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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1051
Caldwell Trust
Florida
$1.11M -$47.1K -110 -4%
GDP
1052
Great Diamond Partners
Maine
$1.11M +$25.7K +60 +2%
MWM
1053
Meridian Wealth Management
Kentucky
$1.11M +$172K +401 +18%
CB
1054
Centennial Bank
Arkansas
$1.11M – – –
ACI
1055
Alpha Cubed Investments
California
$1.1M -$8.14K -19 -0.7%
VPI
1056
Value Partners Investments
Manitoba, Canada
$1.1M +$358K +836 +48%
HTIM
1057
Harbour Trust & Investment Management
Indiana
$1.1M -$39.8K -93 -3%
VC
1058
Veracity Capital
Georgia
$1.1M +$8.57K +20 +0.8%
SM
1059
STF Management
Texas
$1.09M -$2M -4,672 -65%
FRA
1060
Frank Rimerman Advisors
California
$1.09M -$1.25M -2,927 -53%
WCM
1061
Weaver Capital Management
Georgia
$1.09M +$408K +953 +60%
DWM
1062
Diversify Wealth Management
Utah
$1.08M -$278K -649 -21%
LF
1063
Lee Financial
Texas
$1.08M -$188K -438 -15%
ALA
1064
Atlas Legacy Advisors
California
$1.08M +$153K +356 +16%
PWMAG
1065
Pinnacle Wealth Management Advisory Group
New Jersey
$1.07M -$21.4K -50 -2%
TPI
1066
Trust Point Inc
Wisconsin
$1.07M -$31.3K -73 -3%
SSA
1067
Shepherd Street Advisors
California
$1.06M +$1.06M +2,486 New
MWM
1068
Mattern Wealth Management
Kansas
$1.06M -$50.5K -118 -5%
APW
1069
Aventura Private Wealth
Florida
$1.06M -$233K -544 -18%
LRPA
1070
L. Roy Papp & Associates
Arizona
$1.05M +$55.7K +130 +6%
PP
1071
Patten & Patten
Tennessee
$1.05M -$85.7K -200 -7%
PPWP
1072
Premier Path Wealth Partners
New Jersey
$1.05M -$240K -560 -19%
TSS
1073
Thomas Story & Son
Indiana
$1.05M -$257K -600 -20%
LWA
1074
Lineweaver Wealth Advisors
Ohio
$1.05M +$1.05M +2,453 New
FFO
1075
Fiduciary Family Office
Florida
$1.05M +$1.05M +2,453 New
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