2.79K +45 +0.7%
APC
2317
Asset Planning Corporation
Tennessee
$393K – – –
SFWA
2318
Summit Financial Wealth Advisors
Louisiana
$392K -$63.3K -1,023 -14%
MGI
2319
MayTech Global Investments
New York
$391K – – –
IIC
2320
Integrated Investment Consultants
Michigan
$391K – – –
AGA
2321
Arkos Global Advisors
Texas
$391K +$62 +1 +0%
RPCONE
2322
Retirement Planning Company of New England
Rhode Island
$391K -$6.5K -105 -2%
CC
2323
Callan Capital
California
$391K +$67.2K +1,085 +21%
FA
2324
Fiducient Advisors
Illinois
$390K -$65.4K -1,056 -15%
CP
2325
Canopy Partners
Ohio
$390K +$12.9K +209 +4%
91 92
93
94 95