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Name Holding Trade Value Shares
Change 		Change in
Stake
SPP
2351
Single Point Partners
Massachusetts
$283K -$17.4K -48 -6%
AAMC
2352
Asset Allocation & Management Company
Illinois
$283K – – –
OR
2353
Olympiad Research
Connecticut
$282K +$282K +776 New
WOSD
2354
WFA of San Diego
California
$282K – – –
NIC
2355
Northwest Investment Counselors
Oregon
$281K – – –
VIA
2356
Virtus Investment Advisers
Connecticut
$281K – – –
AAS
2357
Annex Advisory Services
Wisconsin
$280K -$5.81K -16 -2%
GIP
2358
Greatmark Investment Partners
Georgia
$279K – – –
RPCA
2359
Running Point Capital Advisors
California
$279K +$1.82K +5 +0.7%
CWA
2360
CM Wealth Advisors
Ohio
$278K +$25.4K +70 +10%
WTA
2361
Washington Trust Advisors
Massachusetts
$278K -$52.7K -145 -16%
OFG
2362
Oxford Financial Group
Indiana
$277K -$6.9K -19 -2%
BMC
2363
Benin Management Corp
Connecticut
$276K – – –
FMI
2364
F/M Investments
District of Columbia
$276K – – –
ATC
2365
Adirondack Trust Company
New York
$276K – – –
GWM
2366
GSB Wealth Management
Connecticut
$276K -$41.8K -115 -13%
DWM
2367
Denver Wealth Management
Colorado
$276K -$1.09K -3 -0.4%
FI
2368
Financial Insights
Washington
$275K -$48.3K -133 -15%
MWC
2369
MBM Wealth Consultants
Missouri
$275K – – –
ECM
2370
Elgethun Capital Management
South Dakota
$275K – – –
KFA
2371
Kapstone Financial Advisors
Ohio
$274K – – –
JWM
2372
Janiczek Wealth Management
Colorado
$274K +$41.4K +114 +18%
DFA
2373
DHJJ Financial Advisors
Illinois
$274K -$4.36K -12 -2%
CFO
2374
Collective Family Office
Pennsylvania
$273K +$273K +752 New
MIM
2375
Merrion Investment Management
New Jersey
$273K -$723K -1,990 -73%
93 94
95
96 97