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Name Holding Trade Value Shares
Change 		Change in
Stake
CHP
2501
Cable Hill Partners
Oregon
$360K +$61.7K +320 +17%
FFC
2502
Fure Financial Corporation
Minnesota
$359K -$2.31K -12 -0.5%
EWM
2503
Echo Wealth Management
Minnesota
$358K -$32.8K -170 -8%
MCWA
2504
Meadow Creek Wealth Advisors
Georgia
$356K -$22.6K -117 -5%
DP
2505
DDD Partners
Washington
$356K +$62.3K +323 +17%
BWM
2506
Buckley Wealth Management
Nevada
$356K +$426K +2,206 New
VW
2507
Vance Wealth
California
$355K +$68.9K +357 +19%
CIA
2508
Cladis Investment Advisory
Montana
$355K – – –
AFPL
2509
Advus Financial Partners, LLC
Florida
$354K +$20.6K +107 +5%
MFG
2510
Monumental Financial Group
Maryland
$353K +$422K +2,187 New
AIM
2511
Alhambra Investment Management
Florida
$352K -$23.1K -120 -5%
MSA
2512
Marino Stram & Associates
Massachusetts
$351K -$84.9K -440 -17%
MWM
2513
Minot Wealth Management
Massachusetts
$351K -$62.7K -325 -13%
ASBI
2514
American State Bank (Iowa)
Iowa
$350K +$9.84K +51 +2%
GAMC
2515
Garner Asset Management Corp
Texas
$350K +$15.4K +80 +4%
G
2516
GenTrust
Florida
$350K +$237K +1,228 +130%
SLG
2517
Stanley-Laman Group
Pennsylvania
$350K +$419K +2,173 New
SDWMA
2518
Schneider Downs Wealth Management Advisors
Pennsylvania
$348K -$106K -552 -20%
CAG
2519
Curtis Advisory Group
California
$348K – – –
IF
2520
Intrua Financial
Texas
$348K +$16.6K +86 +4%
CCFP
2521
Charles Carroll Financial Partners
Massachusetts
$347K – – –
ARMC
2522
American Research & Management Company
Massachusetts
$347K +$20.3K +105 +5%
SAM
2523
Security Asset Management
New York
$346K +$18.9K +98 +5%
FPCP
2524
Fort Point Capital Partners
California
$345K -$244K -1,263 -37%
TAM
2525
Taurus Asset Management
New York
$345K -$4.82K -25 -1%
99 100
101
102 103