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Name Holding Trade Value Shares
Change 		Change in
Stake
TI
2126
tru Independence
Oregon
$310K -$72.9K -209 -19%
CWM
2127
Campbell Wealth Management
Virginia
$310K +$17.4K +50 +6%
PL
2128
Parthenon LLC
Kentucky
$309K – – –
CAN
2129
Claraphi Advisory Network
United States
$308K -$61.8K -177 -17%
TAM
2130
Townsend Asset Management
North Carolina
$307K -$19.2K -55 -6%
HCA
2131
Heck Capital Advisors
Wisconsin
$306K – – –
FBFS
2132
First Business Financial Services
Wisconsin
$306K +$300K +859 New
TVAMP
2133
Tennessee Valley Asset Management Partners
Tennessee
$305K +$22K +63 +8%
CCB
2134
Cutter & Co Brokerage
Missouri
$304K -$96.3K -276 -24%
JHCP
2135
Jackson Hole Capital Partners
Oklahoma
$304K – – –
NAG
2136
Northstar Advisory Group
New Jersey
$303K -$1.62M -4,648 -85%
HA
2137
Hamel Associates
New Jersey
$303K +$61.1K +175 +26%
AP
2138
Arlington Partners
Alabama
$303K +$247K +709 +499%
HG
2139
Harbor Group
New Hampshire
$301K -$34.9K -100 -11%
SAM
2140
Strategy Asset Managers
California
$300K -$781K -2,237 -73%
CISOA
2141
Capital Investment Services of America
Wisconsin
$299K -$52.3K -150 -15%
FCMT
2142
Founders Capital Management (Texas)
Texas
$299K – – –
BCM
2143
BTR Capital Management
California
$298K – – –
MF
2144
Montis Financial
Massachusetts
$298K – – –
APC
2145
Aspire Private Capital
North Carolina
$298K +$150K +430 +106%
WAM
2146
Wolverine Asset Management
Illinois
$298K +$266K +763 +1,031%
CWA
2147
Capital Wealth Alliance
Arizona
$298K +$292K +837 New
ACWM
2148
Adams Chetwood Wealth Management
North Carolina
$297K – – –
AIC
2149
Argus Investors Counsel
New York
$297K +$291K +835 New
MFG
2150
Magnus Financial Group
New York
$296K -$689K -1,975 -70%
84 85
86
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