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Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
2201
Global Assets Advisory
Florida
$866K -$470K -942 -36%
CFG
2202
Carr Financial Group
Massachusetts
$865K +$5.49K +11 +0.7%
PIC
2203
Portland Investment Counsel
Ontario, Canada
$864K – – –
PFG
2204
PAX Financial Group
Texas
$863K -$32.4K -65 -4%
LF
2205
LifeSteps Financial
California
$862K +$213K +428 +34%
LT
2206
Legacy Trust
Michigan
$860K +$277K +555 +50%
CCFCSB
2207
Cape Cod Five Cents Savings Bank
Massachusetts
$860K +$835K +1,675 New
BWM
2208
Bernicke Wealth Management
Wisconsin
$860K +$14.5K +29 +2%
OPA
2209
Old Port Advisors
Maine
$859K -$20.4K -41 -2%
SRS
2210
Strong Retirement Solutions
Washington
$858K -$218K -437 -21%
LCM
2211
Lazari Capital Management
California
$856K -$43.4K -87 -5%
GWAG
2212
Garrett Wealth Advisory Group
Texas
$856K -$97.7K -196 -11%
SAM
2213
Silphium Asset Management
United Kingdom
$854K +$84.8K +170 +11%
SIM
2214
Samara Investment Management
Oregon
$853K -$28.9K -58 -3%
VIM
2215
VELA Investment Management
Ohio
$853K +$351K +703 +73%
NP
2216
Nilsine Partners
Colorado
$852K -$40.9K -82 -5%
TCOTS
2217
Trust Company of the South
North Carolina
$851K +$83.8K +168 +11%
LF
2218
Lantz Financial
Illinois
$850K -$24.4K -49 -3%
TIM
2219
Tevis Investment Management
Texas
$850K – – –
HPM
2220
Hoxton Planning & Management
West Virginia
$849K +$14K +28 +2%
MCM
2221
Monument Capital Management
Virginia
$846K -$30.4K -61 -4%
AWM
2222
Atticus Wealth Management
Florida
$845K +$21.9K +44 +3%
PAG
2223
Paladin Advisory Group
Iowa
$842K – – –
SHFG
2224
S Harris Financial Group
Texas
$842K +$22.9K +46 +3%
GPW
2225
Genesis Private Wealth
Virginia
$839K -$72.8K -146 -8%
87 88
89
90 91